Guide

The 10-week switch: Your season-ready UltraTax CS migration plan

Ten weeks, four phases, and a clear split between what we do and what you do

Nobody stays on a platform because they love it. They stay because switching sounds like a season-length risk taken at the worst time of year:

  • Years of client history that must survive the move
  • A team that can’t go offline to learn new software in February
  • A calendar with no slack between October and April

Our team does most of the work. We handle the conversion, including the prior-year returns your staff relies on every day, and you don’t touch a file. Your staff gets hands-on training before they ever touch a live return.

Cover page of the The 10-week switch: Your season-ready UltraTax CS migration plan

The guide sets all four phases — evaluate, migrate, integrate, and optimize — against a calendar that counts back from your first return. It answers the questions firms ask before they start and names the six metrics to track in season one, from time per return to staff overtime.

Full deployment runs 8 to 10 weeks. Start in October and you go live before the holidays. Start in December and you’re training staff while organizers go out.

Download the guide, count back from your first return, and pick your start date.

Access full guide

I acknowledge that the Thomson Reuters group of companies will process my personal information as described in the Privacy Statement, which includes information about how I can exercise my rights and submit a complaint.

This site is protected by reCAPTCHA and the Google Privacy Policyand Terms of Serviceapply.