Tax Software Migration Guide 2025 | Cloud Hosting Setup - Verito
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Verito

Get Your Tax Software Running in the Cloud in 48 Hours - Guaranteed

Complete tax software migration guide with zero downtime. Join 3,000+ firms who've successfully migrated Drake, Lacerte, ProSeries & QuickBooks to secure cloud hosting.

SOC 2 Type II Certified
3,000+ Successful Migrations
48-Hour Setup Guarantee
4.9/5 Customer Rating

Your 48-Hour Tax Software Migration Journey to the Cloud

We've successfully migrated over 3,000 tax and accounting firms to secure cloud hosting. Here's our proven step-by-step process that guarantees zero downtime and complete data integrity.

1

Initial Assessment

We analyze your current setup and requirements

2 hours
Current Tasks:
  • Software inventory
  • User count verification
  • Data size assessment
  • Performance requirements
2

Environment Setup

Configure your dedicated cloud infrastructure

4 hours
3

Data Migration

Securely transfer all your data to the cloud

8-12 hours
4

Testing & Go-Live

Verify everything works perfectly

4 hours
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Join 127 firms who migrated this month. Our expert team is standing by to begin your zero-downtime migration immediately.

⏰ Average response time: Under 2 minutes

Simple 4-Step Tax Software Migration Process

Our proven onboarding methodology ensures smooth transition for Drake, Lacerte, ProSeries, and QuickBooks users

  • Review your current software setup
  • Assess number of users and data size
  • Discuss timeline and requirements
  • Get instant pricing estimate
  • Schedule migration date
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Your Pre-Migration Success Checklist

Complete these 6 simple items for a flawless cloud migration. Our dedicated migration specialist will guide you through each step.

💡 Pro Tip: Most firms complete this checklist in under 30 minutes

Progress0 of 6 completed
$0 Migration Cost

Everything Included in Your Migration

  • Dedicated server with guaranteed resources (No sharing!)
  • 99.995% uptime SLA guarantee (Only 26 minutes downtime/year)
  • 24/7 US-based expert support (2-minute response time)
  • Daily automated backups with 1-hour recovery
  • Enterprise-grade security (SOC 2 Type II certified)
  • Free software updates and patches forever
  • Unlimited data transfer and storage scaling
  • 30-day money-back guarantee (No questions asked)

Tax Software Migration Guides by Platform

Expert migration instructions for Drake, Lacerte, ProSeries, UltraTax CS, and QuickBooks cloud hosting

Drake Tax

Complete hosting setup for Drake Tax Software

Setup: 2 hoursUsers: 1-100+

Features Included

  • All Drake modules supported
  • Multi-user access
  • Integrated e-filing
  • Document management
  • Real-time collaboration
Learn More About Drake Tax Hosting

Quick Setup Process

1

Provide Drake license information

2

We install Drake on your dedicated server

3

Configure user permissions and access

4

Set up automated backups

5

Test e-filing connections

Ready to migrate Drake Tax?

Our experts will handle the entire setup process for you.

Free Tax Software Migration Resources

Download our comprehensive guides, checklists, and video tutorials for seamless cloud migration

Most Downloaded

2025 Migration Guide PDF

Complete 20-page tax software migration guide with screenshots, checklists, and troubleshooting tips

Download Free Guide
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30-Min Video Tutorial

Watch our certified engineers perform a complete Drake to cloud migration step-by-step

Watch Tutorial
Live Chat

24/7 Support Center

Browse 500+ tax software migration articles, video guides, and troubleshooting resources

Get Instant Help

The VeritSpace Advantage

Exclusively Dedicated

Exclusively Dedicated

Unlike other providers, we offer dedicated private servers only. No shared resources, no compromises.

Industry-Specific Expertise

Industry-Specific Expertise

We offer tailored solutions for tax and accounting firms, addressing their unique challenges.

 24/7 Expert Support

24/7 Expert Support

You get round-the-clock phone and chat support from our dedicated team of IT specialists.

Compliance-Ready

Compliance-Ready

Our isolated environments simplify adherence to industry regulations.

What Our Clients Say – Trusted by Accounting & Tax Firms Nationwide

My company has used Verito for several years now. We have expanded to 3 locations, all of which we use Verito at. The ability to work from anywhere is priceless. Anytime we have any questions, or issues they are handled very quickly. They have even gone above and beyond and helped with issues that weren't even theirs. Good luck finding that elsewhere.

Felecia Criss

Felecia Criss

As a one person tax practice I was looking for a dependable remote desktop - verito was referred on many tax professional forums. The price was right and I have been with them a few months now with zero issues - when I have questions, they are answered in the same day, usually in the same hour. Highly recommend.

Nicole Westra

Nicole Westra

Verito does a wonderful job of supporting my accounting/tax/payroll. Service and support are outstanding and always easy to reach and solve our issues quickly.

John Strah

John Strah

Superior customer service. Almost 0% downtime. Host tax software as well as virtual office. Great cloud company.

Sheldon Brown

Sheldon Brown

Frequently Asked Questions

Still have some questions in mind?

    Our standard migration process takes 48 hours from start to finish. We handle everything including data backup, software installation, user setup, and testing to ensure zero downtime. Our experienced team has successfully completed over 3,000 migrations, allowing us to anticipate and prevent potential issues before they occur.

    Your data is 100% safe with our comprehensive migration approach:
    • Complete backup of all data before migration begins
    • Data integrity verification at every stage
    • Encrypted transfer protocols for maximum security
    • Post-migration validation to ensure all data is intact
    • 30-day backup retention for additional peace of mind

    We've maintained a perfect record of zero data loss across all 3,000+ migrations completed.

      Yes! We use a staged migration approach that allows you to continue working on your existing system while we prepare your new cloud environment. The switch happens seamlessly with zero downtime. Most clients don't even notice when the transition occurs - they simply log in and find themselves working in the new, faster cloud environment.

      Comprehensive post-migration support includes:
      • 24/7 US-based technical support with 2-minute response time
      • Dedicated account manager for personalized assistance
      • 30 days of free post-migration support and optimization
      • Ongoing proactive monitoring and maintenance
      • Free training sessions for your team
      • Access to 500+ knowledge base articles and video tutorials

      Our support team specializes in tax and accounting software, ensuring expert assistance whenever you need it.

      We support all major tax and accounting software including:
      • Drake Tax Software (all versions)
      • Lacerte Tax Software
      • ProSeries Professional and Basic
      • UltraTax CS
      • ProSystem fx Tax
      • QuickBooks (Desktop and Enterprise)
      • Sage applications
      • ATX, TaxWise, and other specialized software

      Our team will verify compatibility during the initial assessment and ensure your specific software version is fully supported before migration begins.

        Migration to Verito is completely FREE. There are no setup fees, migration charges, or hidden costs. You only pay for your monthly hosting plan after the migration is complete. Plus, we offer a 30-day money-back guarantee, so you can try our services risk-free.

        Enterprise-grade security measures include:
        • SOC 2 Type II certified data centers
        • 256-bit AES encryption for data in transit and at rest
        • Multi-factor authentication (MFA) for all users
        • Daily automated backups with geo-redundancy
        • Advanced firewall and intrusion detection systems
        • HIPAA and IRS compliance for tax data protection

        We maintain the highest security standards to protect your sensitive tax and financial data throughout the migration process and beyond.

          Absolutely! Our cloud hosting solution supports unlimited concurrent users. Your entire team can work simultaneously on the same software and files without any performance degradation. We provide dedicated resources that scale automatically based on your usage, ensuring optimal performance even during peak tax season.

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