Discussion:Does anyone else use Beyond 415 Software yet?

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Discussion Forum Index --> Business Growth Community --> Does anyone else use Beyond 415 Software yet?


Kevinh5 (talk|edits) said:

25 September 2012
I'm doing the free 2 week trial to see how I like it to manage representation engagements and IRS notice responses.

I'd like to discuss it if you are using it.

RoyDaleOne (talk|edits) said:

25 September 2012
Do you have that many engagements and notices to handle that you need specialized software beyond what you already have to assist in the tasks?

I don't use the software but looked at it briefly and could not see me needing the software.

Kevinh5 (talk|edits) said:

25 September 2012
It does more than just scheduling/calendaring/reminding. It also has template letters (to clients and to the IRS) for various notices, and links to various research services (which I don't need, I already know how to research).

My problem is that our system tracks tax returns through the python well, but IRS notices get pushed to the side.

Kevinh5 (talk|edits) said:

25 September 2012
I'm hoping a system would help us not miss due dates, etc

RoyDaleOne (talk|edits) said:

25 September 2012
"I'm hoping a system would help us not miss due dates, etc"

So now you will have two due date monitoring systems?

Neither system can do the complete job or is not being used to do the complete job of due date monitoring.

Template letters after a few responses to the IRS you can have templates.

I can see where you are coming from and just hoping to ask some questions.

Kevinh5 (talk|edits) said:

25 September 2012
I'm liking the template letters, but anything new takes time to learn. I don't understand why it is slow on my system. It is internet based, and I have a fast connection. I've already had to correspond with their tech people about IE8.0 Compatibility View settings (it doesn't work with Compatibility View settings, and somehow my system has Compatibility View as the default, so I have to change back when most pop-up windows open.)

My goal is to have something that the front desk can operate to log correspondence into a trackable system, then to assign the completion of the task to various preparers (including myself), where follow-up is logged and tracked. The preparers don't know as much as I know, and I hate writing all of those letters myself, so this may be an answer that enables me to delegate the work I don't enjoy doing. It also may pay for itself through higher fees, as I tend to underestimate the time it takes to answer correspondence.

Fsteincpa (talk|edits) said:

26 September 2012
Kevin, I looked at the ads and was going to try. RD1 is old school ;-), so he might not like the new tech help. lol.

Unfortunately, or fortunately, a lot of DIYers are getting notices and then they come visit me. We also need to have a decent scheduling system and those templates seemed tempting.

Please keep us updated and let me know what you think. If you wish me to grab it and try simultaneously, let me know and we can compare notes.

Kevinh5 (talk|edits) said:

26 September 2012
Yes, Fred, request a free 2 week trial at https://www.beyond415.com/

I sent them 5 concerns/suggestions for improvement this AM.

BytheNumbers (talk|edits) said:

26 September 2012
There is also a software called PitBullTax. Don't know much about it but its out there.

Kevinh5 (talk|edits) said:

26 September 2012
I've looked at PitBullTax. Kind of expensive, and the 'solution' always seems to be an OIC. I don't need that kind of 'help'.

Fsteincpa (talk|edits) said:

26 September 2012
Sounds good Kevin, I'll have my office gal request it first thing.

Been meaning to for a while, this will be a good kick in the arse moment.

Actionbsns (talk|edits) said:

26 September 2012
Oh Fred,I'm going to pick on you here. "I'll have my office gal request it first thing" - seriously? As in "I'll have my gal call your gal and we'll do lunch". Thought we had worked that one out years ago. I hope you don't have her fetching coffee.

Fsteincpa (talk|edits) said:

26 September 2012
Feel free to pick pick pick, but do not, I repeat, do not expect change. While I do "fetch" my own coffee, the front office "gal" does do the dishes every day. My office "gal" manager, also referred to as my work wife does the womanly higher end stuff in the office. Pretty soon, after she gets her EA, we'll call her something else.

ROFLMAO. My BQ Ladies are wonderful and their sole purpose during their workday is to make my life easier. It's stated upfront in the job interview and it's what is expected. I yell at them when they ask me what's for lunch during tax season. I tell them it's their job to think for me on those areas that I don't need to think about.

Like my many ex-wives and girlfriends, they may eventually leave, but they will always love me.

Fsteincpa (talk|edits) said:

26 September 2012
And the funny thing is that the front office Gal, when I tell her to do something she doesn't wish to do and she refuses I tell her I will fire her and she says, and I quote "If I do do that, Tioni will fire me, and you can't fire me, only she can, so there"

And the things I try to tell her to do, we can't really mention them here. We have a truly dysfunctional family style office atmosphere here.

Kevinh5 (talk|edits) said:

26 September 2012
I once had a front office 'gal', who was really the receptionist/clerk not show up for work ever again after I asked if she could clean the office toilet. Well, someone had to do it, it was getting nasty, and clients expect better than that.

