They killed plugins ☠ Though a lot of the same plugins are now "Custom GPTs" that anyone can use

Ignition or Anchor!

Yep! kzbin.info/www/bejne/ZqikqpWkfblkicksi=6fkviqdoqiGNfHw7

If you know you're going to change software in the next few years I'd rip the bandaid off, and probably steer clear of WK. They are all independent platforms. Drake or UltraTax is my rec for most

Thanks for being here Jessica and good for you!

@jasoncpa Good for you Jason! It seems you've made a great life for yourself. I have a large family so "buying my time back" is my focus currently. My youngest just started kindergarten. I want to be able to spend more time with my older kids and granddaughter. Thanks again!

It's just a soft box with a grid!

Great Q! It's very dependent on how relevant the experience you're getting is to the shop you want to run For example many folks go into big 4 doing audit but want to open a tax shop At a minimum you probably want a few years highly relevant experience, but I went deeper on this subject here if it's helpful kzbin.info/www/bejne/bYa9fIN_q7aiqqMsi=W3W0VihWOqiuefmu

Re: niche, she is super general, I was mainly pointing to her use of lead magnets Re: value first, the approach you're describing is purely the technical accounting bit. The 'doing of the accounting' is what gets you in the door, the greater opportunities lie in solving account-adjacent problems for the entrepreneur. Re: a unique proposition, every industry and type of entrepreneur has unique needs, so the more specific you get the easier it is to find the unique proposition. It's akin to saying an accounting firm is the same as any other professional services biz. In some ways it is, in many ways, that you don't see until you're in the thick of it, it isn't.

Thanks Katherine! Honestly either one is a good choice and they're so similar it probably comes down to some very personal preferences. Try taking both for a spin and see what sticks! I think they both do a free trial.

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Hi Nathan! All new updates will be applied to clients which have already been added.

Unsure but I'd love to see it!

LiveFlow can!

Get your head out of the gutter hartman

@@kgtstudios4850 you could use Adobe Pro stamps to do that. If you're just looking for a uniform way to mark items done. Could also change file names once an item is complete.

Honestly the doc mgmt space kind of sucks right now. I don't have a great solution, but discussed the problem more in depth here if it's helpful kzbin.info/www/bejne/sKSmmIWarMR_r7ssi=Fjw_wwW00tcZE6Cm

He covers this in the video. Not specifically ProSeries, but the same limitations apply. Test them both and figure out if the money is worth it to save time by having software manage all that for you.

@katherinemyers2024 I watched the video. I also watched his videos where Jason has said to ask in the comments for social proof from people who have done both and get the benefit of their mistakes. The salesperson for ProSeries believes their online organizer is very similar functionality to the Stanford Tax one. So it would be nice to see if someone has tried both. I'll do a test run of the ProSeries one this week and see for myself, but I was asking in case someone else has experience with it.

@@LightemupWMH I personally never take a sales persons’ thoughts and always test myself. At the end of the day, they make money if you purchase and likely won’t see you again after you sign up. ​​⁠Unfortunately, I do not have experience with both to help, but from what I’ve heard ProSeries does not do follow-ups nor do they “read” and organize the documents for you based on what it includes. I additionally don’t believe it can handle a bundle and separate according to type, however, it’s been about 9 years since I was in ProSeries and haven’t heard great things about the portal since. However, I agree to definitely test it yourself and find out 😊 because everyone’s needs are different!

Hi Paul, Dan here from StanfordTax:) Just wanted to let you know we're opening that up tomorrow (the integration for ProConnect uses the Lacerte data file which you can request from your account manager at ProConnect - we'll be providing the instructions)

👄DO IT