Receipt Bank Testimonials

“I don’t think there is a product that’s comparable to Receipt Bank. The advantage is, the client is more in touch with the accountant. It used to be the more paper you gave them the more justified you felt in charging them, but now if you don’t go to the cloud, someone else will and the client will go with what is easiest for them.”

"Accountants love to make things complicated, which is why my top tip for tax season is… Keep it simple! When you’re really busy, it’s easy to make mistakes or miss deadlines. So do yourself and your team a favor and keep it simple. Pricing is a great practice area where you can try this out. For instance, simplify your model so it’s easy for anyone on the team to price out add-on type services for clients. That way you as the partner or manager don’t have to do it. Let’s say you’re filing 1099s for clients. Rather than billing based on time and expenses, consider fixed fee, tiered pricing based on the number of 1099s, assuming that you’re doing the books and clients are providing the vendor data. You could add a markup if you also have to gather W-9s from vendors."