June 23, 2009

Online Professional Tax Prep… Is it time, yet?

In the upcoming July issue of The CPA Technology Advisor, I’ve written a column that discusses why few tax and accounting professionals are using an online tax preparation system for their client returns. Considering how popular online tax prep is for do-it-yourselfers, I think it’s a curious situation. Some might blame it on the old... Read more »

Isaac M. O'Bannon

In the upcoming July issue of The CPA Technology Advisor, I’ve written a column that discusses why few tax and accounting professionals are using an online tax preparation system for their client returns. Considering how popular online tax prep is for do-it-yourselfers, I think it’s a curious situation. Some might blame it on the old stereotype of the “tech-leery” accountant. I think there are many reasons, but I don’t buy that argument anymore.

Tax and accountng professionals are no longer tech curmudgeons… they are pretty savvy, actually. And many have recently turned to online (aka hosted/SaaS) applications for many other areas of their practices, so they’re obviously not “leery” of remotely hosted programs anymore. Personally, I think professionals are ready. But there aren’t many options yet, and if you’re brand loyal to your tax compliance system (or just don’t want to learn a new system), what choice do you have?

So, here’s my question to you…
Would you use an online professional-level tax prep system if it was offered by your vendor?

And a followup…
Would you consider changing to an online system if it was offered by a different tech vendor, but one that you was familiar to you?

Let me know. You can reply below – no registration required.

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot