FREE Data Conversions

We understand the pain of re-entry of client data exsist when switching tax software companies.  That's why we provide free data conversions for most major tax software companies to make it as painless as possible!  Here is a list of current data conversions we support.  

  • ATX
  • ProSystem FX
  • CrossLink
  • Drake
  • Lacerte
  • OLT Pro
  • Pro Series
  • TaxAct
  • Tax Exact
  • TaxWise
  • UltraTax
  • TaxSlayer

Data we convert:

  • Client Information
  • Dependents
  • Account Information for Direct Deposit
  • W2, W2G, 1099 R
  • Sch C, Sch CEZ
  • Income
  • Expenses
  • Cost of Goods Sold Method(s)used to value closing inventory
  • Sch E
  • Sch F
  • 4797 Sales or Exchanges of Property
  • 8801

Converting is Easy!

Converting from other software is easy. After purchasing, click “Conversions” on the dashboard toolbox to initiate the conversion wizard.  Or call today and have one of our software specialist help you through the process.