If implementing new business tax software during your busy season feels daunting, a well-organized plan can make the transition seamless. Start by prepping your systems: ensure internet security is up to par and back up all data before beginning. Once ready, install and test the software using complex client files to confirm smooth integration with your existing setup.
If you work with a team, involve them from the start. Explain the software’s benefits for workflow efficiency and address any concerns. Run test cases on sample returns to build comfort and troubleshoot potential issues. Based on feedback, adjust settings as needed before the soft launch.
During the soft launch, limit usage to a small group of clients with simpler files to address any last-minute adjustments. Once confident, roll out the software across all returns, monitoring its performance closely. This careful, phased approach helps ensure a smooth tax season, even with new software in place.
source: https://ultimatetax.com/blog/9-steps-to-seamless-tax-software-implementation/
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