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The thing you buy software for (like carrying total assets from page 4 to page 1 of the return) are also things that don't work in this new version. So this year I'm learning Windows 7, new TaxWorks, and reviewing EACH LINE of the return. I'm also quitting the profession. This is too much work, too much stress, too much liability, too much technology for not enough money. Good luck to all tax preparers in the future! Read more...

CPA reinstated by SEC

The entire Enron fiasco was a blight to all CPAs globally. The SEC reinstating Mr. Lowther to me is another blow to the integrity of all CPAs. He should not be allowed to ever "EVER" put CPA after his name for the rest of his life. To me it was a very despicable abuse of his designation and only after death should he be given a possibility of forgiveness, and not from the living, for this she-grin. I can assume that Arthur Andersen was rolling in his grave when the Enron issue came about, and now with this forgiveness I can picture him doing it again. This is a very sad event for all CPAs that have a conscience. Read more...

ATX issues

As a five year user of ATX i have had had so many problems with ATX that I am thinking of not using it at all in the future.From waiting very long for simple questions like putting in your PTN number yo actually producing errors in tax computations.I havr already complained to them with no response. Read more...

ATX Tax Software

I have been a loyal user of ATX tax software since 2005. I cannot believe how CCH could so totally ruin a product that the company valued enough to purchase a few years ago. I am personally pleased to see that change has been made at the top of the company. My comment back to CCH when I am sent a client satisfaction survey is that before purchasing ATX for use in 2013 I will take a cruise on a Carnival cruise ship. Read more...


CCH used to be the standard in tax. I guess the new owners don't understand or care about that reputation that took so many years to achieve. This is where personnel cuts can destroy a company in one year! Read more...


I used the software for the first time in 2012 filing season. I am a seasoned tax preparer so I encountered few problems. This year, however, is a much different story. Lots of problems and resolution is coming very slowly if at all. Has really put me way behind in the 2013 filing season. Agree with everything stated in the article. This has cost preparers valuable time and money and I want to know what they are going to do about it. Read more...

Gave up

Went round and round, tried my best, couldn't help hoping for a solution. Finally gave up two weeks ago, switching to Drake. Realized instantly that what TW has (had) in features, it more than sacrificed speed. I'm now getting returns out faster than ever. Wish I'd switched years ago Read more...


Haven't you been reading the blogs? They introduced a new tax software program in late Dec. and it went down in flames! Tax pro's are saying they are losing their businesses because of this failure, there are talks of law suits and companies getting their money back. My firm had to purchase a new software package from Intuit because of this massive failure. Read more...

windows phone

Snobs will be snobs. I have the windows phone and a profitable practice. Phone is incredible. I can work seamlessly with my desktop in my office. I-Phone users literally salivate when they play with it. Sorry guys, you are stuck with face book? That is a waste of time for any real business use. Oh, by the way, for my purposes, excel is the industry standard. If you are still bemoaning the loss of Lotus 123 perhaps it is you who is lost in 1984. Read more...

TBA top of Mind with Thought Leaders

I just returned from the Thought Leaders Symposium in Dallas. Much to my surprise and glee the discussion among the vendors and leaders was all about the the relevance gap in the profession. A pre-session survey among the leaders indicated that 60% of us agreed that relevance is the most important issue facing the profession. Jim Metzler of the AICPA acknowledged the "re-start" on this important issue. It was known 20 years ago. It was important 10 years ago. It is now mission critical. Author Geoffrey Moore recently released a white paper on the subject: https://www.google.com/search?q=geoffrey+moore+aicpa+whitepaper&ie=utf-8&oe=utf-8&aq=t&rls=org.mozilla:en-US:official&client=firefox-a This is a must read for everyone in the profession. He breaks the future down into these three steps: Digitalization, Virtualization, and Transformational. Most firms are still so busy going paperless and getting in the cloud, they are missing out on the only step that adds real value to relationships; transformational. These steps are not necessarily sequential. This three legged stool requires equal focus in all these areas. Those who want to live up to the moniker of TBA already know this. Read more...

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