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:
Sent: 11-13-2023 11:04 AM
From: Andrew C. Demsky
Subject: Changing tax software
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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