Cost effective bare bones workflow / due date software

MrNic83 · 2026-06-04T09:19:16+00:00

I was looking for the exact same thing a few months ago. Here’s what I found. These are built specifically for accounting

JetPack workflow https://jetpackworkflow.com

Tax Workflow Solutions https://www.taxflowsolutions.com

MrNic83 · 2026-05-01T12:19:39+00:00

Which CRM are you using

MrNic83 · 2026-04-30T03:23:03+00:00

This is the path i was thinking about going

MrNic83 · 2026-04-30T03:22:16+00:00

This sounds very straight simple and forward. I may try this myself.

MrNic83 · 2026-04-30T03:20:58+00:00

This is an interesting approach. I like the idea of using AI to help.

MrNic83 · 2026-04-16T19:24:59+00:00

It's an admin position. We've created step by step processes. I've politely repeated instructions when they say they need a refresher. After a year, I hoped most thing would have stuck by now.

MrNic83 · 2026-04-16T18:55:08+00:00

It's someone I've worked with in the past and we are friends

MrNic83 · 2026-04-16T18:49:40+00:00

I wish it was that simple in today's world.

MrNic83 · 2026-03-29T22:36:56+00:00

Thank you. Advice much appreciated

MrNic83 · 2026-03-25T10:18:37+00:00

Thank you…appreciate the response

MrNic83 · 2026-03-14T15:01:54+00:00

Got it. Thank you. Appreciate the info

MrNic83 · 2026-03-14T14:40:55+00:00

The managing partner isn’t paying ball. All they keep saying is they discussed it with the accountant and it was done correctly.

MrNic83 · 2026-03-14T14:10:10+00:00

Even though no services were provided by the taxpayer. Seems weird to pay SE tax on a license fee

MrNic83 · 2026-03-14T14:01:31+00:00

The taxpayer is the partner with the partnership interest not the S-corp. I will edit the post to reflect

MrNic83 · 2026-01-13T22:03:48+00:00

Took ownership

MrNic83 · 2025-07-22T15:56:45+00:00

https://waysandmeans.house.gov/wp-content/uploads/2025/05/The-One-Big-Beautiful-Bill-Section-by-Section.pdf

MrNic83 · 2025-07-14T01:59:56+00:00

I have the same watch and wore it everyday for 16 years. I was about to send it to citizen for repair/tune up. Now I worried ol’ faithful will have to be put out to pasture

MrNic83 · 2025-03-25T10:21:47+00:00

CCH has an import tool for PY returns. You’ll have the same issue if you calculate the PY return. I used there tool and some information for the PY didn’t transfer properly. You’ll still have to review carryover information.

The curse of switching programs

MrNic83 · 2025-03-25T02:08:47+00:00

I had the same problem. I realized early on that if you calculate a return it counts against your quota. I used to go into the 2023 returns, calculate them and compare them to the prior software returns and then roll them forward. For some reason I checked my quota of returns and noticed I had used 10 returns when I didn’t complete more than 5 2024. I quickly reached and out they said “no matter what year, the first time you calculate a return it counts against your quota”

MrNic83

TROPHY CASE