mdmcfarland

Does anyone know when and if we will receive a binder? Also, how about a User's Guide for 2007.

I'm trying Document Manager for the first time this year. The scan and fill sounded great, but I didn't like the price. I am signed up for a webinar on document manager this Friday. I hope that will help me with the program.

I called tech support. For some reason my account was locked. They need to unlock my account - will take about an hour. Then I have to log in again. Hope this doesn't happen again!

I haven't gotten mine, yet. I did look on MyATX and mine is on it's way! I can't wait! We have some farmer clients come in that need to know if they need to buy more or sell more before the end of the year. It is alot easier if we have the current program to input their data.

I just noticed when I went to MyATX and checked My Products that my unlock code is now showing for ATX MAX. I assume that it won't be long before I receive my 2007 program! :)

I emailed tech support again this morning and received this reply. "The software for the 2007 tax season should should arrive around the first week of December."

I got my archive today November 1st.

Thanks for the info on the flash drives. I wasn't sure how long you could save data on them.

I don't think we will go completely paperless, but I wanted to scan and save W-2's, 1099's, etc. that are related to their current tax file. My hard drive isn't near as big as yours but we are only a small office. We only have 150-200 returns. I thought I would save the PDF files of the returns on a Flash Drive. That would save hard drive space.

Do any of you use the document manager? I was looking into using it, but I really don't want to pay $159 for the webinar. That seems much too expensive. Any halp would be appreciated.

I feel there shouldn't be fees (or at least they should be minimal) for their webinars. I would think that they would want their customers to know how to use the program. I know more of us would take the webinars if they were either free or at least less expensive. As for the CPE credits - not everyone needs them. This is only me second year with ATX. I live in the midwest and they don't have seminars cloase enough to me. I rely on webinars but they are awfully expensive. I thought I took a couple webinars with them last year and don't remember having a fee. An online webinar is a good place to refresh each year. I think I am okay with the tax program itself but am looking into the Document Manager this year. The only webinar I could find dealing with that costs $159.

I almost changed to Drake this year also. I got the program and had my files converted but when I started going through all the files to make sure everything converted properly, I found I had to manually enter quite a bit of information so I got cold feet and decided to stay with ATX for another year. I really liked Drake and would be interested in hearing how it works for you.