The tax software we support
We support Drake Tax, UltraTax CS, Lacerte, ProSeries and CCH. We install and update it, keep it fast during season, make sure its data is backed up, and call the vendor for you when something breaks.
Drake Tax
Desktop software that runs from a shared network data folder in multi-user offices. We set up the data path, workstation installs and annual updates, and make sure the data folder is in every backup.
UltraTax CS
Part of the CS Professional Suite, often alongside Practice CS and FileCabinet CS. We handle server or workstation installs, updates, performance and the CS suite databases.
Lacerte
Installed locally or on a network share for multi-user firms. We manage installs, network option settings, updates and backups of the Lacerte data.
ProSeries
Popular with smaller practices. We configure network installs so several preparers can work at once, keep updates current and protect the client data.
CCH tax software
Covers CCH ProSystem fx (installed) and CCH Axcess (cloud). For installed versions we support the server and workstations; for Axcess we secure the browsers, devices and logins that reach it.
Ask us
If your firm runs another tax or accounting package, tell us what it is. Most follow the same patterns, and we will tell you honestly if it is outside what we know.
What tax software support includes
The same for every package, built around the filing calendar.
- Installs on new workstations and preparer laptops
- Network and multi-user setup so several preparers can work at once
- Annual updates tested and installed before January
- The tax data folder or database included in every backup, with restore tests
- MFA on tax software and e-file logins where the vendor supports it
- Performance checks so the software is not slow in February
- Vendor tickets opened and followed through on your behalf
Tax software questions
Which tax software do you support?
Drake Tax, UltraTax CS, Lacerte, ProSeries, and CCH ProSystem fx and Axcess. We also support the tools around them, including Microsoft 365 and client portals.
Will you call the tax software vendor for us?
Yes. When a problem is on the vendor side, we open the ticket, explain the technical details and stay on it until it is fixed, so your preparers can keep working.
When do you install the annual tax software updates?
Before season starts, on a schedule we agree with you, and after testing on one machine first. During January through April we only apply updates the vendor requires.
Do you support cloud-hosted tax software?
Yes. Cloud and hosted versions move the server off-site, but the computers, logins, MFA and network your staff use to reach it still need to be managed and secured.
Start with a conversation, not a contract
A 20 minute call to hear how your firm runs today. If we are not the right fit, we will tell you, and point you to who is.