After 23 years of using another software I finally switched. MyTaxPrepOffice saved me time and my clients could get their advance check before they left my office. That made my business grow, and I did more clients last year then I did while using the other software. You don't have to wait forever on tech support, which I only need them when I am having a brain freeze or something. Software has not given me any problems at all. Even my clients are happier. It was hard for me to switch, but I did, and I do not regret it. Happy Customer here! Mattie Elliott You don't have to wait forever on tech support, which I only need them when I am having a brain freeze or something. Software has not given me any problems at all. Even my clients are happier.

The Dashboard I love. When your client sign the sinature pad it puts the signature on all lines that needs to be sign, which save you so much time that you can actually take in more clients.

I really don't like how you have to make a copy of the tax return before you can do the amended. I am still trying to get use to that, but maybe this season will be better from the experience of my first year.

The cost of the program and the good professional technical support during the tax seasonal.

Really, I can't find any item unlike about the program regarding of my need to provided my client's services. Every year there are improve for the program to make easy to understand.

We had problems with the Kentucky returns in 2019 and were told everything was resolved and those problems would not reoccur in 2020. Total lie. This program is a complete HEADACHE for Kentucky tax preparers.

We had no problems when it came to preparing the federal programs.

NO SUPPORT!!! TOTALLY IGNORE PROBLEMS WITH KENTUCKY RETURNS Here is verbiage from latest email that was sent this morning: Robert Jones You totally ignored all the problems that were relayed to you last season regarding the Kentucky tax returns. You would not answer my calls, emails, chats, or let voice messages. Today is the time that broke the camel's back!!!! I will be contacting the Kentucky Revenue Cabinet and the Kentucky Attorney General's Office today to file an official complaint against mytaxprepoffice in hopes of them NOT approving your program for 2021 tax preparation. Those Kentucky returns that we had problems with, and you were notified about time and time again, are now coming back with errors because once originally transmitted all information listed on Schedule M failed to go through. This is causing clients to get letters from Kentucky that they owe taxes. We now have to amend those screwed up transmitted return to show what was actually prepared corrected. I will also be posting this to all channels to warn all Kentucky tax preparers NOT to purchase your program.

The change over was a challenge because the old software was substantially different. Pleased in the long run.

Variety of forms and review. I use many different forms throughout the year so I need the payroll function, offer in compromise forms and easy access to prior years forms.

Finniky about special characters such as commas Drop downs are not always obvious

Great software that I have used for years and hope to continue using for years to come. Way better than it was in 2015 when it had a lot of errors with infomation not flowing through to the states and calculation errors. Those days are long gone.

Has all forms needed and states needed for my company.

Some of the tips per line are that indepth and not helpful. Doesn't have the best portal for clients to upload documents, doesn't always work. Not able to see multiple years in detail, just a summary for the prior year. Remote signature didn't work well, client wasn't able to sign and it looked kinda clunky and outdated when I tried myself.

Excellent. As said above, staff has been very helpful and supportive. Software seems to be intuitive and so far have found easy to use.

Had my initial training with [sensitive content hidden]. Spent a little over 2 hours going over in detail the functions of the tax software and administrative features. Made sure my company information was set up properly. Very friendly and professional. As all the employees I have interacted with so far. Very impressed with the initial contacts with the company and the thoroughness of the training and other subjects after puchase.

Nothing so far. New software and learning curve is expected.

Generally this has been excellent tax software. There are many features that will help one to automate functions going forward. Many clients are not ready for all the automation, but we should facilitate them as need be and continue the advancement technology provides.

The majority of the screens are user friendly and work well. The online help features are excellent and the assistance with difficult odd details gets resolved with relative ease.

The quick online help notes are cryptic and all too brief, so often I cannot determine what they mean. This adds a lot of confusion as I attempt to resolve all issues before having to engage the help desk, so some clearer direction would be ideal.

try to know the software more still a lot to know

GOOD CUSTOMER SERVICES- ALWAYS THERE FOR US ([sensitive content hidden]) we have a good experience working with us

very easy to manage -EASY TO UNDERSTAND

Excellent

The software is super easy to use and all forms

I love the customer service they have solutions for everything!

NEVER WORRIED THAT I WILL SPEND TOO MUCH TIME LOOKING FOR ANSWERES. MY TAX IS MORE THAN WILLING TO SHARE AND HELP. LIKE YOU ALWAYS HAVE MY BACK.

EASILY PULLED UP , DASHBOARD, EVERYTHING IN FRONT OF ME.

HAVEN'T FOUND THAT YET. STILL EXPLORING.

Makes it easier to work with clients. They can upload their own documents without having to come to my house and then I scan and upload them. The support staff are patient and find the answers to your questions. They treat you as a person. MyTaxPrepOffice even incorporated one of my suggestions into the estimated tax calculation form. I'm very please with all of the features, benefits, and services of MyTaxPrepOffice provides. It's a great value.

Clients can review, approve their returns, and sign them remotely.

On the MyTaxPortal for clients, I think a red dot appears on an area when there is a document to review or a signature requested. Unless that's been updated, it's not always clear to some clients that they need to review something. Also, on the October 15th filing deadline, the system wasn't allowing my clients to sign remotely so they had to come to my house to sign. I think the system didn't have enough capacity on that day and evening.

Overall AAAA++++

There are several things I like about MyTax. The price can't be beaten. The support is unparalleled. I almost always receive feedback within one day that a change has been made to the program in response to my feedback. I really like this program.

