# MyTAXPrepOffice Software Reviews, Demo & Pricing - 2026 > Review of MyTAXPrepOffice Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile --- [Home](https://www.softwareadvice.com/) / [Tax Preparation Software](https://www.softwareadvice.com/tax-preparation/) / MyTAXPrepOffice Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/)[Alternatives](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/alternatives/) # MyTAXPrepOffice 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview MyTAXPrepOffice 4.5 [(234)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) Pricing Starting at $695.00 per year ### About MyTAXPrepOffice MyTAXPrepOffice is a professional tax preparation software. It is a cloud-based platform designed to help businesses streamline tax preparation and e-filing operations on a centralized dashboard. Tax preparers can utilize a client portal for secure two-way communication. They can also send engagement letters, review form submissions, approve return requests, send and receive documents, and sign documents remotely. MyTAXPrepOffice offers mobility, accuracy, ease of use, and affordability. There are three pricing plans to choose from to find what fits best with your business. MyTAXPrepOffice offer 24/7 support during tax season as well as one-on-one customized onboarding and an online training library that clients can access at any time. ## MyTAXPrepOffice User Interface ## Popular MyTAXPrepOffice Alternatives Main Product MyTAXPrepOffice 4.5 [(234)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.66Value for money - 4.63Customer support - 4.51Functionality Pricing Starting at $695.00 per year Alternative Product [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/) 4.7 [(3594)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.62Value for money - 4.60Customer support - 4.62Functionality Pricing Starting at $800.00 per year Alternative Product [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/) 3.8 [(115)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) Ratings Breakdown - 3.77Ease of use - 4.01Value for money - 3.86Customer support - 3.75Functionality Pricing Starting at $349.99 one time Alternative Product [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/) 4.5 [(274)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.15Value for money - 3.98Customer support - 4.54Functionality Pricing Starting at $170.00 one time Alternative Product [UltraTax CS](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/) 3.6 [(25)](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/reviews/) Ratings Breakdown - 3.40Ease of use - 3.33Value for money - 2.91Customer support - 3.48Functionality Pricing Starting at CA$2500.00 per year Alternative Product [Spectrum Cloud](https://www.softwareadvice.com/product/530058-Spectrum-Cloud/) 5.0 [(2)](https://www.softwareadvice.com/product/530058-Spectrum-Cloud/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.50Customer support - 5.0Functionality Pricing Starting at ₹4300.00 per year ## MyTAXPrepOffice Pricing and Plans Starting price: $695.00 per year Free Trial Free Version Individual PRO $695.00 flat rate, per year No plan information available Essential Plan $995.00 flat rate, per year No plan information available Unlimited Plan $1,295.00 flat rate, per year No plan information available ## MyTAXPrepOffice Features - Popular features found in Tax Preparation Tax Calculation Tax Filing Tax Forms Tax Management - More features of MyTAXPrepOffice Access Controls/Permissions Accounting Activity Dashboard Alerts/Notifications Client Management Client Portal Communication Management Corporate/Business Customizable Templates Data Import/Export Digital Signature Document Management Document Storage Electronic Filing For Tax Practices Mobile Access Reminders Reporting & Statistics Tax Planning ## MyTAXPrepOffice User Reviews Overall Rating 4.5 Ratings Breakdown 5 78% 4 12% 3 3% 2 2% 1 6% Secondary Ratings Ease of Use 4.5 Value for money 4.7 Customer support 4.6 Functionality 4.5 DL David L. Verified reviewer Accounting Self-Employed Used monthly for more than 2 years Review source Reviewed March 2026 General review 4 Overall, it is a good software that helps. I would love to understand some of the processes or I would life easy of learning the software. Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: Ease of use. The software is easy to learn and how it is easy to go to each section in order to manage the software. Cons: Sometimes I get confused as to the working of the software. I have had a time trying to learn the software. Vendor Response Thank you for your feedback! We truly appreciate you sharing your experience. We understand that switching to any new software comes with a learning curve, and you’re not alone in feeling that way. Have you had a chance to take advantage of the complimentary 1-on-1 training included with your license? It’s a great way to get personalized support. We also offer live webinars, on-demand sessions, our Solution Center with 10,000+ training articles, and a full video training library. Our Customer Success Specialists are always ready to help whenever you need assistance. While there can be an adjustment period, many users find that the time invested pays off with greater efficiency and long-term savings. We’re here for you every step of the way and are so happy you are part of the MyTAXPrepOffice family. Replied April 2026 Read More AM ANA M. Verified reviewer Financial Services Self-Employed Used weekly for less than 6 months Review source Reviewed July 2025 Exceptional Service, Effective Training, Some User Interface Enhancements Suggested 4 Overall, my experience has been very positive. The training, support, and available resources have made a significant difference in my ability to work efficiently and confidently. I look forward to seeing continued improvements and enhancements to the platform. Thank you for your commitment to supporting tax professionals like me. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Initial Training... Is a plus! The initial training provided was excellent and fully equipped me to navigate tax season with confidence. I greatly appreciate the customer support team for their patience and dedication in assisting with any questions I had about the platform. I would like to highlight the exceptional service provided by \[sensitive content hidden\] from the customer support team. Her assistance was clear, calm, and highly knowledgeable. She even offered helpful tips on navigating the software after I mentioned that I was new to the system. The YouTube tutorials are incredibly helpful! They provide clear, step-by-step guidance that makes it easy to follow along. Watching the videos also helps me become more familiar with the platform’s features and functionalities. Cons: These Are My Suggestions for Improvement The audio volume on the YouTube tutorial videos is noticeably low and could benefit from enhancement for better clarity. Similarly, the volume on the Customer Service Phone Line is too low and sometimes difficult to hear. The inability to use right-click functions (such as copy and paste) on the platform reduces efficiency. When addressing system alerts, the platform often redirects to a general page, and it is not always clear which specific line or field requires correction—especially when multiple entries are involved. Reasons for choosing MyTAXPrepOffice The customer service! I love it since the first phone call! Reasons for switching to MyTAXPrepOffice The customer service was not good for me! Read More DL DAVID L. Verified reviewer Accounting Self-Employed Used daily for more than 2 years Review source Reviewed April 2024 Review of Income Tax Filing 5 Overall - I believe it is a great value and great product Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The customer service department is outstanding. Cons: I am very satisfied. They have been very accomodating to me - Do not have any specific areas that I am not satisfied with Reasons for switching to MyTAXPrepOffice I needed a cloud tax software program Read More ID ISA D. Verified reviewer Accounting Self-Employed Used daily for less than 6 months Review source Reviewed April 2025 Good changes brings more possibilities 5 So far, I’m really impressed with the price and the benefits this program offers to small businesses like mine. It’s been great to have access to these features without breaking the bank, especially compared to a previous program I used. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I purchased this program to gain more security throughout the process. Although it took me some time to make the switch—since I was worried about getting stuck while preparing each and every tax return—the support system has been AMAZING! I truly appreciate the training and the friendly team. \[sensitive content hidden\], in particular, was incredibly informative and answered all my questions thoroughly. Cons: I don’t have any complaints so far, as I just purchased the program this year. I’m enjoying the process and plan to continue doing so. Perhaps in the future, I’ll share any potential drawbacks as they arise. Reasons for choosing MyTAXPrepOffice The demo was straightforward and easy to follow, and the budget was well-suited for my small business. Reasons for switching to MyTAXPrepOffice To expensive and not happy with the support system sometimes Read More GZ Gail Z. Verified reviewer Executive Office 2-10 employees Used weekly for less than 2 years Review source Reviewed March 2025 The software ever! 5 This year was better than last year. This is my second year working with the software and I have no complaints. I'm looking to the next tax year 2025! