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1. What Are You Looking For in a Software?
First off, list all your needs. For example, if you don’t want to spend long periods of time printing and collecting signatures, you should rule out any software that doesn’t support remote signature and signature pads. Main offices needs are usually categorized based on several criteria such as e-filing limit, third party gadget support (signature pads and handheld scanners), business returns, bank product support, and communication between taxpayers and tax-preparers. Identifying your needs will help you narrow your list of professional tax preparer software down before getting into other aspects/necessary steps.
2. Read Reviews
One thing that will save you time from the get go is reading professional tax preparation software reviews before committing to anything. These reviews will give you an understanding of what current and previous users faced with the software. The reason we suggest this is because not all the issues and lacking features show when you try a demo or use a software for a short period of time.
3. How Will You Get Paid?
Determining the way you’d like to get paid before getting started is important. The most common route tax pros choose nowadays is through the integration of professional tax preparation software with bank products. This allows taxpayers to pay preparation fees from their refunds instead of paying EROs upfront. It also comes with a bunch of other benefits such as start-up loans, cash advances, and debit cards.
4. Main Provider vs. Service Bureau
Now that your list is shorter, you should think about whether you’d like to purchase from the main provider or a service bureau (reseller). If you’re wondering what the difference is; it varies from one company to another. For example, some main providers charge more upfront for the software versus paying less upfront if you decide to go with a service bureau. Some may have higher bank product fees and some lower. Some may provide additional support during season, and some just provide the bare minimum. This is why it’s important to carefully compare the offers you have before deciding where to purchase your software from. Here’s a professional tax preparation software comparison for some of the best software products that support bank products below:
Our website ProfessionalTaxSoftwareReviews.com can help you make a more informed choice by providing professional tax return software reviews, comparisons, and demos.