Changing core tax technology is a significant decision, especially when the system a firm has relied on for decades still works. For Boscia & Boscia, the question wasn't simply whether its existing software could do the job. The firm began looking at how its technology supported the way its team wanted to work and where the practice was headed next.

In this case study, Nick Boscia, CPA, EA, shares the factors his firm considered, the tradeoffs that came with making a change, and the impact the transition is having on day-to-day operations. His experience offers practical considerations for other firms evaluating their own technology, workflows, and plans for the future.

What You'll Learn

• What prompted Nicks firm to reevaluate a technology it had relied on for decades

• The operational factors the firm considered before making a change

• How technology choices can affect flexibility, workflow, and review processes

• Where the firm is already seeing day-to-day efficiency improvements

• The capabilities the firm gave up and why its leaders still believe the change was worthwhile

• Advice for firms evaluating whether their current technology will support where they want to be in the next 5–10 years

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