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Everything - Software and how it made things so easy to maneuver. the customer support team are polite and ready to help at all times. Cons: Nothing! Everything was great. I wish that I knew of this software before now. Reasons for switching to MyTAXPrepOffice I wanted if there was something better for my business Read More GF Gary F. Verified reviewer Accounting 2-10 employees Used daily for less than 12 months Review source Reviewed September 2025 Not worth the Advil! 1 After 6 months I had to give up on their software. They were speedy with updates when they were important to them, but they refused to update their estimated tax penalty calculation, which was incorrect and calculating about DOUBLE what it should be. When I called their software crap, they banned me from tech support, which made their software unusable for me (remember, you have to constantly contact tech support for workarounds because their software is so buggy). Very unprofessional and wouldn't even refund my money! Ratings Breakdown 2 Ease of use 4 Value for money 1 Customer support 3 Functionality Pros: It was cheap and online, which allowed my staff to work from home. But my staff ended up not using their software because it was too buggy, so I had to do the tax software data entry! Cons: It was buggy and constantly required tech support for workarounds. They would make quick fixes when they were important to MTPO, but if they didn't feel an update was important, they would file the suggestion in the round filing cabinet! Reasons for switching to MyTAXPrepOffice ATX keeps increasing the cost of their software, but doesn't increase the usefulness. It's slow to open returns (but before 2011 it was super fast and easy to use). Wolter's Kluwer destroyed ATX! Read More SS Stephanie S. Verified reviewer Accounting 2-10 employees Used daily for less than 6 months Review source Reviewed May 2025 Security Breach (credit card) - MyTaxPrepOffice did not take report seriously at all. 1 I looked into MTPO last year and the year prior. The only reason I didn't use them in 23 and 24 was because they were missing the forms for WA state. I already perform a review of the forms and calculations that would offset the other negative things I have read about their accuracy issues, so I was willing to take that chance if they ever added those forms. Their sales department contacted me and scheduled a long sales (5/7/25) call where they were able to show me all of the cool features of the program and that they now have WA state forms. I was excited enough about the full functionality of it to spend the $100 down payment on a trial run of the software. The particular business card I used had not been used at all for 3 months (last used in Feb). 3 days (5/10/25) after giving my credit card information over the phone to the sales rep, my card was used in Mexico City on three separate purchases - two were "online" and one was marked "merchandise" and all for companies that do not exist in a general Google search for them. I have an excellent credit card company who reached out for the suspicious activity and reversed the charges as soon as I denied them (9hrs after the fact as they occurred around 1230am on 5/10/25). I reported it to MTPO immediately. Five days later, I reported to the trainer who contacted me for my training session that I wasn't going to proceed with training on a new program if reported security concerns were going to go unanswered. Not only had I not been contacted at all, but not a single update had been made on the ticket to let me know they were even looking into it. She escalated the issue and I was sent a message to schedule a call with IT, which I scheduled for the following morning (5/16/25). I am part of a team in my other job that runs a managed services desk for healthcare IT, so I understand security breach investigations and how seriously they must be taken. I perform them when necessary. I also understand the importance of client communications during this process. MTPO does not understand this at all. They didn't even bother to call me once before closing my ticket stating the breach must have occurred on my end (though they stated in the ticket that they called and left me a voice message. I had no missed calls and no voicemails). Unless my phone was being tapped, it's highly unlikely the breach was on my end - The card is used to purchase my software annually and some occasional restocking on Amazon, so most purchases are between Dec-Feb. The timing of the breach was extremely suspect. MTPO didn't even bother to seek out feedback from others to see if perhaps the breach was at the personnel level. (Did the rep I spoke with take/sell my information? Who knows - they didn't even look into it!) I wasn't asking for money or even any heads on platters - I really just wanted to make sure the report was taken seriously and steps would be outlined to help me feel safe with the company. They couldn't be bothered with this, so I requested a refund as I am in my trial month and will proceed forward with Drake again for 2025. I cannot