The success of your tax business depends on several factors. The most important is the tax software you use to run your business. To choose the right software, you need to go through a few criteria:
1. Write down business needs
Before you start your professional tax preparation software comparison, write down your needs and start ruling out options.
2. Read reviews
Read as many professional tax preparation software reviews as possible. This will help you identify long-term issues that other users have come across.
Based on professional tax preparation software reviews, the most common routes tax pros go is professional tax preparation software with bank products as it comes with several benefits for both your business and your clients.
4. Service Bureau vs Main Provider
The last thing you should decide is whether to get your software from a main software provider or a service bureau. The difference is usually how much you pay upfront vs how much your clients would pay in bank product fees. We suggest you compare professional tax software offers individually and decide what works for your needs best.