Remove the costly burden of hiring, training, retaining staff, and even switching tax systems, without sacrificing quality when you partner with Xpitax. From outsourced tax preparation and accounting services to Xpitax® Premium Conversion Services, we help your firm scale with confidence.
Our experienced professionals not only act as an extension of your team but also ensure that when you transition or consolidate tax platforms, your data is converted into clean, validated, review-ready returns, so you’re ready for busy season from day one.
Our experienced professionals not only act as an extension of your team but also ensure that when you transition or consolidate tax platforms, your data is converted into clean, validated, review-ready returns, so you’re ready for busy season from day one.
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Xpitax® Tax Outsourcing
Many firms battle time constraints during the busy season and struggle with low utilization in the off-season. Experienced Xpitax tax professionals are trained to prepare quality returns, help reduce busy season burnout, increase customer satisfaction and optimize profitability. With Xpitax Tax Preparation Outsource Services, your firm can Reduce stress on managers and partners to manage in-house resource allocation, increase firm profit margins with reasonable outsource fees and reduced staffing costs, and stabilize employee workloads and improve work-life balance
Xpitax® Premium Conversion Services
Switching tax software or consolidating legacy and acquired client data doesn’t have to disrupt your firm. Xpitax Premium Conversion Services go beyond basic data migration to deliver a complete, review-ready conversion into your CCH® tax environment. Powered by award-winning, AI-driven tax preparation technology and supported by a dedicated team of experts, Xpitax ensures your converted returns are accurate, standardized, and ready for immediate preparation, review, and filing—no matter where they originated.
More firm management and workflow resources
Moving forward with firm management
More than just replacing manual processes, firm management supports clear visibility by creating a holistic view of the firm that supports increased productivity and firm growth in every department.
Client experience and marketing
Provide clients with much-needed tax guidance, be more proactive throughout the year and save critical time with a simplified, frictionless end-to-end client experience.
Practice management
Gain the capacity you need to focus on growth while your practice management software provides the visibility you need to manage priorities, improve processes and work more effectively.
Workflow solutions
Connect firms, clients, and staff with accounting workflow software while creating efficiencies that accelerate growth, support strategic decision-making, provide additional capacity and increase visibility.