Atom portal

[ILLMAS]

Any one use Atom portal here?  

[Lion EA]

I can't speak to either yet, but am trying to consolidate my client communication with Taxaroo. The CEO is a tax preparer, a security consultant, and just it case it matters a Methodist minister. Check out their demo or watch a tour at least: https://taxaroo.com/

 

[Patrick Michael]

I signed up for Taxaroo after a promising webinar and have run into a number of bugs (hard to read font's, customized interviews not working, issues with clients being able to sign in, video conferencing not working).  They are responsive to the issues I have been having and have fixed some of them but many are still waiting to be fixed.  I think this is their first year so some problems are to expected.  

Have you had any issues with them Lion? 

[Yardley CPA]

CCH's iPortal has treated me relatively well over the past two seasons.  Looking forward to using it again this year. 

 

[Lion EA]

Just barely begun. (Finished last payroll taxes and already have partnerships/S-corps dropped off, a busier January than usual.) The firm has existed for some time, but new ownership tried to bring it up to date in both functions (video chat is new, I think) and in security. Maybe too much too fast... I'd hoped to spend January getting familiar with it, starting a few early clients on it. Maybe February; except for businesses, my clients don't get all their documents and drop off for another three weeks or more. You may hear from me!