My income tax office is going through some practice management growth. Thought it would be helpful to see my struggles as I navigate this tax season. Inplementation of the software, society news (that I want to stress), tax law. I would also like this blog to reflect my (super wierd) personality, so you will get some personal info as well. Looking forward to getting used to writing regularly ...
So, I purchased Practice CS from Creative Solutions. I have NO DOUBT that this program will make my life so much more organized and help me be more effective to my clients. I haven't set it up yet, though. How dumb is that??? Let's start something new DURING tax season ...
Candy Cross (the lady who knows ALL at Creative Solutions) has been very encouraging. I am going to take an online class tomorrow. And my good friend, Gordon Dito, has sent me his lists to help me find a starting point.
I'm booked all day today, so starting this blog is the best I can do today.
More tomorrow.
Thanks for following me!!
Cherry
So, I purchased Practice CS from Creative Solutions. I have NO DOUBT that this program will make my life so much more organized and help me be more effective to my clients. I haven't set it up yet, though. How dumb is that??? Let's start something new DURING tax season ...
Candy Cross (the lady who knows ALL at Creative Solutions) has been very encouraging. I am going to take an online class tomorrow. And my good friend, Gordon Dito, has sent me his lists to help me find a starting point.
I'm booked all day today, so starting this blog is the best I can do today.
More tomorrow.
Thanks for following me!!
Cherry
Quick clarification - Creative Solutions is really Thomson Reuters (which I struggle with spelling ...) so I took a short cut that was incorrect. Thomson Reuters has been fabulous in helping me with all my needs! I called it Creative Solutions to them, too. They told me the correct way to "name" them. It is so nice to have such a responsive vendor!! Wow, they are really reading what I write to them after I pay for the program. (I knew they would - but it should be mentioned as far as I'm concerned!!!)
ReplyDeleteI have received encouragement and feedback from both my sales person AND support. All without waiting on hold. WooHoo!!