Switch to GOTAXTOOLS

Move Your Tax Practice Forward With a Clearer Transition.

Compare your current workflow with GOTAXTOOLS before making the move.

Request a Guided Demo See the Switch Path

Designed for established offices

Evaluate Before You Move

Review your workflowReturns, users, documents and bank-product needs.

See GOTAXTOOLSWalk through the applicable professional workflow.

Plan onboardingBuild a practical pre-season transition plan.

Switch With More Confidence

A Practical Four-Step Transition

Practice Review

Discuss current software, return types, preparers, workflow and expected volume.

Guided Demo

Evaluate the workflow before making a software decision.

Setup & Learning

Use GOTAXTOOLS onboarding and applicable official TaxWise learning resources.

Season Readiness

Review filing, document, support and applicable bank-product setup.

Data transfer and conversion capabilities vary. GOTAXTOOLS will confirm supported options for your specific situation before representing that information can be migrated.

Considering a Change?

See GOTAXTOOLS Before You Decide.

Compare the workflow in a guided demo.

Request a Demo