Seamless, effortless, done right
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We’ll handle the heavy lifting of switching software whether you’re moving from one provider to another.
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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.
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2899 Grand Avenue,
Coconut Grove, FL 33133
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