All Taxprep Reviews
1-25 of 214 Reviews
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Penny
5,001 - 10,000 employees
Used more than 2 years
OVERALL RATING:
5
Reviewed December 2021
Easy Import & Export Functions
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Great product
Taxprep is very quick to update their software with the latest tax changes. They are very reliable as well.
PROSI 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.
CONSThe things that I like least are very minimal.
Alexei
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
2
FUNCTIONALITY
4
Reviewed May 2021
Title
It is best interface and using comparing to other product of the same domain.
PROSIt’s professional and pointed on formulars instead of simple data entering
CONSIt is expensive, version updating process is manual, it is slow starting, slow opens files. There is a list of problems and missing features that could be implemented: - Form 21200 makes wrong calculation of amount for QST refund (reported into VD-358) - CARE form took in federal consideration the amount entered in Quebec - it should not, because some times there is no deductible amount to federal side; - When TED federal fails, it should not try to send provincial; - in TP1 should be the possibility to transfer Québec refund into conjoint automatically, now it always manual; - Where is useless diagnostics in a report of depending person. Dependant have same address, but diagnostics is asking if he lives alone and two more related questions; - Then you try to open more then 5 pdf files (after generating pdfs) it always asking to confirm, because it maybe slow down the system. There is should be possibility suppress that confirmation forever. Like check box "Do not ask this question in a future"; - There is shoud be a summary page similar to DT max summary page - that shows essential information on one page; - Then a person have self-employe income (2125) and foreign employe income, program should not calculate RQPP on this foreign income.
Reasons for switching to Taxprep
It has better interface, does more automatically.
Ed
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed January 2020
Review of T2 programs
I have been using Taxprep for over 20 years. I am very familiar with the program. The program is relatively easy to use. I like the fact that the return on the screen is exactly the same as what is printed out. The diagnostics function is very useful.
CONSI have noticed a change in version 2 of the T2 2019 program which is not at all useful. When you first open the program you used to be able to see certain information about each client without going into the actual file (i.e. the status, the year end, whether the return had been e-filed etc.). Now you have to actually open the particular client file to see that information. I don't know if this an option that has to be selected but I have been unable to find the answer. Extremely annoying. Also, the program has become quite expensive, especially for a sole practitioner.
Glenn
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed January 2020
Review of Taxprep
The software is much more robust than other tax software we have used. There are many diagnostics that are available and the search function works well. We also like the link with their other client management system, iFirm.
CONSThe software is much pricier than other options. Customer support was very poor when we were attempting to purchase additional licenses. I would also consider training poor. It's hard to absorb all of the training initially when you don't know the software and you don't know the features and you don't know what questions to ask yet. They should come out after a year with an update training so the users can have much more specific questions they can ask. The multiple updates that we receive during the year is also annoying. We have to have our IT department update on each and every computer every time there is an update (which there are many) which costs us even more money. The old software we used, Profile, had an update feature that warned each user that an update was available when they were in the software and could click on a link and update themselves, without the involvement of the IT department. This is much more preferred. Our IT costs have gone up 20% when we changed over to Taxprep because of all these updates.
Reasons for switching to Taxprep
We wanted to change to a different client management software, iFirm, and Taxprep integrated with the software.
Scott
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2019
There's competition and then there's Taxprep
Our public accounting practice produces a thousand personal tax returns and hundreds of corporate returns, so a tax preparation software is critical. We started with Taxprep about a quarter century ago. The software continues to evolve. Every few years we look at a host of other preparation software and talk to other preparers in the industry. Given our client base, with its particular complexity, we can't imagine another software handling it all. We also prepare US tax returns and have gone through numerous software providers; our terrible experience with US tax preparation software makes us realize how lucky we are with Taxprep for our Canadian work.
PROSImporting and exporting data - we use this in a host of ways. For example, we have developed our own processing dashboard, detailed label production that provides key data on the docket speeding intake or referencing, sharing info between files, billing management, analyzing client base for potential review issues, double checking filings, etc. Rich with nearly all required forms. Most complete of any tax software we have reviewed. Reliable.
CONSThe form layouts often have a curious arrangement to them which is not ideal for data entry. The drill down data on multi-forms (e.g. family member names) is inaccessible to the data reporter.
Reason for choosing Taxprep
Partly out of pain of switching but also the others all lacked something (forms, transfer, ...)
Andrea
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2019
Taxprep review Nov 2019
Good product , good customer service when required, no complaints other than mentioned above
PROSEasy to use although since i have been using for 15+ years familiarity also adds to ease of use.
CONSrequirement to open different versions of the software for different years' filings. Need to manage multiple versions or if you open an earlier year's return you need to ensure the right version has been opened. Solving this issue (as Profile does) would allow ranking of 10's
Reason for choosing Taxprep
Ease of use, continuity
Kelly
Accounting, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2019
Great product
It was a great upgrade from our previous software and it integrates well with the other software from cch which creates a great way for us to manage our midsized form.
PROSThe checkup is great for providing insight on things you might not think of. This program makes reviewing a breeze.
CONSFile management must be done in a specific manner otherwise the tools for connecting groups or running queries is a nightmare. We learned this the hard way.
Reasons for switching to Taxprep
Integration with other products
Justin
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2019
Taxprep review
As taxprep is starting to more and more integrate with iFirm and other products, having one major database to run it all it is quickly becoming the 2nd most used software in the firm.
PROSTaxprep - both T1, T2 and Forms - are the most advanced and robust software on the market today. Not only does their T1 product have an over 95% CRA efile acceptance rate - but it is the easiest to use software we currently use. No matter if your tax returns are simple or very complex Taxprep can handle it by making it easier to prepare an accurate return.
CONSIt is expensive there is no way around that. But when you look at their development team there is a reason why. They put through changes and correct errors/problems at a speed you just won't see with any other software provider in Canada.
Reason for choosing Taxprep
We have never not used Taxprep - we have been in business since 1992 and have used Taxprep and its predecessor products ever since.
nathalie
Accounting, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSWolters 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.
CONSI 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
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed July 2019
The best of the best for tax preperation
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.
CONSThe cost can get very high especially when you get the full package.
Shabir
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2019
Using Taxprep Platinum Internet
It helps us in doing what-if scenarios for tax planning.
PROSIt's a dependable - intuitive - quality software.
CONS2018 tax year was the year when the speed of loading the software has been too slow. Clients also had trouble printing the T183's to scan back to us. Hopefully, in the 2019 season - it will be back to normal in terms of speed and quality.
Dayna
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2020
Taxprep Review
I have tried other tax software packages as I am a sole proprietor and I do find that Taxprep is the most expensive. However, I keep coming back to this software program as it is the best out there and the one that I am most comfortable with.
PROSI like the overall functionality of the Desktop version. I'm still trying to get used to navigating the iFirm version of Taxprep. I like how I can link my large related and associated groups and it is just comforting to know that the calculations are correct.
CONSThe number of overrides that occur when you import a large associated and related corporate group. To remove the overrides is just time consuming.
John
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2019
Quick access
The software is reliable with few bugs
PROSComprehensive software that can handle almost any tax issues
CONSOpening old files can be frustrating. When opening old files a user is required to use the version of T2 software the file was created in and you cannot open the file with an older version of the software. It would be helpful if a user could determine which version of the T2 software the file was created in. The Profile system names to work better on this matter. The Taxprep forms e-file system as not as easy to use as the T1 and T2 e-file systems.
David
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Long Time User
The Taxprep programs that we use (T1, T2, T3 & Forms) are generally very reliable for both the returns/forms produced by them and their operations (rarely crash or cause other problems).
CONSWe run the programs on a network and the Forms program requires a complete installation rather than an update when updated version of the program is released during the year. This is not a huge problem, but it does mean that an update for Forms requires more time as the settings have to be reconfigured and checked.
Derek
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Only tax preparation software that we have ever used!
Our overall experience has been great. We haven't even bothered to consider switching to another product in the last 20 years and we have been using Taxprep since at least 1985.
PROSAccuracy, consistency of product, support available when you need it.
CONSOver the years there have been growing pains depending upon changes to the tax act and receiving final filing versions in a timely manner for some of our clients who want to file quick to receive their refunds. We have found the timeliness to be better in recent years.
bradley
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4