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Data Migration

About this product

Switching software shouldn’t mean starting over. Our team migrates your client list, prior returns, and documents into TaxWallet so you open the season with everything in place.

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Software Installation

Software Installation

We install and configure TaxWallet software on your workstations — $199.

$199

Server Installation

Network-server setup for multi-workstation offices — starts with a $750 deposit, quoted to scope.

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Technical Support Package

Technical Support Package

Priority technical support for your office all season long — $299.

$299/season