--- title: "MyTAXPrepOffice Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of MyTAXPrepOffice. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if MyTAXPrepOffice is a good fit for you!" source_url: "https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/" page_type: "reviews" language: "en" --- [Home](https://www.softwareadvice.com/) / [Tax Preparation Software](https://www.softwareadvice.com/tax-preparation/) / [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/) / MyTAXPrepOffice Reviews 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](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/) Reviews [Alternatives](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/alternatives/) # MyTAXPrepOffice User Reviews ## Reviews summary - Overall rating: 4.6/5 - Total reviews: 242 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.6/5 - Value for money: 4.7/5 - Functionality: 4.5/5 ### Rating distribution - 5 stars: 190 reviews (79%) - 4 stars: 28 reviews (12%) - 3 stars: 6 reviews (2%) - 2 stars: 4 reviews (2%) - 1 star: 14 reviews (6%) ### Most mentioned pros - What I value most in a software provider is a comprehensive approach to assistance that combines accessible customer support via phone and chat—specifically with extended hours—and the strategic integration of AI. - New features such as AI Assistance helps save time on manual entry of data. - It's secured portal helps maintain the integrity of client personal data. ### Most mentioned cons - Currently unable to receive email notifications without logging into the tax software everyday when a client completes a task such as uploading tax documents, completing a questionnaire, or when they ask questions. - Lack of proper diagnostics or warnings (e.g., missing forms or inconsistent filing statuses) - system allowing HOH filing when the tax payer didnt have a qualified dependent or relative. - I started using the program and one of the main things which is e-signature is only offered if your client creates a username and password which I specifically told [sensitive content hidden] I had in another program and I did not like because my clients are older and they are not tech savvy. ## MyTAXPrepOffice customer reviews Showing reviews 1-25 of 242 (page 1). ### Awesome Tech Support - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: October 2026 - Review source details: This review was submitted organically. No incentive was offered I love My Tax Prep office software. I am so glad I switched to your software from Intuit's ProSeries! Your support is always the best and I already renewed my subscription early this year. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros [sensitive content hidden], did an excellent job of having my resolve my issues on a client's tax returns. She was very patient and knowledgeable. Working with [sensitive content hidden] was a joy! #### Cons There is nothing not to like. I love your software and your support staff is always a pleasure to work with. --- ### El Mejor Software que pueden tener! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 3-5 years · weekly - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered No tengo absolutamente nada de que quejarme por el contrario mi experiencia ha sido sencillamante: Excelente!! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Excelente servicio. En MyTax Preparer Office se destacan por tener un equipo súper atento, eficiente y por resolver cualquier situación prácticamente al instante. Como preparadora de taxes, llevo alrededor de cinco años trabajando con diferentes softwares y, de todos los que he utilizado, este ha sido el mejor para mí. Además, siempre están ofreciendo capacitación y apoyo, lo cual hace una gran diferencia al momento de trabajar y mantenerse actualizada. De verdad los recomiendo al mil por ciento. ¡Excelente equipo y excelente software! #### Cons La atencion al cliente, la seguridad que me dan, precios accesibles y lo actualizado que estan hasta con Inteligencia Artificial! --- ### Awesome Software!!! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: 3-5 years · weekly - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Absolutely fantastic experience! Their customer service is exceptional, and they consistently go above and beyond to support their customers. The addition of the app three years ago has been a wonderful improvement, making everything even more convenient and user-friendly. I’m also very impressed with the software’s security features—they have been reliable, up-to-date, and truly on point. Overall, I highly recommend them for their excellent service, innovative technology, and commitment to customer satisfaction! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Excellent value for the money! I’ve been with the company for 11 years, and they have consistently delivered quality and reliability throughout the years. It’s been great to see how the company has continued to evolve, improve, and adapt while maintaining the value that initially attracted me. Overall, my experience has been very positive, and I’m very pleased with the progress they’ve made over the years. #### Cons I honestly have no major complaints about the software. It has been reliable, easy to use, and consistently meets our needs. Over the years, the software has continued to improve and evolve while maintaining a high level of performance and security. The overall experience has been excellent, and I’m very satisfied with the product and the value it provides. --- ### MyTaxPrepOffice un programa de buena calidad que genera confianza. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: less than 1 year · monthly - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Mi experiencia fue muy positiva, además tienen un equipo de atención al cliente de muy buena calidad. Muy atentos y dedicados a la labor que realizan. Además que el software es muy fácil de trabajarlo. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros MyTaxPreOffice me brindo gran seguridad para mis clientes. Existe una buena relacion de la calidad del programa y los precios ofertados. #### Cons En realidad el programa me fue muy útil, no tengo quejas de el hasta el momento. Esta bien cofeccionado. --- ### Excellent Value and Reliable Tax Software for Small CPA Firms - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 1-3 years · monthly - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered I have had a very positive experience using MyTAXPrepOffice. It has helped my firm prepare tax returns efficiently while keeping operating costs affordable. The software is dependable, easy to learn, and continuously improves each tax season. As a CPA serving individuals, businesses, nonprofits, and small services businesses, I have found it flexible enough to meet my firm's needs. I would recommend MyTAXPrepOffice to other small and growing CPA firms looking for a cost-effective, cloud-based tax preparation solution. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software is easy to use, cloud-based, and provides all the essential tax preparation features I need for individual and business tax returns. I appreciate the ability to work from anywhere, the regular tax law updates, and the responsive customer support. #### Cons While the software performs well for tax preparation, I would like to see more advanced practice management and workflow features. Better document management, client portal enhancements, integrated engagement tools, and additional reporting capabilities would make it an even stronger all-in-one solution. Some interface improvements and more customization options would also enhance the user experience --- ### Excellent Software with Outstanding Support - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered I have had a very positive experience with MyTAXPrepOffice. The software is reliable, intuitive, and constantly evolving with new features that improve efficiency. Whenever I have needed assistance, the support team has been professional and quick to resolve my questions. Overall, it has been a great solution for my tax practice. