[WSBAPT] Billing Software - solo firm

[Paul Neumiller]

I use QuickBooks Pro (but any program will be a huge investment of time to input all of your existing cases.)  Nice thing about QB is that it is made by Intuit so there is a smooth transference of data to autofill your Turbo Tax forms for tax returns.


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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Friday, January 31, 2020 10:09 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Billing Software - solo firm

Greetings List -

It is time for me to invest in software for billing - hand tracking and then re-typing into an invoice is no longer the best use of time.

My prior life working for other firms had me work with a variety of different programs that were designed with larger firms in mind - but I am hoping to get recommendations for one that is easy to use (mobile friendly, if possible) and within a reasonable price for my current size.

Thank you!
Brent

Brent Williams-Ruth
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Office/Scheduling Phone: (425) 830-5134

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