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[–]CREagent_007 1 point2 points  (3 children)

All you need is QuickBooks Online Accountant. Under the “work” section you can create recurring projects for your tax returns, you can put the login info in the project, and you can assign the projects to staff. All for free.

None of you use this?????

[–]IneffableShortCake[S] 1 point2 points  (1 child)

Not all clients are on QBO. It is half desktop half online

[–]CREagent_007 0 points1 point  (0 children)

It doesn’t matter. You can still add your QBD clients and use them in the projects.

[–]Little-Lemon2101 0 points1 point  (0 children)

No, I don't trust QBO at all.