conversion from taxwise to ATX

[Naveen Mohan from New York]

I am in the process of acquiring a small tax practice with about 140 tax return. The seller has been using taxwise software while I use ATX Max. I want to be able to convert the 2015 backup/exported file from taxwise to ATX so that I can open them in my 2016 ATX Max program.

Is there a process in place for something like that. I do not want to run two tax program at the same time in the tax season (ATX for my current client and taxwise for the newly acquired client). How do I go about accomplishing this?

Thanks for your help in this matter.

 

Naveen Mohan   

[Jack from Ohio]

Call Tech Support.  No other answer will be proper for your situation.

[Abby Normal]

Hopefully it will be better than the conversion I had. ATX used PDFs from my old software to import data and totally skipped fixed assets.

[Richcpaman]

Naveen:

Are you going to have employee's coming over from the acquired firm?  Even just one?  If so, I would recommend that you teach them how to use ATX by reinputting the 2015 returns into ATX 2015.  Then you rollover into 2016.

If ATX has a conversion software of Taxwise to ATX, you gotta ask them.

 

Rich