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I think you were going for 'ravaged.' And, sorry to hear about your area having a rough go of covid.

Your tax prep software or internet provider or...might have a simple website that includes a simple portal. I use CCH's SiteBuilder website that includes FileShare. If you're an NAEA member (or NATP?) you can use Verifyle as a free member benefit to communicate securely with your clients, including exchanging documents. No clients came to my home office this year! They uploaded to FileShare, mailed, faxed (I use eFax right into my computer), FedEx/UPSed, and even dropped through the large mail slot in my front door (I let those papers sit in my entryway for three days). I have clients from CA to CT, FL to MA, TN to CO, 13 states in all.

Catherine if you are an NAEA member verifyle is provided to you as a free member benefit. I've been using it all year and for the most part my clients find it an easier platform that fileshare. It does have an e-signature option. Lynn

Lawry's is closing?!

If it was a tax-exempt entity, would they be listed in the IRS website database at https://www.irs.gov/charities-non-profits/tax-exempt-organization-search-bulk-data-downloads

The other states tax credit and improved automation of state and local taxes, make it worth it to me. I've never been able to make the 1099-Q calc's work and the education credit optimization is no big deal since you can easily see which is best by switching between them.

https://www.irs.gov/charities-non-profits/charitable-organizations/change-of-name-exempt-organizations

Thank you. I will search earlier threads!

Thank you, Catherine for the detailed guidance.

I wish that I had received this offer. It would be worth it for me. I am going to try my sales person. Thanks, Bonnie

I use CCH's eSign. The license is free; you pay per signature. (And, if you want to use it for un-verified signatures, such as an engagement letter, there's a smaller fee. I haven't done that, though.) I've been happy with it. Even my older clients and those with few electronics have been able to use it. It's based on the AssureSign platform that a lot of my clients used for mortgages and other financial services.

Thank you, ALL. I pounded out a couple of less-complex returns over the weekend (going against my FIFO policy). It helped me feel motivated and productive! I'm down to five that are complex, at least 3-4 days each, which usually includes running the numbers for and explaining a option or two and discussing while they reach a decision and, maybe, digging up more information (me &/or them). So, that feels much more doable, now. And, a day for a long-time biz client in early October who would usually wait for bookkeeping until after 15 October but has been away on biz and is anxious. And, still going up the learning curve on ClassMarker software to ready tests and corresponding CE certificates before 15 October for NY/CT-ATP's FIVE courses (pre-pandemic it was an all-day seminar). So, it will be tight. If I can keep hubby out of my office, it'll work! And, two long-time clients who haven't dropped off, who are always late, sometimes November, so they know what happens. One is a retired teacher, so I can squeeze her in if she drops off her information. Thank you all for being my safety net.

I have been using Verifyle for $9 per month but one doesn't need to keep it year round. It has some clunky parts for the less than savvy tech folks but most have managed surprisingly well. It's been worth it to me as all my returns are e-filed and have the e-signature. One or two had to print out the 8879 but were able to scan an upload back to Verifyle.

Yes, you are correct, sorry about that. And yes, it sad seeing restaurants (apart of people passing away due to Covid) closing, just in these past days they have announced two long standing restaurants to close after many years of business: https://chicago.eater.com/2020/9/8/21427128/ronnys-steakhouse-closing-downtown-loop-chicago https://chicago.eater.com/2020/9/21/21448969/lawrys-the-prime-rib-chicago-downtown-closing-pandemic-coronavirus-steakhouse