upload sensitive client data to a company whose response to a security concern is basically just "We're safe and secure, promise!!" I suppose, ultimately, I agree with the other negative reviews I've read. You get what you pay for - and these folks are cheap, so their software is cheap and their security practices are even more so. Ratings Breakdown 3 Ease of use 1 Value for money 1 Customer support 3 Functionality Pros: It looked slick on the sales call and full functioning. The idea is excellent, but the implementation is not great and security is dangerously lacking Cons: Submitting payment to MTPO caused a security breach wherein my credit card information was stolen and used in Mexico City - MTPO did not take the report seriously and blew me off entirely Reasons for switching to MyTAXPrepOffice Costs and bundling of services like document portal and e-signatures - I'm returning to Drake until I can find a better option - at least they've proven themselves secure. Read More mO migdalia O. Verified reviewer Construction Self-Employed Used weekly for less than 6 months Review source Reviewed February 2026 patience is an amazing asset 5 an amazing experience it felt like going to a new place meeting new amazing ppl \[sensitive content hidden\] was amazing , she listened nd trained me on what I needed she LISTENED nd educated me with patience , she is an amazing asset to any company thank u \[sensitive content hidden\] and godbless u I hope this company appreciates you and you efforts and kindness Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: \[sensitive content hidden\] her patience and knowledge went above nd beyond she is an asset to any company I appreciated her commitment and kindness very humble Cons: some of the ppl who train need to learn to listen to what the customer needs we do not need training i every aspect of ur sw when we say no thank you u should stop nd listen instead u kept going , on things I did not need training on nor wanted u could've spent the extra time on things I wanted nd needed Reasons for switching to MyTAXPrepOffice price went up and they refused to downgrade me which was not fair , they refused to work with low income ppl that where going thru hardship and customer service declined Read More VR Verified Reviewer Accounting Self-Employed Used daily for more than 2 years Review source Reviewed December 2024 This can't be beat! Cost, efficiency, customer service, and accuracy are bar none! 4 So, I started with Pro Connect back in 2015-2016, and I hated it. I switched to Drake, but the PPR was expensive for me starting out, and I wasn't pricing my fees very well, so I found Mytaxprepoffice, which was a really inexpensive flat fee (I think $400 at the time). I hated it; it was the worst. It constantly failed to flow things through to the forms correctly, miscalculated things, etc. Its only saving grace was its dashboard. I'm working on my CPA, so I worked for a few CPA firms for a few years and used Ultra Tax and Lacerte. UltraTax I found cool, but it was very old-looking, and I hated the trial balance utility it had. It is also VERY expensive. Lacerte was the best. For the last 2 years, I've decided to keep Lacerte with my own firm. I paid $6,300 for 300 returns the first year, $6,600 this year, and they quoted me $6,900 and change for the coming year. Lacerte is alright and does what I need. My pricing does cover it and then some, but if I can save that much a year, why not. Their customer service also isn't particularly great. Most of them do not prepare returns or have basic tax knowledge, and I generally only call for something complicated. So I wind up having to go through long conversations to explain what I need, where it's supposed to go, try to convince them that it's not doing what I need, etc... and usually I don't get anywhere with it. So, this season, \[sensitive content hidden\] from Mytaxprepoffice (MTPO) reached out and wanted to do a demo. I was kind of an ass and told him that the software is terrible; my experiences with it and saving a few thousand to have to spend more than that in my billable time to just check, double check, and correct its mistakes is not savings. However, I talked it over with him, and he promised it had changed, won some awards, and he would do a free demo. Well, the demo didn't quite convince me. I'm hesitant and would rather work with the devil I know than the devil I don't. However, I wound up gaining roughly 50 clients, that are fairly easy to do, and since I was at the 300 max for my account and would've had to PPR for Lacerte, MTPO would be a cost-effective way to actually demo the software. It was FANTASTIC. It has an interview mode if you're a REAL beginner, but forms mode is the way to go. The dashboard is still the same; very easy to see client statuses, things that are accepted or rejected, if you offer bank products their status (I don't anymore), etc... It also includes a customer portal