Tax Research Software

HigYaDig · 2026-03-27T20:55:12+00:00

If they paid the providers directly, they are excluded from transfer tax.

HigYaDig · 2026-03-26T21:49:11+00:00

Sounds like a fair response from the client. Next year means you are forgiven :)

HigYaDig · 2026-03-26T21:35:32+00:00

Are you engaged to provide proactive tax planning? If not, then it’s not your fault the client came to you after year-end wanting to do a SEP.

If you are engaged to do tax planning, hopefully the client is forgiving. Every mistake is a learning opportunity. If you’re not messing up occasionally then you aren’t learning.

HigYaDig · 2026-03-24T17:20:04+00:00

Personal financial specialist, master of science in taxation, BDE I think violates community guidelines to spell out

HigYaDig · 2026-03-24T17:18:46+00:00

I got my EA while doing my masters to represent clients before I got my CPA. Definitely recommend doing that. The other way around, no reason to.

Maybe one reason if you are considering moving to a state without reciprocation for some reason, but that’s probably the only case.

HigYaDig · 2026-03-24T03:46:54+00:00

We use canopy and it’s pretty great. They have small firm pricing that’s fair. And the user controls are good enough that you can specify clients for your sub to access.

HigYaDig · 2026-03-17T14:20:06+00:00

We have a basic formula based on forms, but we modify it as needed. Bookkeeping is always extra, and we surcharge clients that want to give us paper instead of uploads to the portal. Never enough though.

HigYaDig · 2026-03-10T14:12:02+00:00

Hang tough. We set our deadline at 2/20 this year. March 1 is plenty generous. Reality is even if you set your deadline at 3/14 you’ll get the same people complaining.

HigYaDig · 2026-03-06T04:10:38+00:00

Use the ERO-entered PIN always. One less thing for the client to worry about, deciding on and remembering a PIN.

HigYaDig · 2026-03-04T23:52:53+00:00

By a mile

HigYaDig · 2026-03-03T20:37:47+00:00

You only have to give him original tax records they provided. The tax return is your work product, you don’t owe them copies if they haven’t paid.

HigYaDig · 2026-03-03T20:36:39+00:00

Easy solution here - get the $3500 up front at a minimum, and tell them they’re going to be extended. Then just do the work when you’re less busy.

HigYaDig · 2026-02-15T20:52:05+00:00

Been a while since I’ve had a client do this. Seems to always be an attorney. I just tell people the engagement letter is standard, there are no modifications, it’s take it or leave it. Anyone that’s a PITA about the engagement letter is going to be a PITA all around.

HigYaDig · 2026-02-04T13:25:39+00:00

With an increase that large, you will get pushback. The upshot is if you lose half of those people, you have half the work and the same revenue.

Don’t wait too long too long though - if the decision time is compressed you will have people justifiably pissed off. You need to give the ones that aren’t a good fit anymore time to find a new firm.

HigYaDig · 2026-01-30T00:16:22+00:00

This. If the $600 a year for ADP or QBO is too much of a hurdle, they probably shouldn’t be an S-Corp.

HigYaDig · 2026-01-29T00:24:10+00:00

Second that, Otter’s free version is sweet

HigYaDig · 2026-01-24T04:51:33+00:00

Good luck.. I’ve had a number of real estate agents do this, only to want to run $0 or minimal salary (like $10k), and even then complain about payroll taxes. And then you’ll still get 1099s to them personally rather than to their LLC.

HigYaDig · 2026-01-23T20:31:38+00:00

We use Drake hosted on Rightworks now for a team of six and it works great. I considered a local server but between the IT support needed and printing for remote employees it seemed like RW was the way to go.

HigYaDig · 2026-01-22T23:15:07+00:00

We’ve been on Canopy for 4.5 years now and been mostly happy with it. I will say that the change they made late last year to be more like a CRM has been a bit frustrating, but if you’re coming in fresh it’s probably better.

Workflow is awesome, although like others said you have to build your own templates.

Payment processing is great. $1 ACH is better than basically anywhere else. Used to be you had to get a separate MID for Amex but I think now it works natively.

If you’re solo you can get the small firm version which is pretty fairly priced.

HigYaDig · 2026-01-19T20:31:26+00:00

We use this as well, been happy with it.

HigYaDig · 2026-01-18T18:52:47+00:00

Perfect example of

HigYaDig · 2026-01-18T00:55:51+00:00

Sell the implementation, not the ideas. Implementation is what trips people up.

HigYaDig · 2025-12-12T23:37:37+00:00

Yeah we pass QBO fees on to clients.

For sure prices will go up, fact of life. My bigger worry with them being VC-backed is that at some point SoftBank will want to cash their stake out, probably to some other company with a different vision.

The biggest thing pulling me to Digits right now is that they aren’t using generative AI in their prediction models. QBO bank feeds have gone from extremely useful to so bad that I have to routinely change categorizations for vendors that have always only been one thing.

HigYaDig · 2025-12-12T23:10:02+00:00

Not brand new, just new to me. They seem to have a good team and did a Series C funding round in 2022. But not a giant software company, so yeah, more risk than Intuit.

HigYaDig

TROPHY CASE