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Likewise. I've looked at document management software for decades and could never see how it was better than self management.

I have a ScanSnap that is very quick and scans both sides for documents client provide, and my fax machine is actually another computer on a separate line that receives faxes which I save to the appropriate client file on the main computer. And any documents now received in my Verifyle portal go to the client file as appropriate. I can actually find just about anything pretty quickly.

I always put myself on extension and try not to get refunds, but sometimes it happens. I usually file in August and have never gotten interest on an overpayment before. This year I filed in May, only because I moved to VA which had a nonextended June 1 due date and being a part-year resident, I couldn't even guess what my tax liability would be so had to prepare the return. I had an IRS overpayment (my bad), and just had interest deposited to my bank. What??? The regular due date was July 15, so they were not even late in paying me (I actually applied the funds to 2020 so didn't even request a refund). It's like the IRS has reversed course, anxious to give away money instead of collect it.

Good decision. Pub 970 does state, "However, you may claim the credit if the student doesn't receive a Form 1098-T because the student's ed-ucational institution isn't required to furnish a Form 1098-T to the student under existing rules (for example, if the stu-dent ... is enrolled in courses for which no aca-demic credit is awarded). If a student's educational institu-tion isn't required to provide a Form 1098-T to the student, you may claim the credit without a Form 1098-T if you oth-erwise qualify, can demonstrate that you (or a dependent) were enrolled at an eligible educational institution, and can substantiate the payment of qualified tuition and rela-ted expenses." However, the pub also states "The course must be either part of a post-secondary degree program or taken by the student to ac-quire or improve job skills." Since your student has no job, it looks like no LLC. A bit of trivia: A number of years ago an anonymous donor gave the Yale School of Music a huge endowment to assure that all future music students would pay no tuition. What a beautiful bequest! Musicians even with world-class training at places like Yale do not have much chance of making big bucks right out of school like graduates with, say, MBAs or STEM degrees. To relieve them of the burden of student loans is truly a lifetime gift. There has been much speculation over the donor's identity. I think s/he was a highly successful musician (Ringo Starr? Cher?) who knows what it was like.

I manage my own by folders: CPA/Individual Clients (or Business Clients or Former Clients or Everything Else)/Client Name/Tax Year and within the tax years Client NameTYXXDocs or Return or whatever else for that year. In the main Client Name folder is Drivers License, POA, whatever else would cover multiple years. ATX also has a folder within the program I think called Permanent File. My system didn't cost anything and has worked for me for about 20 years. I have a paper folder only to use during the season to hold any documents provided and to be returned and maybe the original signed 2848 or 8332. Maybe ask the new person for suggestions as to a good structure to make both your lives easier.