01
PlanningReview Your Current Setup
Identify the software, data, filing needs, and workflow involved in your transition.
Switching Tax Software
Plan Your Move With More Clarity.
If you are considering GOTAXTOOLS, start by reviewing your current workflow, the data involved, and the supported conversion options available for your situation.
Transition Support
A More Deliberate Software Change
Conversion availability depends on the source software, data, tax year, configuration, and supported conversion capabilities.
02
ConfigurationPrepare Your GOTAXTOOLS Environment
Discuss the plan and configuration that fit your preparers and filing needs.
03
ReadinessOnboarding & Training
Use available onboarding and training resources as you become familiar with the new workflow.
Conversion note: Supported migration or conversion options should be confirmed with GOTAXTOOLS before making a transition. Availability varies by software, data, tax year, and configuration.
Considering a Change?
Talk With Us Before You Switch.
Review your current setup and available GOTAXTOOLS options before planning a transition.