3 Things to Consider Before Buying Software for Your Tax Office

When you are considering buying new software for your tax office, there are several things to think about to make sure the solution meets your needs.

Here are 3 important considerations we've learned form working with 100s of customers:

Total Cost of Ownership

There is something called total cost of ownership, which goes far beyond just the price tag that you'll be paying. To many tax office owners only focus on the fees including upfront costs, backend fees, and potential add-ons. Those are very important, but it's also important to think about the total value you're getting from the relationship.

For example, is the software provider you're talking with taking the time to understand where you business is today and where you want to grow it? You may quickly outgrow the solutions and structures that work for you today, and so it's important that the provider builds a program that gets you the best deal for years to come.

Also, you may get a good price, but as the saying goes, you get what you pay for. What happens if you cannot reach your provider when you have a problem, or what if your people sit on hold for hours waiting for tech support? Every minute that one of your people spends on hold waiting for tech help is a dollar stolen from your pocket and should be factored into your total cost.

Support & Expertise

When evaluating the customer support and training aspects of a service provider, it is essential to understand what you need from your customer experience. The quality and availability of customer support play an important role in ensuring your tax office operates efficiently, especially during tax season. A reliable support system can be a lifeline in times of need, offering immediate assistance and solutions to any issues that may arise.

But beyond just the availability of support, the expertise of the support team are equally important. Assessing the responsiveness, knowledge, and problem-solving skills of the team can provide valuable insights into the level of assistance you can expect when dealing with complex tax or technical issues.

In conclusion, beyond the mere availability of support, the expertise of the support team is an important aspect to consider. Assessing their responsiveness, knowledge, and problem-solving skills can provide valuable insights into the level of assistance you can expect when dealing with complex tax or technical issues. By prioritizing a proficient and capable support team, you can ensure a smoother and more effective resolution of any challenges that may arise.

Training & Onboarding

In addition to customer support, the presence of training resources and onboarding assistance can significantly impact the overall experience for you and your employees. Access to training materials, such as tutorials, guides, or webinars, can empower users to make the most of the platform's features and functionalities.

Onboarding assistance plays a crucial role in setting up new users for success within a system or platform. Any solution should be clear about training and onboarding. This approach not only accelerates the learning curve but also enhances user confidence and proficiency. Additionally, having dedicated account managers provides a consistent point of contact for users to address any challenges they may encounter during the onboarding process.

These managers offer ongoing support, advice, and assistance, fostering a sense of trust and reliability. Overall, a combination of personalized training and dedicated account management can significantly improve the onboarding experience, leading to a seamless transition and increased user satisfaction.

In Conclusion

When choosing a software provider for your tax office, it's crucial to look beyond just the initial costs and consider the total cost of ownership. A provider that understands your business needs and future growth can offer long-term value that goes far beyond the price tag. Equally important is the quality of support and expertise available, as it ensures your operations run smoothly and efficiently, especially during tax season. Finally, comprehensive training and onboarding resources, coupled with personalized account management, are essential for a seamless transition and ongoing success. By prioritizing these key areas, you can make a well-informed decision that benefits your business now and in the future.

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At Profit Edge, we’re built for tax pros who want to operate and grow a profitable tax business. That means you get powerful software plus the training, fast support, and year-round service to help you thrive.

Profit Edge customers can choose from 3 software options that best fit their business.

Our full-service onboarding will have you up to speed in no time, while our comprehensive networking and technical support ensures things run smoothly during tax season.

Our exceptional support and full-time staff truly understand taxes and the software and can resolve most issues quickly.

We believe owners should talk to owners - not sales reps. If you're a business owner you’ll have direct access to Profit Edge’s owner, ensuring you'll always have someone to call when you need something.