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Automated Checklists including Opinion Support
Automated Notes & Queries
Automated Letters
Note this product requires
CaseWare Version 2006
Download Sample file - Version 5.6
–February 19, 2008
Automated checklists
have been developed for the following topics:
- Corporate Tax (also has Notes & Queries and Standard Letter with over
100 standard paragrapghs)
- designed for the SME market,
one CA firm requires staff to use this system for all public
company clients
- Users Manual for Corporate
Tax
- Practice
Inspection
- based on the Ontario
June 2006 FOCUS ON PRACTICE
INSPECTION FINDINGS – 2005-2006
Watch this space for new developments or request by e-mail to be advised of new checklists as
they are developed (some are already in development).
Are accountants potential sources of more business
for you?
- Do accountants encounter
situations where you can help them with their clients?
- Do accountants have the
information you need to help their clients but do not realize it, or,
believe it is impractical to follow-up on it?
- Do you want accountants to
pre-qualify you to their clients?
- Are you an expert in your
field?
If
you answered yes to each of the above,
contact Joseph Macdonald
at joe@macdonald.ca or 416-357-4038
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