I've been using ATOM online software for about 8 years now -- I learned about it at an expo technology fair in Atlantic City by NATP.  I think it runs about $600 per year or so. I like it's tax client monitoring of incomplete tax returns. Easy to put notes into and has a web portal. Ideally it should work through your tax software, but I patched in ATOM as part of my procedures very successfully and don't want to change it. Also, I am thinking of leaving Lacerte, so I have all of my documents under MY control at ATOM.