1. Access and work environment
Decide whether your practice needs browser-based access, an installed desktop environment, or a combination of supported options. Consider where preparers work, internet reliability, workstation policies, and how remote staff will access the system.
2. Return types and filing needs
Confirm the individual and business return types your office expects to prepare, including the federal and state forms that matter most to your client base.
3. Preparation and review workflow
Test navigation, data entry, diagnostics, form viewing, preparer notes, review procedures, e-file readiness, and how quickly staff can move through representative tax situations.
4. Client-document management
Evaluate secure uploads, document organization, retrieval, data extraction where available, signature handling, and final archiving. The document workflow should support the preparation process rather than become a separate burden.
5. Team and preparer management
Review user setup, permissions, remote access, onboarding, training, support, and how the system will work as your practice adds preparers or increases return volume.
6. Conversion and transition planning
If you are switching from another system, confirm what can be converted, what must be entered manually, and how much testing and staff training is needed before filing season.
7. Support and long-term fit
Look beyond the first-year price. Consider onboarding, learning resources, technical support, workflow assistance, available bank-product integrations, and whether the setup can support your practice as it grows.