Most tax practice management software costs $100-300/month. This spreadsheet does 80% of what you need for $0. If you're a solo CPA or running a small tax firm, you've probably looked at practice management software. TaxDome, Canopy, SafeSend—they all promise...
Read Time: 9 minutes---You have 60 clients, 90 days until April 15, and zero visibility into who's where in your pipeline.Sound familiar?Every year, the same questions loop through your head: - "Which clients have I even started?" - "Who's waiting...
Read Time: 9 minutes---You have 60 clients, 90 days until April 15, and zero visibility into who's where in your pipeline.Sound familiar?Every year, the same questions loop through your head: - "Which clients have I even started?" - "Who's waiting...
Read Time: 7 minutes---It's February 3rd, and you already have 12 new client emails sitting in your inbox, all asking some version of the same question:*"What do you need from me?"*You know the drill. You'll copy-paste the same document checklist...
It's mid-February. You have 60 clients, 90 days until the April 15 deadline, and zero visibility into who's where in your pipeline. You open your email and see three variations of the same question: "Did you get my W-2?" "When...
It's February 3rd, and you've just opened your email to find 12 new messages that all say some variation of: "Hi! I'd like you to do my taxes this year. What do you need from me?"You copy-paste the same document...