Spend the time between busy seasons on growth, success, and improved client relationships. Our tax conversion service handles all the heavy lifting of switching software, whether moving from Drake to UltraTax, Lacerte to CCH, or anything else.
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Sometimes, your firm needs change, and new software improvements can improve existing operations. But making the change takes time and energy from your staff. Our service lets you transition and provides your firm with:
First steps
We start by gathering key details about your migration—what software you’re moving from and to, plus the approximate data volume. Then, secure file transfer or direct access is set up, ensuring compliance with IRS data security guidelines.
Data triage & mapping
Our specialists carefully inspect your tax data, verifying completeness and categorizing returns (individual, business, trust, multi-state, etc.) for a seamless transition.
Quality assurance
Using a structured workflow, we manually transfer return data into your new software environment. Before finalization, every migration undergoes a quality check by a Pro to ensure accuracy and completeness.
Handoff & final review
Once the conversion is complete, we provide a summary of the migrated data, flag any anomalies, and recommend the next steps. You’ll have the opportunity to review and confirm that everything is fully functional in your new system.
We support migrations from leading tax software, including Drake, UltraTax, Lacerte, CCH, ProConnect, and more. Our process accommodates multi-year data, multi-state returns, and specialized entities like S corporations, partnerships, and trusts.
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2899 Grand Avenue,
Coconut Grove, FL 33133
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