I thought about this. Nothing comes to mind. Great little program

Overall experience was very good. [SENSITIVE CONTENT] was very helpful and kind. He is very Knowle able of the software.

The system is ease to use and have good tools to maintain all integrated.

I like least the limitations for the essential package, but I think they are enough.

Although very glitchy, it's not bad enough to not try the software again next year. I'm fine with some glitches but if we get the same exact glitches next year then I think they are not doing anything to improve on their software and we will, unfortunately, move to another tax software.

Very easy to send/receive customers a signup link to send documents, questions, review, and e-sign their returns so from a customer point of view...excellent. Also, I prefer cloud-based software which has several advantages for me.

Very glitchy. For example, many times you must clear your browser cache or log out and log back in again to clear not being able to enter a value in a field or if you put something in a field by mistake and try to delete it, it won't let you unless you log out and log in again and sometimes you may even have to delete the form and start over again, or you remove entries from fields and they show up again (yes, sometimes a field is autopopulated from another form but not always). There are actually many more glitches but even Quickbooks and most every major cloudbased software has glitches. Also, some of the questions are not very clear, and same with the explanation of the error messages. Have to get support sometimes to figure out the explanation given.

Overall I am very pleased with my experience. As a retired CPA I was looking for a package that provided me with all the business, nonprofit, trust and other small business tax prep capabilities I need for myself, family members, and a relatively small number of client friends (under 100 returns annually now). This package, while not yet up to the big tax prep software company standards as far as convenience extras, is rapidly getting close while keeping the pricing very attractive for smaller practitioners and retirees like me. Over the long term I think this company will become a major player in the commercial tax prep industry.

In this competitive environment pricing is very important. MyTaxPrepOffice is a great price, and the price is locked in for as long as you renew during the usual early Spring renewal season. The combination of the client tax portal and the practitioner software saves time and aggravation. They have all the forms I need for every type of tax entity, including state business forms.

As with every commercial tax software package that has to be rewritten each year after Congress changes the laws again, software bugs pop up. Also, some of the federal numbers do not carry into other federal forms, and few of the federal numbers carry down into populating the state forms. However, the company has been making progress each year on correcting this. Some state number transfers are more comprehensive than other states (particularly regarding state business forms).

My overall experience has been Great. I am not a computer person. I am a Tax Person. It has been my experience that when I deal with computer software people - they and I do not communicate well. I have had mostly positive experience with this company and they have helped me overcome computer operational issues and I am very satisfied.

The Support of the Software is OUTSTANDING.

No. This product has met all of my needs

It's been a terrible experience from the beginning, getting my office set up and transferring my clients from previous years was headache.

I liked the day I stopped using it and switched back to Drake Software.

The customer support is terrible and they have zero knowledge of tax preparation, and very little knowledge of the software itself.

I'm sticking with you one more year

Somewhat is easy to use but there are more things that can be improved

Help desk does not follow up on issues recorded. Tax calculations differ from IRS and CA FTB

I hate it and yall pulled a trick.... If I don't renew , I will not get my add on fees

It would be good if it worked.... I call and call for the same problem ... over and over

LOSING MONEY WHEN YOU DON'T SEND THE APPLICATION TO THE BANKlosing money when you don't send the application to the bank

This software has saved us money and reduce preparation approval time by 27%. It is robust yet streamline for the small firm. Collaboration by multiple prepares enhances accuracy by allowing the most proficient preparers to complete the most difficult part of the return while less experience prepare preform the induction process and base tax information uploads. The one cost access to all tax form types with individual electronic filing cost per return has increase workflow and the tax preparation revenue stream.

Online access to real customer support personnel who are experts and able to log-in to fix tough issues.

Add-on cost of the signature feature. The support center closing case before complete resolution.

I've been using MTPO for the past 3 tax seasons. I was a fresh-start company looking for a less costly solution. I had some frustrations in that first year, but some of that was due to my inexperience. Every year the software has gotten better, and filing returns gets easier. I've always been able to contact support and get my questions answered in a timely fashion.

I like that when I come back to use the software every year, there are improvements made to it that really make a difference with the ease of tax preparation. More forms continue to be added as well. Customer support is easy to get hold of.

It takes a while to get used to how the forms feed from one to the next. For me, it sometimes wasn't apparent. There is a proper sequence of completion to get all the auto-fills to work. This takes a while to master.

I used another tax software prior to MyTaxPrepOffice and it became too expensive so after searching for another software company. I found that MyTaxPrepOffice was what I needed. The transition was easy and they helped me whenever I had questions. I think you should give them a tryout.

There is not much I don't like about the software. It is easy to navigate. And when I have an issue they are there to resolve it.

Completing forms, when updates are made not aware always such as 1040X and using Returns instead of just downloading 1040X from forms.

Cost, customer support, ease of use, keeping copy of clients taxes in PDF.

Occasionally it gets hung up, that's when great customer support is importannt

MOSTLY VERY GOOD AS MY SCREEN SHARE WORKS AND I DEAL WITH PEOPLE WHO KNOW HOW TO HELP

AVAILABILITY TO SCREEN SHARE AT ANY TIME

NO FEDERAL LLC FORM OR CALCULATION OF SEP IRA AVAILABLE

This has been the best and useful tax and finance software in the industry ever known. Customer support is the best team I have ever experienced. Getting better every new yaer. My best experience in 5 years with this software.Thanks,Nelson SerranoPresident-Protaxquest

This software is very friendly end user.