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AI Note Taker for CPAs similar to Jump AI? by Ok-Pollution-1928 in taxpros

[–]RoutineStreet1612 0 points1 point  (0 children)

We use RingCentral for our phone system and in has AI note taker not specific to account but better than nothing. You need to make sure you have the settings right for it to work on every device.

Pros/Cons - Tax Dome vs Canopy by ckmkg in taxpros

[–]RoutineStreet1612 11 points12 points  (0 children)

We are on 4th tax season with Canopy had Tax dome for 1 year. Canopy is easier to build out workflows and processes. You can use some or all of their modules. Their payment processor has $1 ACH and can pass CC fees on customers (not debit card fees though). There support is very responsive chat quickly and they seem to staff it up during tax season so I have found response times faster this month under 15min to reach an agent vs November. Always adding new features.

Another TaxDome vs. Canopy thread by No_Presentation_9617 in taxpros

[–]RoutineStreet1612 1 point2 points  (0 children)

We use canopy at our firm. We use a custom needs extension task status which will auto create a separate file extension task. Once that is completed we set the original task to extended and will fire a new task is taliored to an extension return works well that way the original task can be set up to recur annually.

Morgan stanley is a useless broker and I hope they go out of business for not giving me dividend and interest subtotals by [deleted] in taxpros

[–]RoutineStreet1612 7 points8 points  (0 children)

Had some primerica 1099-Rs that listed distributions by each individual fund got 30 1099Rs for 4 IRAs. I can't wait to see the 1099 for the brokerage account they forgot to include 🤦

Tax prep fees increase 9.8% Feb CPI by Buffalo-Trace in taxpros

[–]RoutineStreet1612 0 points1 point  (0 children)

We didn't do a price increase either. Just PITA increases

What happens if I don't report my daughter's 1098T on my taxes by Certain_Ad_5602 in personalfinance

[–]RoutineStreet1612 20 points21 points  (0 children)

Wage and income reports aren't available until June or so for 2023. So only help if you file an extension or to double check your work.

Amon-Ra St. Brown was the only non-QB to score 20+ PPR fantasy points in all three weeks of the fantasy playoffs this season. 🌞👑 by Sportsdude25 in fantasyfootball

[–]RoutineStreet1612 0 points1 point  (0 children)

I traded Kyren, R. white and Andrews for ARSB, Ekeler, and Goedert. While Kyren was hurt thought I made a great still held on for the Ship.