Something else to think about before you good people send in any more of your hard earned money.
Last night, at 7:57 EST I received an automated call. It was from Taxwise, saying "before I renewed my tax software for next year" to call a phone number and check out the Taxwise software. I did not bother to write it down. I just held the phone out and looked at it, expecting the Twilight Zone music to start coming out.
I have NEVER supplied them with my phone number or asked them for an evaluation copy. I know the Department of Professional Regulation here in Florida does not give out lists of CPAs phone numbers. So, how did Taxwise get my phone number, if not from my ATX information, that is already setup on the Taxwise website for some reason ?
And why is CCH urging me to check out software from another subsidiary, before I renew with ATX? Is that not the equivalent of my partner, calling a client, and asking them to let him do their tax return next year, instead of me?
That would not make any sense to me, unless my partner had bought the practice last year, and I was going to retire.