Seamless, effortless, done right
We’ll handle the heavy lifting of switching software whether you’re moving from one provider to another.
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.
Sometimes, your firm needs change, and new software can improve existing operations. But migrating takes time and energy from your staff. Our service offers you an effortless transition and provides your firm with:
Setup
We assess what software you’re moving to and from, navigate the volume, and maintain compliant data transfer.
Organize
Our specialists inspect your tax data, verifying completeness and categorizing returns for a seamless transition.
Quality Check
We transfer the data into your new software and a Pro (our CPAs) review it for accuracy.
Handoff
You’ll get a summary of the migration, with any flags noted, and confirm everything is working properly.
Tax software migration is the process of transferring client data, settings, and tax history from one platform to another. Taxfyle guides you through every step to ensure your data is securely and accurately moved, minimizing disruption to your workflow.
No. With Taxfyle’s secure migration process, your client data - including forms, PDFs, and return history - is carefully transferred with zero data loss or corruption.
Most migrations are completed within a few business days, depending on the amount of data and complexity of the systems involved. Taxfyle works with your schedule to avoid downtime.
Absolutely. Taxfyle uses encrypted file transfers and follows strict data security protocols. All information is handled with full confidentiality, meeting industry compliance standards.
Yes, we specialize in seamless transitions - even during busy seasons. Our team minimizes downtime so you can continue working without missing deadlines or compromising client service.
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Not at all. Taxfyle handles the technical side for you. Whether you’re a solo tax preparer or part of a large firm, we manage the process so you can focus on serving your clients.
Yes, Taxfyle supports migration from most major tax software platforms, including Drake Tax, UltraTax CS, ProSeries, Lacerte, TaxSlayer Pro, and TurboTax. Whether you are switching from a cloud-based platform or desktop software, our team ensures a smooth and secure transfer of all your client data and tax information.
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