In its 2014 annual survey, Sorting Out Software, the National Association of Tax Preparers (NATP) rated, among other things, how well each software package performed in converting client data from other tax programs. 

The average rating was 4.22 (out of 5) among the 10 packages evaluated.  Drake Software scored an impressive 4.64, giving it the highest rating of all of the software.  That can be important when it comes to upgrading your tax software. 

Here’s the basic information about Drake’s conversion support, gleaned from the Conversions web page: 

When you become a Drake customer, you can bring your client’s prior year tax returns with you with our free data conversion service. 

Current Conversion Programs

·         ATX™ by CCH Small Firm Services® (1040, 1065, 1120, 1120S)

·         Crosslink® by Petz Enterprises (1040)

·         Lacerte® by Intuit® (1040, 1041, 1065, 1120, 1120S)

·         ProSeries® by Intuit® (1040, 1041, 1065, 1120, 1120S)

·         ProSystem FX® by CCH (1040, 1065, 1120, 1120S)

·         TaxAct® by 2nd Story Software, Inc. (1040)

·         TaxSlayer Pro® (1040)

·         TaxWise® by CCH Small Firm Services® (1040, 1065, 1120, 1120S)

·         TaxWorks® by RedGear (1040, 1041, 1065, 1120, 1120S)

·         TurboTax® by Intuit® (1040, files must be sent to Drake for conversion)

·         UltraTax® by Creative Solutions (1040, 1065, 1120, 1120S) 

Please call Drake at 800-890-9500 if you don’t see your software listed. 

Benefits of Data Conversion

·         Enhanced professionalism – After conversion, the right data will be in the right places. You’ll be able to work with your clients immediately, instead of fumbling for their tax information.

·         Time savings – Drake’s data conversion saves you countless hours of re-entering prior year data.

·         Removed risk – Accurate data conversion removes keystroke risk – the potential for a wrong number, an incorrect decimal place. 

How do I start?

When you become a Drake customer, you’ll receive the conversion program on CD. Conversion programs and instructions are also available on support.drakesoftware.com. 

Most conversions can be completed in a few simple steps. If you need assistance, Drake’s Conversion Group can answer questions and guide you through the process. Call (828) 524-8020 for help. 

You may also send your data to us and we will convert it for you, free of charge. 

More About Data Conversions

Drake takes data conversion as seriously as you do. We know how important a solid conversion is to you and your clients. 

Drake’s Conversion Group is a dedicated team of software developers, quality assurance personnel and support staff who have the expertise and experience to convert your data correctly. 

Source:  DrakeSoftware.com - Conversions ; NATP “Sorting Out Software 2014”