Worksheet

CPA client software scorecard

Use one sheet with a line per test. The lines cover engagement letter to job, scope change, hours against fee, request list, reminders, portal, entity calendar and single client page. Columns hold the vendor name, a pass or fail from your live trial, the staff member who tested it and a note on any workaround. A footer lists the partner’s two deal-breakers.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Choosing client record software for a CPA firm that also advises”, www.gullysystem.com/blog/choosing-client-record-software-for-a-cpa-firm-that-also-advises