Thank you for your extensive reply. I found it to be very helpful. I am also a one person shop with plans to add an assistant.
One question and some comments re my progress towards productivity, effectiveness, and workflow automation.
Q - which client portal DMS are you using and how.
MS OneNote - I write extensive notes in OneNote. I have a separate OneNote NB for each and every taxpayer and bookkeeping client. For T1 clients I have a section for each tax year. For Corporate and Bookkeeping clients I have a section group for each fiscal year. Although I have been using OneNote extensively since 2003, I am exploring alternative note taking and workflow apps for increased productivity and scalability. I am exploring CanopyTax, Thomson Reuters’ Onvio, and Xero Practice Manager. So far I like bits and pieces of each, but not well enough to switch yet.
Half my practice consists of complex tax, tax resolution, and rescue bookkeeping clients. The ability to work on documents spanning multiple years and identifying important missing documents is required.
SmartVault - I tried SmartVault as a bookkeeping document portal and document manager and found it lacking many features with I would have preferred for a combined Tax and Bookkeeping practice. The issue has been the collaboration with clients re missing documents and the requirement for document clarification.
TaxDocs by LedgerDocs - I am using/testing TaxDocs by LedgerDocs for this tax season for the pricing and ease of communication. I will check out your tools this summer.
Hubdoc - I have standardized on Hubdoc as the fetch and initial client portal for bookkeeping clients for their extensive fetch and superior data scraping into Xero and QBO. Hubdoc has a synch to Citrix ShareFile for long term retention and each of archiving. I am adding the entry level of Citrix ShareFile to this apps stack.
ReceiptBank - Last year I tried ReceiptBank. Without the extensive fetch I prefer Hubdoc.
LedgerDocs - For annual compilation, low transaction volume bookkeeping clients, price sensitive, and QB Desktop clients I have switched to LedgerDocs for the extensive messaging and collaboration. I will archive to Citrix ShareFile.
Rubex by EFileCabinet - as a Document Management System I love the tags, searching, and reporting of this product. It has a great workflow tracking system. However it is missing both the fetch and email templates so I passed on this solution.
17Hats - For this year I have implemented email templates and workflow into 17Hats. I am comparing this to CanopyTax. I passed on Asana and Slack.
Basically I am “dating” most of the apps, married to TaxCycle, going steady with Citrix ShareFile and Hubdoc, and married but thinking of playing the field on OneNote. An odd but somewhat vivid portrayal of where I currently stand with apps.
I am also working on packages, pricing, profit by customer, profit by engagement type, a lifetime value.