Knowledgebase
License Model for Tax Professionals
Posted by Henry Gage on 30 March 2010 03:10 AM
Regarding: License Model for Tax Professionals

General Comments:
Tax advisers use TAPro as part of their business model. There is a delicate balance that we seek to maintain where your customers are your customer and we provide software. However we also need reasonable sales and participation to finance our business model, build a better product and grow a stronger support team. As an tax professional we ask you to purchase a copy of TAPro for each computer, each year. We reserve the right to amend our business model in appropriate and mutually beneficial ways going forward.

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Question 1:
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Is the software on an annual license-i.e.-do I have to spend $99 every year to do my taxes, etc.

[Support]: Yes it is an annual renewal model. We would need to charge much more otherwise. We also offer a renewal discount which historically has been 25%.

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Question 2:
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I have to submit back taxes as well, which includes trades which were made in 2004 and 2005. Will Trade Accountant Pro allow me to download trades and reconcile them from 2004 and 2005 or would I have to spend another $99 for 2004 and another $99 for 2005?

[Support]: You can use TAPro for prior years. In fact you can enter trades for multiple years and if you have the sequence of trades correct (date and time) then you can select the range of the report and TAPro will gather the corresponding tax lots and create the report, ignoring was is not in the tax year of interest.

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Question 3:
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If I purchase the product, do I get an online key or do I have the software physically mailed to me via a disc? I prefer getting an online key, as its obviously quicker.

[Support]: You can download the software from our site immediately.

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Question 4:
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I am considering using your software and I see that you offer for the same price an individuals version and an accounting professional’s version. Are there ANY differences in the two?? If so do you have a list that explains and can you forward it to me?

[Support]: They are intentionally the same. There is one version at present.

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Question 5:
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I have downloaded and tried the free version. On the reports page in red is the notation “Not 365 days & Wash Sale is Off” Am I correct in assuming that this is because this software is a trial and the full version will not have this limitation??

[Support]: This is a warning to adjust the date range. Try setting the range to a year and tax period all or to a one year range.


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Question 6:
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Is your product ready and fully compatible with Windows 7??

[Support]: We didn't add any special feature for Windows 7 or Vista. Microsoft creates frustration for developers at times because they break things that worked fine and required a lot of resources to create. Vista and Windows 7 have been forced by developers to retain a compatibility mode with legacy software. We have a note on our site regarding how to set this. See our main page:
http://www.tradeaccountant.com/

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