Discussion:Start-of-tax-season software thoughts

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search

Discussion Forum Index --> Business Growth Community --> Start-of-tax-season software thoughts


Newtaxguy (talk|edits) said:

4 January 2008
Some recent posts in a related discussion prompt me to asks if any of you are having either incredibly great or incredibly awful experiences with your tax software or your tax software vendor during this early stage of tax season.

San Diego (talk|edits) said:

4 January 2008
Lacerte= Great

HAPPY TAX (talk|edits) said:

4 January 2008
ProSeries = functioning as advertised so far. No complaints. I've used it for 15 years, and it has always been on time, updated quickly, and reliable to use for efiling. (I know there was some brief unpleasantness for Intuit the last day or so of last year's primary efiling season, but my returns went through on time, although slowly, but they got there.)

DZCPA (talk|edits) said:

4 January 2008
Lacerte -You can now see some of last year's input amounts on the input screen making it easy to compare this year with last. Network loading was a breeze. All updates are done thru the internet. No more CD's needed. They are worth the $,$$$.

Death&Taxes (talk|edits) said:

4 January 2008
Whatever you choose, recognize that a certain inertia will build over you, especially after your client base reaches a certain mass.....fear of changing and converting files from one to another. I've used Proseries since 1993 and must admit to that fear, but I do read the comments on others. I found somewhere someone said they could only input up to 12 W-2 forms on one software, and perhaps ten clients have more than that, as many as 26 for one client. So as much a bargain as that one seemed, I could not see using it for that reason.

Jim@jdeminnocpa.com (talk|edits) said:

4 January 2008
Proseries has been great to me in the past.

This year we are having major problems with DMS. We escalated the problem within Proseries. Got a call back yesterday (4 days later) sometime in the PM. I wasn't in the office and haven't received a second call (I couldn't understand his name on the message). Hopefully, this will get resolved. But so far its not good.

Rgtaxservice (talk|edits) said:

5 January 2008
If I recall correctly, the brief unpleasantness regarding ProSeries efiling was a result of technical difficulties triggered by a bizarre snowstorm in the Northeast on April 15 & 16.

HAPPY TAX (talk|edits) said:

5 January 2008
I'm sure Intuit would have killed for a force majeure, but Intuit admitted publicly that it simply didn't have the server capacity for the efiling overload on the final evening. Every return using TurboTax, ProSeries, and Lacerte was being sent through the same servers and things ground to a halt big time. I specifically remember that evening because it took me about 4 tries to get the returns to go through to Intuit, and that had NEVER happened before (and hasn't happened since). But mine did go through. The problem was so widespread that the IRS (yes, the IRS) gave an extra 48 hours for returns which had been caught in that bottleneck to be efiled. Intuit published a big mea culpa and assured us all that it had learned its lesson. Many of the mailers I received last summer from Intuit's competitors gleefully referred to the incident and pointed out that their clients didn't experience any last minute catastrophes. In the end, it was much ado about nothing. Nobody started mixing up Kool-Aid.

Fsteincpa (talk|edits) said:

5 January 2008
I have used both Lacerte and Proseries. The practice I bought last year used Proseries and so I have stayed with that and it has served us well. I must admit I do prefer Lacerte and would switch back, but out of respect for the gentleman I bought the firm from <he doesn't like change> I am staying with Proseries.

Death&Taxes (talk|edits) said:

5 January 2008
When your practice is beginning is the time to try one for this season, but after season, request demo versions of others.

Fsteincpa (talk|edits) said:

5 January 2008
And also, i think most, if not all will convert data from old to new if you need.

Newtaxguy (talk|edits) said:

6 January 2008
Any news from you ATX or Drake users?

Uncle Sam (talk|edits) said:

6 January 2008
Am I the only TTA Ultratax user on this board?

So far I've got no problems. Their tech support is EXCELLENT. That's one of the reasons I've continued with TTA.

Death&Taxes (talk|edits) said:

6 January 2008
Someone will yell at me, but there are at least three discussions of Drake software on this board. Type "Drake" into the search block, Newtaxguy. I know one has almost forty comments.

RJM (talk|edits) said:

6 January 2008
I stayed with ATX even after the CCH buyout, thinking that CCH would add some value from their cadillac tax systems to the 2 chevrolet's, ATX and TaxWise (I think that's the other one). This is the best the ATX package has been this early in the season, IMO. While many users have complained about frequent updates the last couple years, I have never found it to be bothersome, and now it is programmed to be such a simple task, performed entirely in the background if you wish. The program has been improved in this offseason, and I have noticed a couple things in my home state, WI, which work correctly, which have never worked well before, which formerly required minor workarounds.

All in all, I am glad I stayed with ATX this year. It is the best value for the money, and the all-inclusive package is cost-effective even for small practices. It costs less than $20 per return with volume of just 55 returns.

EZTAX (talk|edits) said:

6 January 2008
Another Ultra tax user. I have had no problems so far and agree with Uncle Sam that their tech support is very good. I was an old Microvision Tax Reliev user but Ultra Tax bought them several years ago.

Inagpurwala (talk|edits) said:

9 January 2008
I switched from ProSeries (after using for last 8 years) to Drake this year. Reasons - Price, tax research tool, and tax planner. So far it is fine, just the learning curve.Inagpurwala 18:44, 8 January 2008 (CST)

Wkstaxprep (talk|edits) said:

9 January 2008
cch prosystems fx - i love it

Newtaxguy (talk|edits) said:

9 January 2008
OK, its a done deal. My software search is over. I demo'd Drake, ATX and Lacerte. Lacerte is too pricey. ATX is too scary. Drake is easy to use, popular and relatively inexpensive. So I just ordered Drake Software for the inaugural year of my tax practice.

Delivery on Monday.

Donniecastleman (talk|edits) said:

9 January 2008
drake works fine, not too complex, cheap, and easy to get around, does anyone else have this new questions thing for the earned income credit preparer's checklist? I mean, it was on there last year too but it's a little more in depth this time, can't efile without answering 8 questions or so.

Donniecastleman (talk|edits) said:

9 January 2008
And just to make it completely unfair, I stopped using ATX when they moved their customer support overseas to India, never again.

Alpha1 (talk|edits) said:

10 January 2008
was with ATX for 3 years, moved back to ProSeries last year

ATX had too many issues getting PA forms completed. Was waiting until mid-feb to complete business forms

glad I left atx

PBinNJ (talk|edits) said:

10 January 2008
Jim,

re DMS on Proseries. I'm looking at it for this season. I want to scan as much as possible and I've used ProSeries for years with no problems. What's the deal with DMS? Anything serious?

Jim@jdeminnocpa.com (talk|edits) said:

10 January 2008
PBinNJ,

The problem we are having is with the updated DMS.If we use the first release, it is OK. Once we install the update, it craps out. Right now I am using the first release. I converted to DMS last year and it was GREAT. This year is a different story. I probably will conitnue to use the first release and keep my fingers crossed.

jim

To join in on this discussion, you must first log in.
Personal tools