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Talk about your business
Thanks everyone for the replies. I agree completely with mastering one application and figuring out how to work work with a client who may be using a different, in-house application. The reason I asked in the first place is that it’s already come up; someone found out by word of mouth that I am doing this, they need someone, but they use Sage. I suppose the solution there would be “it depends”. Yes I would consider becoming a ProAdvisor, not necessarily to market that designation, more to make sure I’m using the application in the most efficient way possible. Re: compete with H&R Block. Never. That isn’t what I want to do. I only want to understand the mechanism by which they can offer an instant refund and then get paid. @Peter_G_Stone I agree, stories make it (whatever “it” happens to be) sound easy/glamorous/efficient. It seems we have both learned that practice never looks like theory and sometimes you just have to figure it out. I have signed up for the QBAO trial and will see how that works.