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Huskey Practice Manager’s Billing Process

November 26, 2018 by Jason Huskey

Your monthly bill will be prorated based on the number of active users you had per day. 

Here’s an example: Let’s say you have 1 user all month and a second user for half the month.  You will be billed $10 for the first user and $5.00 for the second user.  This will be a total bill of $15.00.

The charge is approximately 33 cents per day per user (depending on how many days are in that month).

Your First Monthly Bill May Be Confusing

The first month you sign up, you will only be billed for one user.  This is true even if you added other users during your trial period. 

Your second monthly bill will include an extra charge to cover the other users that were not included in your first bill.

Here’s an example: Let’s say you added two users during your trial period.  Your first bill will only be $10.  Your second bill will be $30 which includes $20 for 2 users in month 2 and $10 for 1 user in month 1.

You Are Only Billed For Active Users

If you have temporary help during tax season you can easily make those users inactive when the season is over.  Inactive users do not have access to any of your data and you will not be billed for them.

Here’s How To Make A User Inactive

Click your name in the upper right corner, then click on Your Settings.

Click on Teams.

Click on the blue box next to your team name under settings.

Click on Membership.

Currently you can see that Keith Wheaton’s role is Member.  Click the blue edit button to change this.

Choose Inactive from the dropdown menu and click UPDATE.

The inactive user is no longer able to access your data but you can still see time records and other data created by this user.

Feel free to contact Jason Huskey anytime with billing questions.  
Phone: 573-225-7188
Email: jason@huskeypracticemanager.com

Filed Under: Help

Additional Features

November 17, 2018 by Jason Huskey

Filed Under: Help

Client Manager

November 17, 2018 by Jason Huskey

Filed Under: Help

Importing Clients

October 24, 2018 by Jason Huskey

I will import your client list for free even during your trial period.  All you have to do is send me a CSV file or spreadsheet file containing your client’s contact data.

Client’s are stored either as individuals or businesses in Huskey Practice Manager.  Here are two sample CSV files that you can take a look at when preparing your client list for import.  Your file does not have to look exactly like this.  It is just to show you all the available fields.

Import Individuals-Huskey Practice Manager
Import Businesses-Huskey Practice Manager

You can include a return type with each client.  Here are the available return types:

Individuals:
1040

Businesses:
1120s
1120
1065
1041
1040 Schedule C
1040 Schedule E
1040 Schedule F
990
990-EZ
990-N
709
706
5227

When you are ready to send your client list, send an email to jason@huskeypracticemanager.com.  I will send back a secure link for you to drop your files in.

Once I have your file it will usually be imported the same day.

As always, call me at 573-225-7188 or email with any questions.

Filed Under: Help Tagged With: Importing Clients, Setup

Label Printing

October 19, 2018 by Jason Huskey

If you have a DYMO label printer connected to your computer you can print directly from your Huskey Practice Manager database.  You no longer have to maintain a separate database in the DYMO Label desktop program.

You must have the latest version of DYMO Label installed and the DYMO label web service must be running.

To download the latest version and for detailed instructions on how to install click here.

Once your printer and software are setup you can begin printing labels.  Click Reports in the top menu and then Labels.

Start typing a client name and then choose a client from the autocomplete list.  Click PRINT LABEL to print one label.  Or select multiple copies in the Copies box.

Quick Tip

Add IRS and Dept of Revenue addresses as clients so they are available for label printing.

Filed Under: Help Tagged With: Label Printing

Setup Label Printing

October 19, 2018 by Jason Huskey

To use a DYMO label printer with Huskey Practice Manager you must have the latest version of DYMO Label installed and the DYMO label web service must be running. 

You also need to have a DYMO label printer connected to your computer.  I recommend the DYMO LabelWriter 450 Turbo or the older 400.  You can pick one up on Amazon here.

To download the latest version choose the link for either Windows or Mac below:

DLS Windows 8.7.4 – https://s3.amazonaws.com/download.dymo.com/dymo/Software/Win/DLS8Setup8.7.4.exe

DLS Mac 8.7.2 – http://download.dymo.com/dymo/Software/Mac/DLS8Setup.8.7.2.dmg

Once your download completes, open the file location and double click the file.  It will look like this…

You will see the following screen pop up.  Click Run.

Select your language and click OK.

Click Next.

Click to accept the license agreement and then click Next.

The installer will probably choose the correct folder to install to.  Change it only if you know what you’re doing then click Next.

Choose the Custom setup type and click Next.

Make sure at least the DYMO Label and DYMO Label Web Service are included and then click Next.

Click Install.

If you get the following error message choose “Automatically close and attempt to restart applications” and click OK.

Click Finish.

If you have any trouble installing this or getting labels to print in Huskey Practice Manager please call Jason Huskey at 573-225-7188 or send an email to jason@huskeypracticemanager.com.

Filed Under: Help Tagged With: Label Printing, Setup

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