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.
