Latest Discussions

  • Posted in: Open Forum

    I signed up for Drake & the RDU class. If you don't like the software, you can get a refund through 12/31. I did a couple of sample returns before I purchased & noticed that their diagnostics were OK, but not amazing. I'll be interested ...

  • Posted in: Open Forum

    I am thinking of starting a business.?? I have never started a business before.?? Does anyone have any suggestions for resources that would guide me on this endeavor? Thanks, Carolyn Shockley --- This email has been checked for viruses by AVG. ...

  • Profile Picture

    Client facing portal

    Posted in: Open Forum

    We have been using a ShareFile portal for a couple of years.  We ask clients to upload data to the portal and we deliver client copies of tax returns using the portal.  We have had limited success in getting clients to use upload data or retrieve tax ...


  • Connect Direct Contacts Update

    Good Afternoon, I wanted to take a moment to introduce myself and NCACPA’s Director of Membership, Teka Miller, as the new direct contacts for the Connect platform. Teka and I are excited to be working more closely on this initiative and are here to support ... more