Our Most-Requested Feature is (Finally!) Here

The single most-requested feature over the years has been Conditional Questions, where the interview changes the questions it asks based on the answers already received. The simplest examples are status (corporation, LLC, partnership, proprietor), goal (diagnosis, merger, estate plan, loan), and location (jurisdiction, tax, climate), but there are literally thousands of others. The objective is…

The Knowledge Base

Our Knowledge Base offers more than 600 subject-specific articles and videos. They are keyword searchable (pronouns or conditions or divorce or Salesforce or thousands of others) and are also organized into six different formally organized courses. Our total training environment ranges from one page cheat sheets to 200 page manuals or anywhere in between, videos from…

Two Free Tools for Improved Creativity

The development of new ideas can be spontaneous, unbidden, disorganized and random; or, disciplined, focused, logical and specific. “Too many” ideas can create a burden for the brilliant among us by interfering with their more mundane but necessary thought processes and cluttering their mental attics. The majority of us suffer from the opposite. We need…