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Because I have a vendetta against Intuit, I will never willingly purchase one of their products. I have never forgiven them for what they did to Parsons Tech; the program that I started with in 1992. Also, I see some of my clients struggling with and being limited to use of Quickbooks; which, IMO, is overkill and over priced. So says the person who knows that she should never hold a grudge. I have committed to Max for one more year and am moving on. And, yes, it does do the calculations for the WI OS form.

And the recording still qualifies for CPE credits.

yesterday Catherine White EA was the presenter for Tax Practice Pro, a c.e. provider. Her presentation was a case study of what happens when a client changes tax professional, and issues with prior years are discovered by the new tax pro. Kudos to Catherine on a well developed and perfectly presented class.

It was tax year 2012. I remember it well and not fondly!

https://verifyle.com/Verifyle_8878-8879_compliance.pdf

I believe the IRS does require ID verification (see below from IRS Website). Does Verifyle include identity verification and do they charge extra for it? I know Drake uses a soft credit inquiry to generate questions used to verify identity. What are the ERO’s responsibilities with regard to e-signature? If the taxpayer uses the e-signature option, the ERO must use software that includes identity verification. The software must record the following data: Digital image of the signed form; Date and time of the signature; Taxpayer’s computer IP address (remote transaction only); Taxpayer’s login identification — user name (remote transaction only); Results of the identity verification check validating that the taxpayer’s ID verification was successful; and The e-signature method used to sign the record. The ERO is also responsible for maintaining a tamper-proof record in a secure, access-controlled storage system for 3 years from the due date of the return or 3 years from the IRS return receipt date, whichever is later. ERO's must be able to retrieve and reproduce legible hard-copies of the signed form.

As I said, any activity that took place in Kentucky, is taxable to Kentucky, no matter where the taxpayer lived.

It was recorded for later viewing

The site does have the option to stay logged in, and stays that way until the user clears browsing history unless leaving cookies intact. I'm logged in almost all the time. The site also has the ability for a user to log in anonymously too and stay that way.

Like others in our community I have received my annual renewal notice and I too have wondered what is the rush? In looking around I find that some other providers are coming out with product that is cost competitive with ATX and has features from the perspective of a small time tax guy like me that bear close scrutiny such as unlimited efiles as opposed to ATX's upper limit of 75 and then they tack on an additional fee which becomes not insubstantial to your total cost. Now that the pressure is subsiding I am going to take a close look before pulling the renewal switch this year.

Encyro has served us well for a few years now. Easy for clients to use, which is great. Do not have to deal with calls asking "How do I use it", And they offer "Digital Signing" of documents. Very low fee for signatures !!! Pennies per. https://www.encyro.com/ Link to their digital signature info (8879 KBA) https://www.encyro.com/esign

Here, I believe, are the answers to your questions: https://verifyle.com/ Check Security and Compliance tabs. I download the pdf of the signed 8879's and can easily print them out along with the paper signed forms from those clients. I think it meets all the other criteria you list.

I too was with ATX during Saber, Max, Zillion Forms days. I am not sure what year it was but there was a year that ATX software had a lot of issues. ProSeries reached out to me with a discount offer ot switch.. I took them up on that offer and am very happy with ProSeries. Intut may very well ofer you a discount if you switch. You can also try the software for free I believe.

I was a long-time user of ATX, back to the days of Saber. It was a product that I depended upon and served me well during the time I subscribed. One of the drawbacks for me was I have a moderate number of clients who work in different states, necessitating the credits for taxes paid to other jurisdictions. ATX used to charge a premium to have that calculation done automatically...I'm not sure if that is still the case or not? I also had to pay an additional fee to use the ATX portal for my clients. I transitioned to ProSeries Professional during the 2021 tax year. The learning curve was minimal as both programs are form based. I've been pleased with the performance of the program, which includes all necessary calculations for the taxes paid to other jurisdictions, populating the appropriate state returns as required. The program also provides "free" use of their client portal and my clients seem to find it easy to navigate. By no way is this post intended as a knock toward ATX, it served me well during my time using it. I just wanted to provide an alternative in the event you are considering a change.

I like to say, "I have easier ways to hurt myself!" and Eric has (or had?) a GIF for us on that exact topic.

I have one couple who share an email, and I send to them twice - once for him, and once for her. I suppose in theory one could sign in both spots, but for that you'd have to know the clients, I guess. I had emails in the workspace sent by each of them (signed by name; different 'voices'), and so knew both were on board and spoke with each other about the returns regularly. If it was a couple where I had contact, mostly, with only one of them, I might be chary of using a single email address.

Both good points. Even in a situation where the site is cached for logged out users, the TTL would be set to a low value, likely to an hour or less, so they would still see almost all of the most recent content. Then, after that period of time, the cache expires and the next hit generates a fresh copy. It would go a long way to dealing with all of the bot activity that the site sees. Every hit from one of those bots is processed like any other, which generates multiple database queries. Serving them a static file would be tremendously more efficient. In any case, I'll know more once the move is complete, and I've had time to work on the server/software configuration for a little while. There's a reasonable chance we'll be able to get away without the caching layer at all.

You're very welcome. I feel like people should be donating to Judy instead, as she's got more to do with keeping this place running smoothly than I do. I doubt there will be any significant change in cost--instead of one powerful/expensive server, I'll have all my sites broken up into multiple smaller, less expensive virtual machines. We'll see how the first few days go. Because the whole site is dynamic, I can't get away with leaning on caching as much as I do with your average static website. E-Commerce sites are similar in that way. It'll be interesting to see the CPU/RAM required to run the site when it has its own dedicated resources to work with. If resource use seems excessive even after tuning, I may entertain caching the site for guests (those who aren't logged in) so that content might be outdated by an hour or two unless you log in.

If you are a member of NATP, NAEA, Tax Pro Fellowship, these organizations offer free subscription to Verifyle, a secure document sharing platform. Also included, and free, is electronic document signature.

That box has always been there and I almost always check it, for whatever reason

The first question that comes to my mind was how long did he live on the farm and does it qualify for the main residence exemption. Of course, the business part will have to be separated, which further complicates things. WI will tax him as a part year resident and tax him on the income made in WI. A part year KY resident is taxed on all income from all sources while a Kentucky resident and on Kentucky-source income. Therefore, the entire sale gets taxed to KY. KY does have partial reciprocity with WI, but only for salaries and wages earned in WI. I think that I could prepare this return, but am glad that it is you rather than me. BTW, you have to be domiciled for more that 183 days in KY in order to be considered a Resident.

Thank you, @Eric, for everything you do for us. Do you need any donations at this time to fund the new server? If so, please let us know!

I am having withdrawal ever since the 15th. I would like to see these extensions disappear. I am so totally disappointed in the IRS for various reasons; many of you can relate. I am disappointed in ATX for pouncing on us before tax season was even (over?). I have since been bombarded with emails and calls and snail mail from them. They choose to attack when our resistance is at its lowest. I only want to sleep. I am fine with whatever Eric does for us. It can surely only make our lives better and easier. Thanks again to Eric and all of you for what you do for me.

When refunds do not match calculated amounts, correspondence will follow. Unfortunately for us, the money arrives before the explanation.