Questions before anyone shares a screen.

Answers

Do I have to change software?

No. The call uses the books you already keep. A new login is not the product.

What if the month on the screen does not tie?

Then the decision waits. We say so in the first minutes, and we do not decorate a guess.

Is the return part of this?

It can be. The person on the call is the person who would prepare it, when you want that.

Can the call sign an audit?

No. A camera does not create a license, and we will not pretend a shared screen is a report.

Questions from first calls at this desk. Not presented as a search engine's list. Noted 29 September 2026.

Where each answer sits on the screen

The decision band stays marked, because that is what the other bands are for.

A login is not a license

A call that ends on one decision is ordinary work, and the person on the screen holds no CPA license. A signed audit, review, compilation or assurance report belongs at another desk, and you'll be told that while the agenda is still on the screen rather than after an invoice. Payday stays on a provider you own and run. The full limit is on the disclosures page.

Source. Texas sets who may practice public accountancy and what a report may assert in Occupations Code 901.451, 901.453 and 901.456, checked 29 September 2026 at statutes.capitol.texas.gov.

What you can do with the answers

Breadth is knowing the return can share the screen later. Height is keeping this call to one decision even after the questions are answered.

Out loud

I had a practical question about the call. I did not need a software demo.