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Showing content with the highest reputation on 11/11/2018 in all areas

  1. I always highly customize the questions and get rid of the ones that are way too obscure. Always tweaking my wording when I see too many clients misinterpreting the question. I don't like to send them until after the new year. I like to let people enjoy their holidays without having to think about taxes.
    2 points
  2. We may try sending them through our file portal this year, for everyone except the few old-timers who don't have email.
    1 point
  3. We use Paychex's SurePayroll for Accountants. We keep the clients, the clients do 95% of the work, we get paid. Plus we can run interference if needed (add new employee, take one out, adjust state UI rate annually, etc) and pull reports quarterly.
    1 point
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