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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
“
Switching software takes too much time and the risk sometimes isn’t worth it. Having Taxfyle manage the process means less stress.
“
I wanted to make the move to a better software, but the work involved didn’t seem worth it until I found Taxfyle.
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
Built to handle any switch
Find your custom migration plan
Questions & answers
What are outsourced accounting services and how can they benefit my business?
What specific tasks will Taxfyle handle during the conversion?
How involved does my firm need to be?
How does Taxfyle prioritize data integrity during the transfer?
What happens if there are errors in the migration?
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How does Taxfyle handle sensitive client information?
Does Taxfyle create a backup before starting the conversion?
If there is a backup, how does my firm ensure that information has been deleted and purged by your Pro?
Are my Pros familiar with my firm’s current software and the one we’re transitioning to?
Do my Pros need a user login for both software?
How do you ensure integrations with other tools (e.g., e-filing platforms, client portals) are properly set up?
What is the expected timeline for the full conversion?
Will Taxfyle provide staff training on the new software?
Is ongoing support included after the conversion is complete?
Who do we contact if something goes wrong post-conversion?
Is pricing based on firm size, data volume, or a flat rate?
Are there any hidden fees, like extra support hours or emergency fixes?
What does the managed services contract include — and what’s considered outside the scope?
What happens if we’re not satisfied with the conversion?
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2899 Grand Avenue,
Coconut Grove, FL 33133
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