Test new or updated tax software to ensure that it is working properly and test integration with other applications.
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BlueCheck the software website for updates and downloads throughout the tax season. Determine if any programming errors noted last year or earlier in the tax season have been corrected.

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Restrict and monitor access to tax software and client tax returns to defined, authorized users.

BlueReview new forms issued by the IRS and instructions concerning how to enter information in the software for the accurate completion of the forms.

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Train all tax professionals on the use of the software, new capabilities and the most efficient way to use the programs.


4 things to remember when testing tax software
What to do during busy tax season
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