Question
Pricing tax prep in PTO
This is the first time I have used ProConnect Tax Online. The other software that I have used all had a place where you could set preferences, the big one being pricing. Is there not such a function in PTO? If not, how does an invoice ever get to the client? I'm coming here from Drake solely because I'm going totally virtual, but I'm not sure I made the right choice here. Thanks for your input!
