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Discussion Forum - Business Operations and Development
Software. Marketing. Training. Running your business.
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Site guidelines and moderation
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admin
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21-Aug-2014 6:55pm
FAQ: How this board works
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Topics
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Qualifying and Onboarding New Clients
2785
Views
13
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CP Hay
CornerstoneCPA
18-Jan-2021 2:44pm
Client requesting a copy of tax return emailed
3471
Views
17
Replies
jasito96
HowardS
18-Jan-2021 11:37am
Clients bookkeeper
1413
Views
2
Replies
hester
JAD
12-Jan-2021 3:41pm
Ramsey E. L. P.
1918
Views
4
Replies
HenryDavid
basisschedule
12-Jan-2021 2:53pm
Turning Down Business To Specialize - it Doesn't Feel Right
3339
Views
17
Replies
ItDepends
CornerstoneCPA
12-Jan-2021 12:02pm
IRS Practitioner Line question
2941
Views
8
Replies
ode923
wel
10-Jan-2021 6:10am
Tax Organizers
3441
Views
14
Replies
Kendrick
ItDepends
6-Jan-2021 5:41pm
SS benefits for non-working spouse
1221
Views
1
Replies
philly
Seaside CPA
6-Jan-2021 4:12pm
Looking for input on my postcard mailer...
1855
Views
6
Replies
basisschedule
HowardS
4-Jan-2021 3:48pm
Client's Lacerate software Tax documents requested
2738
Views
8
Replies
RonH
CornerstoneCPA
4-Jan-2021 10:51am
Advocating for Client
2620
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9
Replies
ManVsTax
ManVsTax
31-Dec-2020 1:00pm
Services requested beyond the scope of engagement?
2040
Views
6
Replies
ItDepends
ManVsTax
28-Dec-2020 6:04pm
Amazon QBO App and Analytics for business accounts only
1482
Views
0
Replies
lenraphael
lenraphael
25-Dec-2020 3:59pm
E-Filing IRS elections on business returns in ProSeries
1557
Views
1
Replies
keninmichigan
Frankly
24-Dec-2020 10:24pm
Most Effective Way to Gain Clients
4005
Views
17
Replies
TaxMan2020
ItDepends
24-Dec-2020 1:40pm
Fax Service
1
,
2
6636
Views
27
Replies
WBR
Beagle
24-Dec-2020 8:23am
IRS FORM 8554 QUESTION
1411
Views
1
Replies
Dimond
SumwunLost
24-Dec-2020 7:57am
Rubber Stamp Signatures
1628
Views
3
Replies
SumwunLost
CornerstoneCPA
23-Dec-2020 9:00pm
irs offices open
2850
Views
11
Replies
zl28
novacpa
23-Dec-2020 3:52pm
Trying to Specialize - But New Clients Not Having it
2082
Views
5
Replies
ItDepends
ATSMAN
23-Dec-2020 6:36am
tax refresher options for 2021 tax season
1866
Views
4
Replies
cl2018
cl2018
21-Dec-2020 1:46pm
E-Sign Service
1555
Views
2
Replies
TaxItRight
CornerstoneCPA
20-Dec-2020 9:28am
Any Timesolv users?
1361
Views
0
Replies
lenraphael
lenraphael
19-Dec-2020 12:35am
tools to create fillable pdf?
4982
Views
17
Replies
cl2018
cl2018
17-Dec-2020 11:27am
Taxpayer Advocate Service
1488
Views
2
Replies
CP Hay
Webster
15-Dec-2020 1:54pm
IRS Notice 1444
1827
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3
Replies
HowardS
HowardS
15-Dec-2020 12:52pm
Accounting Firm as SCorp?
3797
Views
14
Replies
TaxMan2020
ManVsTax
15-Dec-2020 8:36am
Payroll for starting CPA firms
1563
Views
2
Replies
Abdelkhalek
ManVsTax
14-Dec-2020 2:17pm
Continuing Education credits for EAs
1417
Views
1
Replies
Andrew
Beagle
14-Dec-2020 10:15am
Taxpayer Pays Wrong State
1744
Views
4
Replies
CP Hay
ManVsTax
14-Dec-2020 8:25am
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