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Tax & AccountingNovember 27, 2023

Checklist: Professional tax software for CPA firms 

CPA firms need the right professional tax software to ensure a smooth and productive busy season. Ensure you don’t fall behind this year by choosing software that meets these criteria.

Reliable: Minimize disruptions

Many firms struggle with downtime and delays because of dated technology. How will you minimize downtime?

  • For cloud-based tax software, ensure that the vendor’s maintenance windows are short and take place in off-peak hours. 
  • For on-premise tax software, plan to install software updates as early as possible, in case additional IT resources will be needed

Comprehensive: Evaluate your workflow

Most software providers focus on only one small portion of the tax workflow. Does your software include everything you need for a complete end-to-end digital tax workflow

  • Use batch processing to configure and print organizers or create digital organizers with pro forma data.
  • Streamline the last mile of the tax return process with electronic signatures and eFile status tracking.

Complex: Manage multi-state and business returns

Complex returns take up the most time, putting more pressure on already-stressed staff. Are you confident your software can handle complex returns

  • Plan your workload more effectively by checking the status and availability of state and local forms. 
  • For business returns, create a dynamic link between the trial balance and tax return to save time and reduce errors.

Efficient: Finish returns in less time

Repetitive, manual work can take up valuable time, introduce errors, and hurt staff morale. Which parts of your tax workflow could be more efficient

  • Minimize data entry by using import/ export features or high-efficiency data input grids.
  • Bridge the gap between preparers and reviewers with Interactive diagnostics, notes, and reports.

Supportive: Reduce time spent troubleshooting

When problems arise, firms need resources that are easily accessible. Does your software reduce your time spent per return?

  • Chat with a support representative online or open a support ticket if needed.
  • Find the answers you need faster with a comprehensive knowledge base including hot topics, step-by-step instructions and videos.

Every tax season comes with its own unique challenges. With the right professional tax software, CPA firms can rethink their workflows to better leverage automation, create efficiencies, and improve client service.

Product Marketing Manager, Tax

Aimee Hall is a product marketing manager for Wolters Kluwer Tax and Accounting US, focusing on the professional market. In this role, she is responsible for leading the marketing strategy for tax software products including CCH Axcess Tax, CCH ProSystem fx Tax and ATX Tax. She joined Wolters Kluwer in 2006 and lives in the Chicago suburbs.

Tax Software Solutions

In the cloud or on premise, find the solutions you need to supercharge your tax preparation productivity.

In the cloud or on premise, find the solutions you need to supercharge your tax preparation productivity.
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