After Tax Season Technology Checklist:
- Review hardware replacement schedule and schedule replacements
Your It provider should be providing you with a list of all your equipment with a 5-year replacement schedule and budget. Review this plan and schedule this year’s replacements.
- Schedule any application updates (QuickBooks, Sage, and etc.)
Do you need to update your QuickBooks, Sage or other applications or install the new versions?
- Review tax season technology frustrations and address
What were the company’s biggest technology issues during tax season and how should they be addressed
- Any software replacement or needs?
Are you looking to switch Tax prep software, add a CRM, add file upload portal or online scheduling?
- Any infrastructure changes?
Need to add better wifi? Enable more robust work from home technologies?
