Word as a secure container

When transmitting your tax documents this tax season, ask your tax professional to use their secure portal to transfer your documents. We like and use CrushFTP. If your tax professional doesn’t have a portal (probably because they aren’t on KatyCare), you...

Client Data Collection

QuickBooks has a useful feature in the Accountant’s Edition of QuickBooks. You can use a spreadsheet to enter transactions, then simply copy and paste the transactions into QuickBooks. If you provide bookkeeping services for a hundred clients, the obvious...

Faxing from your desktop

KatyCare clients can use our fax server to send scanned and other office documents via email. Send an email addressed to:   ###-###-####@fax.tc (###-###-#### is the recipient’s fax number) Attach the file you need faxed, this file should be a PDF, TIF or...

Focused Inbox for Outlook

Microsoft Outlook 2016 introduced the concept of the focused Inbox to help you manage your emails. Focused Inbox separates your inbox into two tabs—Focused and Other. Your most important emails are on the Focused tab while the rest remain on the Other tab. To turn...