Actionbsns (talk|edits) said:

26 September 2012
Well, the thing is, toilets don't really care if it's male, female, employee, or boss cleaning them. Any hand in a dirty toilet will do. I'm just wondering why your cleaning crew isn't taking care of that task, Kevin. I would think it is part of what your paying them to do. It would really be nice though if you boys would at least refer to your staff as "my assistant", or "my receptionist" or "my person who does the greatest job in the world". "Gal" is so 50's and you are dating yourselves here. JMHO  :) and along with it, the little sign that looks like someone sticking out their tongue that I don't know how to do.

Kevinh5 (talk|edits) said:

26 September 2012
I was using the term 'gal' only because Fred was. She was my receptionist, and yes, I did take my turn cleaning the toilet. This was when I first started in business some 24 years ago.

Actionbsns (talk|edits) said:

26 September 2012
Yay, Kevin. I knew there had to be some peer pressure. You're off the hook, or the brush, as the case might be. Fred?

Fsteincpa (talk|edits) said:

26 September 2012
Sure, blame it on me Kevin. First off, I wasn't born until the mid-60's, so there :-)~

And my "assistant" has gone from running my restaurant to assistant, to office manager and now RTRP, payroll specialist, sales tax guru and eventually EA. I've got it so that clients are calling for her, instead of me.

Now, back to our regularly scheduled programming.

RoyDaleOne (talk|edits) said:

27 September 2012
I use Drake software and they have a link to Beyond 415. Drake has "purchased' a couple of products in the last couple of years and I don't recall more than this.

Wonder if Beyond 415 ties in to Drake?

Kevinh5 (talk|edits) said:

27 September 2012
It does, kind of. You can export your client data to a comma delimited file, then import that into Beyond 415.

Tax Writer (talk|edits) said:

27 September 2012
My office partner uses the Tax Corresponder for templates and swears by it. It's cheap and she upgrades each year. You can import client names and addresses from Lacerte, so typing the letters is a breeze unless you have something really unusual. I never really bothered with it, but she hates writing letters to the IRS so much that I think she'd rather clean toilets.

Kevinh5 (talk|edits) said:

27 September 2012
By 'Tax Corresponder' are you referring to CFS TaxTools product? I have that, but it doesn't track projects or offer me due-date reminders.

Tax Writer (talk|edits) said:

27 September 2012
By 'Tax Corresponder' are you referring to CFS TaxTools product?

Yes, that's the one. I know my office partner tracks due dates by printing off reports in Lacerte-- then the receptionist calls and e-mails the late clients. It's worked so far-- she hasn't missed filing a return for a single client. As for projects-- I think she also uses Lacerte to track other deadlines, but it's usually our position that the client has primary responsibility for those.

RoyDaleOne (talk|edits) said:

28 September 2012
There are stand alone due date software, time and billing software that includes due date monitoring with task assignment, staff schedule, but generally do not include template IRS letters.

Kevinh5 (talk|edits) said:

28 September 2012
Yes, there's "File In Time" software. I hate having so many systems. I just want everyone to get along.

RoyDaleOne (talk|edits) said:

29 September 2012
http://accountants.intuit.com/tax/lacerte/add-ons/intuit-practice-management.jsp

Batch post Lacerte invoices and Time and Billing invoices directly into QuickBooks


Quickbooks, Lacerte, time and billing, engagements, etc.

Now having that what you want may exists, what you going to do, when they come for you?

Kevinh5 (talk|edits) said:

30 September 2012
Bad boys, bad boys, what'cha gonna do? What'cha gonna do when they come for you?

Fsteincpa (talk|edits) said:

1 October 2012
We have just signed up for the trial, I will find some time later to take a look. Will let you know my thoughts. On the software, not necessarily the random ones floating inside me. Those would just be bonus thoughts.

Fsteincpa (talk|edits) said:

23 October 2012
Kevin,

I haven't used the software yet, my office manager has been the one using it to rid ourselves of a stack of notices. Her opinion was, let's keep it. We haven't even sat thru the 45 minute walk thru with Joel yet, but that will be this week or early next.

She didn't like the adversarial tone of the letters demanding based on such and such code that the penalties be abated. We take their wording and then use some kinder words requesting vs demanding an abatement.

The first letter I saw come out was for relief of a partnership late filed return. It had clear concise statements of the code section that gives the client relief and was quite thorough.

Have you had a chance to use it yet?

I would hope that they will eventually add states to the program. Obviously, NY and California.

It also allows you to add your own templates so that you can make your own NY file.

TimL21 (talk|edits) said:

31 October 2012
Kevin,
 How was the trail? I was going to get a trail but its to late but I want to take advantage of the special price to save a few buck.

TimL21 (talk|edits) said:

31 October 2012
Kevin,
 How was the trail? I was going to get a trail but its to late but I want to take advantage of the special price to save a few buck.

Fsteincpa (talk|edits) said:

31 October 2012
Tim, you will always be allowed a trial. Ours was even extended because we started ours right before the deadline. D'oh.

Not sure of Kevin's review, but I am giving it 3 thumbs up and will be purchasing it tomorrow when Joel Abernathy, the owner I believe, calls back.

Tim, the special offer is for the Guidance only portion. We thought it was a deal too and called up on it because we received an email. We're getting the entire package which is $40 a month, or $4 and change for the entire year after annual discount. We're going with the monthly until tax season, then purchasing the annual then, simply because I like my annual bills to coincide with tax season.

