It is with a heavy heart I think the time has come to move away from TaxCalc. A system that is well priced, user friendly and was once reliable has now become more of a headache than a solution.
I always found the tasks and task notes to be slightly unpredictable, however by keeping an eye on them everything else worked seemlessly. TC have just upgraded to a new practice management hub which has caused our system to go nuts! Tasks will not complete, recur, or recur on the correct date, notes have gone missing from one client to appear on another, and most worryingly our client addresses have all moved around between each other (thank god for back-ups). This is all I've found naturally thus far, however it has caused enough of a headache for me to look elsewhere, after really falling in love with TC since we started using their system for everything, aside payroll (Brightpay - love it!).
Data and reliability are so valuble and I just cant bang my head against the wall anymore.
I have reached out to CCH & BTC to speak with their sales guys and have downloaded a free trial of BTC. BTC does look less user friendly but then any new system will take a bit of getting used to... A well priced, integrated, reliable solution is what we're after. If anyone has any insight regards systemes and data transfer please post below!
Thanks in advance,