Online Tax Software vs. Desktop Tax Software
Benefits of Online Tax Software
Online tax prep software can be used on any computer – Mac or PC
Online tax software auto updates and is self-maintaining
Acknowledgments automatically applied
No need to back up files since they are stored in the cloud
Functionally similar to desktop versions
Fluid movement between software years
Several preparer roles
Has interview mode
Can go back and forth between interview and form modes
Drawbacks of Online Tax Software
Must have internet access
Subject to server outages
Must be taken offline by developers to update
Corporate modules not available online yet (beta testing forthcoming)
Not all hotkeys work on online tax software
Different browsers have slightly different interaction and support
Benefits of Desktop Tax Software
Can prepare regardless of internet connectivity
Includes corporate and specialty modules
Can use regular keyboard hotkeys (ctrl + C, etc.)
Desktop tax software have an interview mode
Internal security is 100% in your control
Drawbacks of Desktop Tax Software
Must have internet in order to send returns
Must backup files for restoral purposes
Program must be manually updated regularly
Desktop tax software can only be used on computers that have the program installed
Back and forth between interview and form modes not advised
Questions to ask yourself to determine which platform may be best for your office?
Where will you be preparing tax on your software? Will you be traveling much? Will you be in an office setting?
How many people will be using the program? Do you need to limit the level of authority of some preparers?
Will your office be preparing corporate or specialty tax returns?
If you would like to speak to a team member about the different tax software options or to request a demo, feel free to call us at (866) 357-2052.
Posted: September 29, 2016