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Showing content with the highest reputation on 12/27/2022 in all areas

  1. A number of years ago I started using the free version of you can book me. You set up times when you are available, and people can see all the times free and choose what they want. Confirmation goes out to them including a link to change it later if needed. Highly recommended! Looks like this:
    3 points
  2. I have read variations of this list online: 1. Just a friendly reminder . . 2. Don't take this the wrong way . . . 3. Got it 4. How are we doing with . . . . that I'm waiting for 5. If that's what you want to do . . . It does make you think about how you communicate with clients, friends and family. So my New year's Resolution is to be less negative and more positive
    2 points
  3. We don't have a website. Just a Facebook page. My appointment book lives on my desk along with my computer glasses. (And a lot of other junk).
    2 points
  4. Marilyn, I'm with you. And I keep my cell phone for myself, not use for business. I still have a land line and voicemail box. About 5 of my clients have my cell number because they are also church members and it's in the directory. But I do not want to use my cell for business. And the majority of the time, I have the sound off. I check it frequently and do have my personal and business emails downloaded to keep up, but almost never respond on my phone. When I retire in 3 years (I think) and give up my website and land line, I may keep a simple second cell with the number we've had since 1988 with 4 mailboxes - just for fun. Dual sim cards? Over my head, too, and I travel abroad every year.
    2 points
  5. Anyone else remember when IRS sent mail with a label with SSN clearly visible? How times have changed!
    1 point
  6. I have no insider knowledge. What I do know is Drake bought a now dead programming tool which many used to use. IIRC, it was because they depended on it for their own software. Likely, whatever happens next (if it has not already), the odds are good they are or have been working furiously on rewriting their code to use whatever programming tools the buyer is comfortable with.
    1 point
  7. Have a dentist appt of your own? Go to your own booking site and book out the time you'll need. Can be faster than logging in to edit the page. Recurring meeting on Thursdays at 2pm? Block it off from setup, in perpetuity. Even the free version is pretty doggone configurable, and the paid versions get even more fancy, with options for multiple calendars (you, your assistant, your colleague in the same office, etc).
    1 point
  8. Excellent points. The IRS considers Crypto to be capital assets so 2 thru 5 are various capital gains and losses.
    1 point
  9. Texting Scenario: Client: Can I make an appointment? Me: Yes, when? Client: Let me ask my husband Me: (Waiting) Client: How about the ____? Me: What time? Client: Let me ask my husband Me: (Waiting) Client: How about _______? Me: Fine And on and on it goes.......I HATE it! Bear in mind that I have over 200 1040 clients!
    1 point
  10. And this is why I will have zero clients who have had any dealings with virtual currency. It is waaay too complicated for me and, apparently, for at least a few others. Pacun, I assume you have taken some courses in how to report these things. At least you can ask what appear to be real questions. It will be an interesting exercise to read the replies and answers and see how this works out. For me, an exercise in reading, only! Good luck to all who venture into this land.
    1 point
  11. Interesting, I prefer email first, texting second and voice third. Although only my regular monthly and payroll clients have my cell phone number and none of them abuse it. None of the few 1040 clients have my cell phone number. Almost all of my regular business clients have a scanner, so I did away with my fax line several years ago. My preferences are partially due to the fact that I only work part time, 3 to 4 hours per day. I do have one 82 year old business client who always calls when I am not in my office so the calls go to my answering machine then I call him back the next day.
    1 point
  12. I have two business land lines. Believe it or not, we still send and receive fax messages. I HATE when a client texts me for an appointment. The biggest waste of time in the life of a business, as I have stated before. Pick up the phone and TALK! Even call my cell phone, but TALK!!!!
    1 point
  13. We keep a 40 year family number via a VOIP service. It forwards to a cell number. A few $ a month.
    1 point
  14. I use remote access software so I can be at my computer from any device while my computer remains reasonably safe. Freedom through tech. Computer is not water resistant so phone connection makes it possible to work from hot tub. In my experience, the common flaw is not being prepared and practiced on managing loss of hardware issues (no backup and recover plan in use and tested).
    1 point
  15. This morning my one year old cell phone for which I have a protective cover and I haven't dropped started rebooting over and over. Phone support had me pull the sim card plus hold down both the on/off button and the volume button at the same time. Don't work. Sometimes modern technology doesn't work. Plus without my phone working, I can't log into my gmail account. Aaaargh
    1 point
  16. I just got a complaint that we are masking SSN on the employee W2 forms... a financial service provider! I also got a complaint that I sent back an order, because the charge card was not a valid number. The complaint was I violated PCI. PCI only applies to valid cards and their data, and when I don't send the invalid number, inevitably I have to anyway, as the person says they entered it correctly and my system is the problem. Tech has certainly changed things. No more Abagnale skills are needed for check fraud, anyone you ever give a check to has all they need to access your account, such as printing their own checks. Actually had this discussion yesterday, as someone was trying to convince me check by phone was safer than a charge card.
    1 point
  17. That's interesting as he admits his gambling acitivity is equivalent to a part time job. A part time job doesn't cut it. It has to be on a full time basis and be necessary for a livelyhood. In Groetzinger, 480 U.S. 23 (1987), the Supreme Court established the professional gambler standard: "If one's gambling activity is pursued full time, in good faith, and with regularity, to the production of income for a livelihood, and is not a mere hobby, it is a trade or business.
    1 point
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