Simplify Mileage Tracking
Cloud | Real Estate Agent | Real Estate Broker | Small Business | Tax | Xero

Simplify Mileage Tracking

Automatic mileage tracking, is that possible? With Automatic, it is now! We are constantly asking clients for mileage to deduct on their tax returns.  You know who are you: Realtors, Contractors, Sales professionals, really anyone who gets a 1099.  Then you give us the mileage and we ask for…….you guessed it, the mileage log…  Yes, I…

Practice Ignition Gives Your Firm a Kick in the Admin
Cloud | How-To | Practice Management | Tax | WorkFlow

Practice Ignition Gives Your Firm a Kick in the Admin

Practice Ignition adds efficiency to client administration, leaving you the time to do what you love. We have been using Practice Ignition for about 2 years now.  It was this years tax extension filing season when we seen that a-ha moment.  I have loved Practice Ignition from first sight, but once we got access to payments, it took…

Proper Workflow Necessary for Efficiency
How-To | Onboarding | Practice Management | Tax | WorkFlow

Proper Workflow Necessary for Efficiency

Tax Preparation WorkFlow Roundtable   This video is the result of recent thread regarding workflow on Accountants, Bookkeepers and Business Owners , a collaborative Facebook group with over 6000 members.   One of the members posted a question about workflow for her growing tax practice that generated a lot of interest and prompted us to set up the…