Convert or rollover

[Dot]

I am back with ATX for the 2015 season after leaving in 2012. I am wondering if it would be best to do a conversion or rollover each year? ATX was kind enough to supply my missing years. I am switching back from ProSeries.

[rfassett]

Welcome back. I left after the 2012 fiasco and returned last year. How many returns are we talking about for you? I do north of 500 and conversion was not available for me. So it was roll over each return to 2013, open the return, and save the return. And then roll over to 2014. Then I could start working on the 2014 return. Very time consuming process. Conversion has its own set of issues. Rolling over you will need to be very conscious of any changes to client information in the intervening years.

[David]

Dot,

We just switched to ProSeries for the 2014 tax year after being with ATX for 10 tax seasons.

May I ask why you left ProSeries?

Thanks.

[Dot]

David,

When I switched to ProSeries I was offered a 5 year lock on price. Last year they came up with something called FastPath which was a $329. increase without any increase in value. It just left a bad taste. Otherwise I was very happy with the software.

[Dot]

I have around 200 clients so it would not be nearly as time consuming for me as it was for you. The sooner I get started the better though. Tax season will be here before we know it.

[kcjenkins]

Welcome back, Dot.  

[michaelmars]

Quote

 

I switched in 2012 also and I don't think I paid for the fast path last year, it was included in my package.  And at my discounted rate, pro is still a better value.   At there full rate of over 5k I might return to ATX after my discount runs out.