Get Tax Conversion

TAX CONVERSION

Tax software
migration without losing time or sleep

We’ll handle the heavy lifting of switching software whether you’re moving from one provider to another.

We know the
struggle

How it works

1
Setup
We assess what software you’re moving to and from, navigate the volume, and maintain compliant data transfer.
2
Organize
Our specialists inspect your tax data, verifying completeness and categorizing returns for a seamless transition.
3
Quality check
We transfer the data into your new software and a Pro (our CPAs) review it for accuracy.
4
Handoff
You’ll get a summary of the migration, with any flags noted, and confirm everything is working properly.

Who this is for

Built for firms and finance teams managing transitions post-tax season.

CPA Firms
PE Roll-ups
Accounting Departments

Finally, effortless
migration

1 of 5

Built to handle any switch

Find your custom migration plan

Tailored pricing based on your needs

Because every firm is different, we’ll share exact pricing during your call during your demo. No hidden fees, just the right fit for your firm.

Questions & answers