We're a small, growing practice and with 3 principals and 4 staff we need to improve our job tracking and automation.
Our tax work centres around TaxCalc so we're looking here first. They have recently released Practice Manager Plus so my questions are :
Does anyone use this product and have any advice about it ?
If you discounted it would you recommend an alternative ?
How did you setup your software - DIY or professional support and how did it go ?
We're in the early stages and don't want to take a leap in the dark. Thanks.