Taxprep 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Taxprep

4.6

(215)

Pricing

Pricing available upon request

About Taxprep

Taxprep is a cloud-based tax preparation software that helps companies with diagnostics, data entry, audit reviews, quality assurance and more. The system allows users to conduct in-depth analyses including trendlines, rolling averages and Pareto charts, as well as cross-tabulate data by multiple dimensions. With built-in scheduling capabilities for managers and users, it also helps coordinate schedules of activities without the need for multiple calendars.

Taxprep Screenshots

Taxprep Pricing and Plans

Starting price: $1.00

Free Trial

Free Version

Basic

$1.00

per feature

No plan information available

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Taxprep Features

Popular features found in Bookkeeper
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
General Ledger
More features of Taxprep
Accounting
API
Compliance Management
Corporate/Business
Data Import/Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
Multi-Currency
Payroll & Employer Forms
Status Tracking
Tax Calculation
Tax Compliance
Tax Forms
Tax Management
Tax Planning

Taxprep User Reviews

Overall Rating

4.6

Ratings Breakdown

65%

30%

Secondary Ratings

Ease of Use

4.4

Value for money

3.8

Customer support

4.2

Functionality

4.4

Cory P.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Review

Work flow management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, functionality, integration with other taxprep programs and iFirm database

Cons:

The software works very well but is pricey and costs should be watched for future sales

Aaron R.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2019

Taxprep

We use all the Taxprep modules and it allows scalability to our business by offering all forms and returns that we could ever need. The integration with CRA online has been wonderful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that Taxprep integrates nicely with many other 3rd party add-ons. Also, the functionality, ease of use, and accuracy of Taxprep is much better than the competitors. I feel that much time, and resources are spent annually on Taxprep to make it a superior offering as compared to competitors.

Cons:

Pricing structure is not as competitive-that would be the only downside I see. I would like to see Taxprep offered as SAAS to simplify the installation and updates.

Reasons for choosing Taxprep

Integration and robustness of Taxprep

Reasons for switching to Taxprep

We began using the CCH suite of products which made integration a key factor in our decision to switch.

Shona S.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed January 2020

Generally good - new advanced version are not great

Overall it is good. I think our feelings are now tainted due to the issues with the new advanced versions having so many issues when they were rolled out.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Connection between types of software is very useful for importing information to prepare elections, slips etc. Efiling in batches is very useful and saves lots of time rather then with each clients individual code. Importing of slips from CRA feature saves lots of time in preparation.

Cons:

The new advanced versions are creating many issues. They were released without proper testing and had many glitches including letters not printing, batch printing not working, files freezing and unable to save so loss of work. The old versions were great we had no issues with them. In general I would say the inability in T2 software to allow RC59 filing separate from return like in the T1 with the T1013 to prevent accidently filing of eligible returns with the RC59.

Reasons for choosing Taxprep

Mark K.

Verified reviewer

Accounting

Self-Employed

Used daily for more than 2 years

Review source

Reviewed January 2020

Best tax softare for a full service firm, but pricey

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I've used many competitor softwares, and I find taxprep to be by far the most robust, easy to use and clean. I love that it quickly shows what the prior year balances were in the monitor and the clean layout of the pages.

Cons:

Its expensive... much more so than competitors. Customer service can be hit and miss at times.

Reasons for choosing Taxprep

Best software, most user friendly and I felt most reassured while using it that I was doing what I intended.

Reasons for switching to Taxprep

Prefer taxprep

Alister H.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2019

Happy Customers :)

Customer service has addressed all issues in a timely fashion.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, intuitive layout, diagnostics, and integration with IFirm.

Cons:

Initially the cost, although we now feel it has been good value for our money.

Reasons for choosing Taxprep

Integration, and cloud based development was enroute at the time.

Reasons for switching to Taxprep

We wanted our software to be integrated with IFirm.

Verified

Reviewer

Accounting

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Taxprep Software

Ratings Breakdown

Ease of use

Functionality

Pros:

I primarily use the corporate and forms taxprep software. What I look most about the software is the amount of tools available to review tax returns and forms prepared within the software. As a reviewer, it is important to keep track of any items that need to be double checked, confirmed with clients, and potentially updated. The reviewer tools, such as the ability to track changes, helps ensure that the returns are completed accurately, and that we have comfort over all the information included in the return.

Cons:

There are certain quirks with the software that can clash with the technical treatment of certain items. Sometimes, you may be unable to e-file a tax return if unless you select a certain box or input a number into a certain section. However, the technically correct approach may be to leave those input areas blank. Therefore, the software can in some instances create issues in filing returns. Please note that I experienced this issue very rarely.

nathalie M.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Pro Fx is the greatest tax software out there

Overall, I've had a very positive experience with Tax prep. I am able to work on large and complicated returns on a user friendly software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Wolters Kluwers tax prep has been my most preferred tax preparation software for multiple reasons. It's a very sophisticated software and enables me to prepare complex tax returns that include an enormous amount of information and forms. I find it very user friendly and easy to navigate and I feel the input sheets are organized in a convenient way. I also like the presentation of the instructional letters.

Cons:

I will, to an extent, always struggle with state returns and this is where i feel this, as well as other tax prep softwares fall short. It's difficult to determine where to input certain information so that it flows to the correct line on the state return. If the "link to worksheet" function could provide better guidance, that would be much more helpful.

Reasons for switching to Taxprep

I changed firms

Verified

Reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2019

Reliable

very good - highly recommended

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

accurate and up-to-date software and tax tables

Cons:

ability to download archives of old software - must rely on CD

Reasons for choosing Taxprep

n/a

Verified

Reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Great product

Taxprep is very quick to update their software with the latest tax changes. They are very reliable as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ease of use, integration with our caseware software and customizability letters. The customer service is excellent, whether it is with tech support, or for assistance with form calculation, the support team is very helpful and wait times are a minimum.

Cons:

The things that I like least are very minimal.

Verified

Reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

The best of the best for tax preperation

Ratings Breakdown

Ease of use

Functionality

Pros:

This is the ultimate in tax preparation. Has best interface, best feature set and the most trusted calculations and up to date information built in. Has mad strides in integration between their other products which makes it even better. Has nice on board pricing for new users.

Cons:

The cost can get very high especially when you get the full package.

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