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    10 Questions Tax Pros Need To Ask Before Choosing A Software

    Sep 26, 2017 - 2 min read

    Choosing The Right Tax Software: Top 10 Questions To Ask

    Having worked in the tax and accounting field, I have had the pleasure of working with many tax professionals. One topic that often arises, in particular at trade shows, is tax software.

    You have your loyal Drake followers, your Lacerte advocates and everything in-between. Value is one term you hear a lot when you are in the Drake circle. For Lacerte, it’s a workhorse that is complete and very efficient in regards to entry style.

    The point I want to discuss today is for new preparers or preparers that have finally realized that consumer DIY software is not the right fit to run a growing business.


    The most obvious place to start is with your budget. The ‘budget’ is important but I see a lot of new preparers with lofty plans gravitating to software they will outgrow in 3-4 years, or worse yet, a bad fit from the start.

    The word ‘cheap’ comes to mind as well, opting for the lowest priced software versus purchasing what they really need to fit their business. Here are some important questions to ask when deciding on tax software:

    What type of returns you will support?

    Will you have multi-state returns or do you want to include states outside your own.

    What about business returns or non-profit?

    What is your expected traffic based on your marketing efforts?

    What is your market demographic?

    Will you need to offer bank products like refund transfers?

    Will you hire staff and have to train them?

    You get my point.


    You could spend 30 mins in one program and 2 hours in another doing the exact same return. The goal here is to become efficient with your time.

    Does your vendor offer a good accounting program that provides integration or does your tax software integrate with another accounting program?

    Is the integration easy to use or does it take less time to enter the data manually?  

    These are some good questions to get started on choosing the right software. We'll be sharing more tips like these along the way. Comment below for any questions or comments! We'd love to discuss more of what works and what doesn't for everyone in the tax preparation business.


    Jesse loves marketing and writing posts that focus on adding value to tax businesses across the country. In his spare time he enjoys playing soccer, loves to travel, and eat strange cuisines!

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