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Tool: PCPS Engagement Review Tool

Description: As you're wrapping up engagements, take some time to get feedback from your clients. You can improve your relationships with clients and identify opportunities to improve your firm processes using the Engagement Review Tool from the PCPS Trusted Client Advisor Toolbox.

Please post the following language alongside the tool & description: This tool is an example of the turnkey practice management tools and resources PCPS delivers.  PCPS is an add-on firm membership section within the AICPA.  A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for a broad range of practice management resources.  Find out if you are already a PCPS member or register for a virtual tour to learn more.


2019 Sunset Review
Latest Update - On April 16,  the Sunset Bill (HB 1520) was presented to a Texas Senate committee by Senator Kirk Watson (D-Austin).  This relatively early committee hearing for the bill is a very encouraging sign for its eventual passage. | Also see: White paper on the Sunset process

Wayfair Update - HB 2153, the legislation to deal with the South Dakota v. Wayfair decision, passed the Texas House on April 11 and has now been sent to the Senate.  There is a companion bill in the Senate (SB 70), but the Senate will likely move forward with the House bill.  Read an analysis of the bill. (4-16-19) | View more details about Wayfair.