Seamless, effortless, done right

Time Savings

Eliminate hours of manual data entry.

Accuracy

Your Pro will carefully review each return, minimizing errors.

Compliance

We adhere to IRS and state-level data protection protocols.

Scalability

Our on-demand service handles anything from a few returns to thousands.

We’ll migrate your software step-by-step

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.

Questions & answers

Need more assistance?

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