White paper

Tax Software Red Flags: How to identify them and what to do next

How do you know when your firm needs to reevaluate its tax preparation software?

What red flags silently wave that are often overlooked (or are simply ignored)? Are you hoping that you’ll just know when it’s the right time to take the leap and invest in new technology that will help you better serve your clients?

The thought of switching tax software can seem daunting, or downright terrifying — especially before tax season. But it doesn’t have to be a tedious, complex process.

In this white paper, we help you identify the red flags that indicate the need for new tax software, and what to do next. You’ll gain expert insights, find out what is working best for other firms like yours, and learn how you can move your firm forward with the technology you need to maximize efficiency, accuracy, and profitability.

Specifically, you’ll get:

  • A checklist to use to determine whether your firm is seeing any red flags
  • A checklist to use when researching a new tax software program – what to look for, what to avoid
  • Specific action steps to take to help implement a successful change
  • And more

So what are our tax experts’ recommendations for today’s tax firms, and how can you determine what is best for your firm? Read on to find out.

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