All MyTAXPrepOffice Reviews
1-25 of 149 Reviews
Sort by
Rhonda
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Great tax software and exceptional customer service makes up for any errors in the software.
The biggest problems working between the years without having to install new software is a game changer. Having multiple users without the hassle. Being able to work anywhere I need to work without extra steps. Having the federal and state efiles process without intervention and quick acceptance is a game changer. The customer service reps are so friendly and willing to spend all the time necessary to resolve the issues.
PROSThe customer service will answer any questions and work with you to resolve any complex issue even if they have to do research to find it. They respond to your call within 5 minutes and usually must less time.
CONSThe client portal needs some additional work so that the client knows exactly where to load the documents so that they will be received.
Reason for choosing MyTAXPrepOffice
Price, cloud based, next generation. I was ready to take a chance.
Reasons for switching to MyTAXPrepOffice
Horrible customer service, in fact no customer service, waiting hours to get any reply. No ability to retrieve invoices for services charged to my credit card. They kept saying the portal was under construction for years and you could not get anyone to send a receipt to know what you were paying for.
RICHARD
Accounting, 1 employee
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
I like My Tax Prep Office
I am very happy with My Tax Prep Office and will continue to use it.
PROSThe overall performance of the program works very well. I have been using the program almost from the beginning and I have witnessed a great growth in the program. All states are included at no extra charge, unlimited printing and ease of Efiling are all very important. When I run into a problem, the support team gets the problem resolved with a day.
CONSThe program does have some issues where calculated boxes don't flow to the correct form or some forms do not calculate as I expect.
Reason for choosing MyTAXPrepOffice
I chose the program for price and clients can sign the return both in person and remotely.
Reasons for switching to MyTAXPrepOffice
This is a professional tax prep software with the ability for the client to sign the return.
TOMMY
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed August 2021
All Kentucky Tax Preparers stay away from this program.
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.
PROSWe had no problems when it came to preparing the federal programs.
CONSNO 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.
Ivan
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
My TaxPreOffice Experience
The cost of the program and the good professional technical support during the tax seasonal.
CONSReally, 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.
Reasons for switching to MyTAXPrepOffice
The Cost of the product and the technical support was a little deficiently.
Richard
Accounting, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Nice tax software-definitely recommend
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.
PROSHas all forms needed and states needed for my company.
CONSSome 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.
Reasons for switching to MyTAXPrepOffice
Better customer service and product was superior with more forms
Michael
Computer Software, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed September 2023
Mytaxprep office Training
Excellent. As said above, staff has been very helpful and supportive. Software seems to be intuitive and so far have found easy to use.
PROSHad 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.
CONSNothing so far. New software and learning curve is expected.
Reason for choosing MyTAXPrepOffice
Reviews were better and when I contacted the Mytaxprepoffice to consider purchasing, all questions were answered thoroughly. Very competent personnel.
Reasons for switching to MyTAXPrepOffice
[sensitive content hidden] is excellent software but had increased their price substantially and was too expensive for a one man tax practice.
TONDRA
Accounting, 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 January 2024
The best software yet!
The navigation is awesome and it is a very great software to use!
CONSI wanted them to create the program so that it could automatically put info into the software by taking a picture of the document...
Reasons for switching to MyTAXPrepOffice
TaxSlayer just didn't have enough to help you get an accurate result!
Euphrase
Accounting, 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 February 2024
I like MyTAXPrepOffice!
I like a lot of features, including remote signature, client management, and customer services.
CONSNot really, I'm very satisfied with your products and your services.
Reason for choosing MyTAXPrepOffice
Yes, I did. I like your products, reason why I stayed with you.
Paul
Accounting, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Excited to learn and grow.
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.
PROSThe 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.
CONSThe 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.
Reason for choosing MyTAXPrepOffice
Functions and features along with ease of implementation.
Reasons for switching to MyTAXPrepOffice
Looking to advance technology and the user experience for my employees.
FARAH
Legal Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
EXCEPTIONAL
try to know the software more still a lot to know
PROSGOOD CUSTOMER SERVICES- ALWAYS THERE FOR US ([sensitive content hidden]) we have a good experience working with us
CONSvery easy to manage -EASY TO UNDERSTAND
Reasons for switching to MyTAXPrepOffice
POOR CUSTOMER SERVICE A LOT CUSTOMER LEAVE THAT SOFTWARE
Thomas
Accounting, 1 employee
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Great Benefits and Value for Tax Preparers and Their Clients
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.
PROSClients can review, approve their returns, and sign them remotely.
CONSOn 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.
Reasons for switching to MyTAXPrepOffice
MyTaxPrepOffice had many more features that I find very useful in the whole process of working with clients, preparing, and filing their returns.
Natalie
Accounting, 1 employee
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Best little program coming up
Overall AAAA++++
PROSThere 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.
CONSI thought about this. Nothing comes to mind. Great little program
Reasons for switching to MyTAXPrepOffice
ATX was getting to be a mammoth program. Therefore the program was cost prohibiting.
Ashley
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Review
Wonderful
PROSI love everything about the software but my favorite two are the rejection area and the reports.