I've simply seen the letters generated and quickly glanced through the programs. We're doing the full walk through with their staff next week, after we purchase it. The letters within, that are auto generated were a little too demanding for the way we correspond with the agencies, but we just modify them to say please and thank you and remove the we demand and expect you to parts.

With the ever increasing amounts of letters received, I think this will streamline the process. I also asked about state modules and was informed they will be focusing on finalizing the federal one first with most possibilities and then will begin adding states. The module does have the ability to add templates, so you can add them for state situations on your own.

TimL21 (talk|edits) said:

1 November 2012
Fsteincpa,
  Thanks for your input , it wasn't just for Kevin. I'm looking for all reviews to see different points.  I was really thinking bout going with it.

Kevinh5 (talk|edits) said:

1 November 2012
I sent them an extensive list of things I'd expect to be fixed before I would buy. The main one is the font size of the letter text needs to be adjusted so a normal person can see. It doesn't work like Word where you can adjust the font size.

Fsteincpa (talk|edits) said:

1 November 2012
The font size was small. The letters can't be copied and pasted into Word?

What other items didn't you like Kevin?

Kevinh5 (talk|edits) said:

1 November 2012
I couldn't get them to copy and paste into Word as text, only as a full screen print.

I'm not at my office, so I don't have my list, but

Should be able to scroll through all clients, not just page through 10 at a time.

was another one

The software is still clunky and would not save me time because of all the handstands and gymnastics I'd have to go through

Kevinh5 (talk|edits) said:

1 November 2012
Also, I didn't like the fact that your client list, including ID numbers and tax problems, resided on their server instead of my own computer. This really necessitates a 7216 disclosure letter to be signed by each client before you can even load them in.

Not cool.


the program was written by a bunch of 22 year olds with perfect eyesight but no insight into our actual world.

Fsteincpa (talk|edits) said:

1 November 2012
Looks like today, I will be looking at those things. See what happens when you designate. I had no idea the info resided on their server. I simply looked at the finished product.

I don't like sensitive information residing elsewhere if it can be avoided. The 7216 letter is a minor annoyance as we have templates that we already use when we share information with clients financial advisors. We could simply have them sign the letter at the same time they sign the power of attorney.

Curious as to the handstands and hoops you mean. And I can see it being a bigger negative to you, who has many of these letters and responses already down pat. I like the premise of the guidance portion, which can be purchased separately, that allows you to punch in the notice type and some other key words and it generates the issue and the possible solutions.

Again, I only briefly reviewed, but now, based on Kevin's warnings, I will look at a little deeper. I still haven't seen enough for me to not buy it on a monthly basis. I am good with wasting another $120 for a 3 month more in depth look.

I do understand the program is still in it's infancy stage, we'll have to see how well they take these considerations into account and modify.

Kevin, did they indicate that they would look into your suggestions/criticisms of their product and they would fix those points?

I can definitely see how only seeing 10 clients at a time will be burdensome after a while.

I'd also like to see this integrated with a CRM type product.

Kevinh5 (talk|edits) said:

1 November 2012
They offered me a HUGE discount to buy now in spite of the issues I noted. But to me, if I can't read the letters that it spits out, it is worthless.

I wouldn't expect the IRS to look kindly on letters they can't read either. It would reflect badly on me to not give them consideration by sending thm a 3 page letter in 8 point type.

No, I'll wait to see if they make some of the changes I suggested. They did indicate they passed on my suggestions to their programming team.

But I think they will not give on the 'hosting our client list' thing because that's how they enforce the subscription renewal. And that is a deal breaker for me, because of 7216 issues. My clients with tax problems don't need any more worries about someone else knowing their tax problems.

Fsteincpa (talk|edits) said:

1 November 2012
Kevin, definitely, please share your other concerns so I can add them when I talk to them later today. Got in to office and discussed with office manager, she and I, after discussing what we get from full program, agree with you on the hosting aspect, the benefits given do not override the concerns pointed out.

Just got off phone with Beyond 415 and it was a good discussion. Was offered workarounds for the 7216 letter but they were gray area workarounds and those aren't good for us. I like to work gray area with IRS, not with clients.

I believe we will be looking at getting the Guidance portion of the program. That is simply the research part. The client work-flow portion is the area that gets maintained in the cloud. I tried to brainstorm ways with the rep for other workarounds but nothing came up.

We were able to copy and paste into word processing programs, although, as Kevin said, there was much futzing around that the program, as it is, did not provide anything more than organization of data. After discussions with Office Manager, we can establish appropriate techniques in office. I would prefer a system based one, but we'll manage.

They had a promo running through yesterday and I requested it to be honored. Was told that those are hard written into system and maybe a 10% discount could be offered. I asked him to stop immediately as he would lose all credibility by fibbing to me as we all know discounts can always be obtained.

Fsteincpa (talk|edits) said:

10 January 2014
I have been seeing talk on Beyond 415 on other forums and I have been using it for a while now, except for that we opted out of the hosted portion and use only the guidance/research part.

Well worth it.

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