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros MyTAXPrepOffice is easy to use, offers a wide range of features, and continues to improve every year. The cloud-based platform allows me to work from anywhere, and the support team is knowledgeable, responsive, and always willing to help. AWESOMEEE JOB.. THANK YOU [sensitive content hidden] ASSOCIATE. #### Cons Like any software, there are occasional bugs or new features that take some time to mature, especially early in the tax season. However, updates are released regularly, and reported issues are addressed promptly. --- ### great experience using My Tax Prep Office - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I've had a great experience using My Tax Prep Office this year. One of the biggest improvements is the new AI-powered features, especially the ability to upload multiple documents at once, which made the entire tax preparation process much faster and more convenient. #### Cons The e-filing process was also incredibly fast compared to other tax software I've used. Everything was smooth, efficient, and easy to navigate. On top of that, the pricing is excellent. Compared to other tax preparation programs, My Tax Prep Office offers great value for the money. If you're looking for reliable, fast, and affordable tax software, it's definitely worth trying. --- ### MyTax Prep Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered So far, it's alright. I like the different features that do not exist in the other software. I understand that I need more training to be able to use all the other features. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The different features that does not exist on the other software, such as the tax portal, the different option for client to review and sign the return, the options to add the supporting documents to the tax returns, etc. #### Cons I have not seen the purpose of the sample returns. Plus, the sample returns downloaded at will instead. --- ### Love it, will never go back to ex program. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered Overall experience has been great compared to the other program we use to use. Like stated before is it easy to understand and I appreciate customer service very much. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is easy to understand the program and customer service is very helpful. The pricing is really great. #### Cons Nothing, all is great with the program. I have never had any issues and will let our friends and families know how great of a program it is. --- ### Amazing team to work with - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 3-5 years · daily - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered I have used MTPO for 2 years now and I just love them, not only the software, but the team that helps me when I don't understand how or why. It is very easy to use, and easier to understand. I love their prices and being able to add services or remote signatures (if needed) during the season. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customer Support is amazing! Training, The value for my money, the Tax Portal, for client documents and remote client signatures. All of these and more. #### Cons I can't think of anything that I don't really like. I think getting my clients to upload their documents. That is probably the worst. --- ### General review - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 3-5 years · monthly - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### Exceptional Service, Effective Training, Some User Interface Enhancements Suggested - Overall rating: 4/5 - Reviewer: ANA M. - Industry: Financial Services - Company size: Self-Employed - Product usage: less than 1 year · weekly - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Review of Income Tax Filing - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 3-5 years · daily - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered Overall - I believe it is a great value and great product #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### EXCELLENT TAX SOFTWARE - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 3-5 years · weekly - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered been with MyTaxPrepOffice when they first opened and definitely prefer it to other software I've used. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer support is excellent and today was above excellent...Athena showed me some great shortcuts and ways to get things done quickly . Value for money is good. everything actually #### Cons just 1 con...some of the new changes are not that easy for me as a senior. having a senior moment here to not able to describe changes that are more difficult than they were in the beginning. If they come to me i'll be happy to explain --- ### Not worth the Advil! - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 2/5 - Value for money: 4/5 - Customer support: 1/5 - Functionality: 3/5 #### 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! --- ### patience is an amazing asset - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Construction - Company size: Self-Employed - Product usage: less than 1 year · weekly - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Security Breach (credit card) - MyTaxPrepOffice did not take report seriously at all. - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### 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 --- ### New Small Tax Preparer - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: less than 1 year · weekly - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Affordable tax program - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Real Estate - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered The experience has been good. I like the price of the program and the feature that allows clients to upload all their documents. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The tech assistance is so helpful. A huge thank you to [sensitive content hidden] for troubleshooting my issue and solving it. #### Cons The refund amount that each taxpayer receives. I feel like other tax programs calculate the refund differently and provide more money to the taxpayer. --- ### customer service - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered great, except the long hold time, reminds me of the IRS #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The rep [sensitive content hidden] was very knowledgeable and kind #### Cons nothing at the moment, except the year over year view would be a great added feature for returning clients --- ### Great software for cloud based solutions! - Overall rating: 4/5 - Reviewer: Ashley R. - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, very good! I am hoping it continues to be good moving forward #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros The ease of tax preparation is amazing and I love that it is cloud based #### Cons It takes a while to get someone to help with the implementation and the customer support also takes a while to get a hold of someone. The previous software I used was much easier to get a hold of someone. --- ### So far, so good! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered I haven't prepared any returns yet, so my experience is very limited. I like the interface. My trainer exceeded my expectations. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like the interview mode. I was impressed with my trainer [sensitive content hidden] today; he was great. #### Cons I haven't learned how to scan in client W2s, 1099s, etc. yet. --- ### Finally, someone gets it! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered Finally, someone gets it! This is how I want to be support as a tax professional. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This is the software I would create if I were going to create a comprehensive tax SYSTEM for myself. Everything's included. No nickel-and-diming for this feature or that. They provide me the level of service I provide my clients. #### Cons I don't know that there's anything I don't like. I'm sure I'll find something. :) And honestly, both the software and the support are excellent. --- ### A Very Happy New Client - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ilike how easy it is to navigate, the price is great and so far everyone I have interacted with has been amazing! #### Cons Learning how everything works and doing all the initial setup. --- ### Very User Friendly - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: less than 1 year · monthly - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered It was very clear and understandable of what and were I should go to get help topics #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It seems to be very users friendly. I have more features with this package than previous ones #### Cons I am not sure because I haven’t get the chance to navigate the product by myself. ---