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  • 1.  Changing tax software

    Posted 11-13-2023 11:04 AM

    Good morning, I have used Ultra Tax 14 years, planning to convert to CCH ATX. Do any of you have any comments? I know one colleague with a high volume tax practice whom is very pleased and happy with ATX.

    I would appreciate comments as I would like to move on this asap.

    Thank you to all of you for your help.  Andrew 516-679-6504  



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    Andrew C. Demsky
    ANDREA SPECTOR MOURAD, CPA
    North Bellmore NY
    516-679-6504
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  • 2.  RE: Changing tax software

    Platinum Most Valuable Member
    Posted 11-14-2023 09:08 AM

    Andrew:

    I had to change to Lacerte this year, from Ultratax, as I merged. The first year, of course is challenging. Aside from the learning curve, you have the data conversion, which is not great, and even if it was, it requires careful review.

    Good luck with it!



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    Robert Brown
    CPA
    Adeptus Partners LLC
    Jericho NY
    516-364-4949
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    Original Message


  • 3.  RE: Changing tax software

    Posted 11-14-2023 09:43 AM
    I have been using ATX software for 8 years.  Happy to discuss.  My office # is 516-593-5633

    Jay



    Original Message


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The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.