Job Tracking Software?
So have been on my own for 7 years and before that 11 with a one partner firm (I was essentially a partner - no titles). That firm was "old school" and job tracking was an excel spreadsheet which I've just used when I acquired my own firm - but my "jobs" will approach 1,000 this year and I'm curious if anyone has found a job tracking software (CRM software?) that they found both intuitive and reasonably priced - and also that an admin person can pick up relatively quickly. Right now, I have a master job tracking spreadsheet in excel and print out on non-white paper (each year I use a different color paper) a job sheet for each tax return or project (vast majority are tax returns). Each year I'm good to misnumber at least once but generally has worked well but certainly takes time to generate these sheets. Curious what single partner / small firm offices might use (For reference: I sign all returns, prepare many, hired one person this past January who helps with individuals, but not much help yet on flow-through entities, my wife is admin/accounting - QB desktop, I sign and invoice all jobs). There might not be anything worth switching to but wonder if people have had a similar journey and landed on something non-excel.