CONSNone that I am aware of at the moment
Reason for choosing MyTAXPrepOffice
Cost, easy use, free efling for all states and returns, awsome software
Reasons for switching to MyTAXPrepOffice
Cost, and how easy it is to use
James
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed April 2023
First year of trying this software for our business
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.
PROSVery 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.
CONSVery 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.
Reason for choosing MyTAXPrepOffice
Price and customer portal
Reasons for switching to MyTAXPrepOffice
Liked TaxSlayer very much. However, every remote customer using the customer portal hated it. Almost all had problems just signing up. When you send returns for review, it sends all the different forms in file names that are 20 characters of jumbled characters. Sometimes had to resend again for them to get missing forms.Everytime you do something it wants to save the return in papercut folder. In Papercut you can't tell one file from another without opening it. Also, TaxSlayer did not have cloudbased product to do ALL tax return types.
Kenneth
Accounting, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2022
Solid online commercial tax prep software for a great price
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.
PROSIn 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.
CONSAs 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).
Reasons for switching to MyTAXPrepOffice
After I sold my practice and retired I wanted a lower cost software that is easy for me and my geographically scattered remaining clientele to utilize. This package offers most of the features and all of the federal and state business, nonprofit, trust and personal forms for a much more retiree-friendly price.
David
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Serious Review
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.
PROSThe Support of the Software is OUTSTANDING.
CONSNo. This product has met all of my needs
Reasons for switching to MyTAXPrepOffice
I needed a cloud tax software program
Jose
Accounting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed October 2021
This is not a real Tax Software
It's been a terrible experience from the beginning, getting my office set up and transferring my clients from previous years was headache.
PROSI liked the day I stopped using it and switched back to Drake Software.
CONSThe customer support is terrible and they have zero knowledge of tax preparation, and very little knowledge of the software itself.
Reason for choosing MyTAXPrepOffice
It was the cheaper option.
Reasons for switching to MyTAXPrepOffice
The price was way cheaper, but you get what you pay for. This software is terrible.
Humberto
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed November 2022
Humberto
I'm sticking with you one more year
PROSSomewhat is easy to use but there are more things that can be improved
CONSHelp desk does not follow up on issues recorded. Tax calculations differ from IRS and CA FTB
Reasons for switching to MyTAXPrepOffice
Value
Russell
Financial Services, 1 employee
Used daily for less than 6 months
OVERALL RATING:
1
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed February 2022
Please read this before considering MyTAXPrepOffice
Love their concept and some of the features. Support representatives did try their best, but they cannot resolve form calculation problems.
CONSPrepared six returns to date. Five out of the six had problems. 1. Form 5329 calculating incorrectly.(Sent to Support) 2. Schedule A worksheet for mortgage interest limitation was nonexistent.(Sent to support) 3 & 4. Processing of 1099's required creating a new return each time (Two occurrences)(Phone support was able to help by instructing me to create a copy and deleting original return) 5. Final straw, Schedule 1, calculation for taxable portion of state refund was calculating incorrectly.
Reasons for switching to MyTAXPrepOffice
Love the idea of cloud based versitility.
Humberto
Real Estate, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
My tax prep review
it has been great I had to get used to the program but now I feel more confident using it
PROSI like the fact that checking your missing information is really easy to check all the time
CONSI am not sure that sending the clients' information and getting a response works in my case but I probably need to try it more
Reasons for switching to MyTAXPrepOffice
the main thing was the price
Leeann
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
tax program review
the program is easy to use, support majority of the time is easy to use. support is great and they reply quickly and 99% of the time they are very knowledgeable.
PROSthis software is extremely easy to use for the majority of the individual tax returns
CONSthe only part I am not comfortable with is when a new person in support answers and the are not familiar with the program it takes twice as long to fix the issues of or they can't fix it at all.
Yoanna
Accounting, 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 April 2023
Great Costumer Service
Great
PROSI am very grateful to the support staff for their kindness and professionalism. Today especially with [sensitive content hidden]
CONSI don't have any cons about MyTAXPrepOffice
Claudia
Accounting, 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 January 2023
Great product
Great
PROSThis product is great and affordable for small business (Tax preparers). The customer service is great.[SENSITIVE CONTENT] does an excellent job. He explains everything in detail, he's know very well everything about this product. I would recommend it to my colleagues.
CONSCustomer serviceAll the featuresClients PortalSupport
Reason for choosing MyTAXPrepOffice
Ultimate Tax
Marie Alana
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed March 2022
Worst tax prep software I've ever used
Worst mistake ever. Run...don't walk, away from this tax software. So many things wrong with it that I wrote a letter to the management of this company. Should not be on the market.
PROSEasy to set up and cheapest tax prep software I found.
CONSIncorrect calculations on numerous occasions, worst customer service, and the software actually crashed on the filing deadline as I was filing extensions for 50 clients and none were able to be timely filed. Massive headache and customer service quit answering the phones to give updates.
Reason for choosing MyTAXPrepOffice
Lowest cost overall.
Verna
Accounting, 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 August 2022
Verna's Tax Service
This program has made my work much easier and faster. My clients like the portal and the speed in which I can do their taxes
PROSThe software is easy to use and the customer service is the best I have ever had
CONSI cannot think of anything I do not like about this software
Reasons for switching to MyTAXPrepOffice
It was getting to expensive and less product