by John Schmerold | Mar 5, 2019 | email, Microsoft Office, Security
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...
by John Schmerold | Aug 20, 2018 | Microsoft Office, QuickBooks
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...
by John Schmerold | Jun 19, 2018 | email, Microsoft Office
KatyCare clients can use our fax server to send scanned and other office documents via email. Send an email addressed to: ###-###-####@katyfax.com (###-###-#### is the recipient’s fax number) Attach the file you need faxed, this file should be a PDF, TIF or...
by John Schmerold | Jun 14, 2018 | email, Microsoft Office
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...
by John Schmerold | Apr 28, 2018 | ACT!, Databases, Microsoft Office, Web
Ever wish you could just type someone’s street and ZIP Code information and get a full address nicely populated (not to mention CASS-certified)? Now you can, with help from SmartyStreets. SmartyStreets “makes address verification easy” and best of all, it...
by John Schmerold | Mar 30, 2018 | email, Microsoft Office
Internet Message Access Protocol (IMAP) is one of the core methods of retrieving and storing email. Unlike POP, IMAP stores your email on the server, allowing access from multiple devices. Post Office Protocol (POP) stores messages on the server until deleted, usually...