and KBA signature options, but to be fair, I do not use them because I use TaxDome. (It does not print to TaxDome, FYI.) There is an app if you have an office space (I used to before I went remote) and you can collect digital signatures with an iPad or your phone. I just had an iPad mini on the desk and the Apple pen and would have them sign that way. The software has no more of a learning curve than any other. There are faster and easier ways to do things that are worth learning. Like if you start with the client info forms and then move from there, you don't have to re-enter things, etc... The diagnostics are great. The only thing I wish it would do is analytics, like how much someone can contribute to retirements etc...but for the cost savings I can do that myself. It also found one thing that Lacerte is not calculating correctly. I can't remember the specifics anymore, but I did a return on Lacerte and then did it again on MTPO to compare. MTPO was giving a bigger refund. I chatted with one of the tech support people because I saw that it was calculating less in (I think it was capital gains), and he pointed me to the publication where it shows an alternate method that I didn't know existed, and Lacerte wasn't using and doesn't appear to have the option to use unless I manually override it after speaking to Lacerte's rep. The customer service is phenomenal. They all prepare or have prepared tax returns, so they usually know what you're talking about. They're quick to get a hold of. Their FAQs, or whatever their term for it is, are pretty robust. I can search just about anything, and it pulls articles and how-to's for it. I currently prepare roughly 400 1120s, 200 1040s with State returns in almost every state, (and many of them with 5 or more states per return) a handful of 1120 and 1065, no 990's anymore. (MTPO does not do 990's well, but that's not why I don't do them). After speaking to others it does not prepare international forms either (I currently do not do those). It also does not do the opportunity zone forms, just FYI. I cannot recommend MTPO enough. No downtime, super efficient data entry, and review, really cost-effective, the BEST customer service. They are constantly taking customer feedback and actually implementing it, so the software is always improving..but not in the middle of tax season like other software unless it's a mandatory legal change or bug fix, but it is cloud-based so again, no down time. So...if you do decide to take my opinion to heart Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Ease of use, cost, dashboard, and customer service are awesome! Cons: State prep, I seem to have to refresh often to make things appear properly. Reasons for choosing MyTAXPrepOffice I really like the dashboard layout, I like the features that come along with the product, and I like that it's cloud based. Reasons for switching to MyTAXPrepOffice The product was offered to try with a really great guarantee and refund policy. Once I tried it out, I felt that the product greatly improved from previous years, was easy to use, and saved me a ton of money compared to my previous option. Read More AW Allie W. Verified reviewer Accounting Self-Employed Used weekly for less than 6 months Review source Reviewed January 2026 New Small Tax Preparer 5 Great customer service, easy to use, makes the process quicker and cleaner. I look forward to using this software as my business grows as well. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The software is user friendly, efficient, customizable, intuitive. I'm starting off as a small tax prepaper and this software is affordable and makes starting this business enjoyable and worth it! Cons: I don't have any complaints so far. The customer service has been awesome and I'm excited to keep using it. Reasons for choosing MyTAXPrepOffice less expensive and easy to use, very efficient Read More Showing 1 - 10 of 234 Reviews [See All Reviews](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) ## MyTAXPrepOffice Popular Comparisons [TaxDome vs MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/taxdome/)[Drake Tax vs MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/vs/mytaxprepoffice/)[TurboTax Business vs MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/turbotax-business/)[UltraTax CS vs MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/ultratax-cs/)[ProSeries Tax vs MyTAXPrepOffice](https://www.softwareadvice.com/accounting/intuit-profile/vs/mytaxprepoffice/)[CCH ProSystem fx vs MyTAXPrepOffice](https://www.softwareadvice.com/project-management/cch-prosystem-fx-profile/vs/mytaxprepoffice/)[TaxAct Business vs MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/taxact-business/)[Taxprep vs MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/taxprep/) [Compare All Alternatives](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/alternatives/) ## See what companies are saying about Software Advice