All H&R Block Reviews

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User Profile

Linh

Verified reviewer

Accounting, 10,000+ employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed April 2021

Handling one of only two things that are certain in everyone’s life - Tax

I have been using H&R Block for 3 years to file my household's tax returns. It serves me well. My tax return is complicated with multiple schedules and worksheets. H&R Block software saved me a lot from having my return prepared by a tax professional.

PROS

H&R Block gets update regularly to keep up with regulation changes. The software has multiple modes: from beginner level where you can simply answer questions and the program provided a lot of guidance/helps or expert level where you have more freedom to pick and choose the appropriate schedules to fit your own needs.

CONS

The price of Premier level (include Schedule E, Rental and Schedule C, Business income) is expensive compared with other competitors.

Patricia

Program Development, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed April 2021

Great if you never need tech support

Pre-2021 the experience has always been top notch, but I've never needed tech support before this. I've been using this software for over 25 years, first as Tax Cut, Then as Kipplingers, then H&R Block brought it under their name. Never had a problem. Always had a relatively easy time getting my taxes done - considering this is about taxes after all. But since the IRS is still processing 2019 tax returns due to Covid, and my 2019 returns happen to be in that pending batch, I had to find a work-around in order to file. And THAT revealed the whole messy underside of this.

PROS

Ease of use. Great questionnaires and resources to go through tax prep. Audit check is excellent. Takes very little time if you have all of your documentation at the ready. Even when the return is complex for business owners.

CONS

If you have a complex situation, go to a CPA! Period. End of Story. Online tech support is not accessible unless you reveal your social security # - they shouldn't have access to that # for a login. NEVER! Phone tech support has irritating fuzzy sounding jazz at a loud volume, while their chit-chat trivia narrator's voice is set at a low volume, designed to ratchet up the cortisol because it took 10 hours to fix one field via override. I can only imagine how many people go through this tear into employees who have the misfortune of answering the call after someone's been on hold for the fourth time for an hour.

Michael

Entertainment, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed January 2020

Hr Block has gone downhill

I would not recommend HR Block it seems they are not customer oriented and only grabbing cash and disappearing.

PROS

Hr Block is easy to use and a good way to deal with your taxes for a small business. It seems to cover mostly what you need, but if there's something you need that's not included you may run into frustration.

CONS

I liked the software until it was missing a form that I needed. I called HR Block and while the customer service was nice they were unable to include the form on the online version, which meant I had to everything at another website or by hand. This wasn't a big hassle until they decided not to refund my money. I paid the competition for their website version TT and was able to complete everything in half the time.

Reason for choosing H&R Block

I did choose HR Block initially and switched to Turbo Tax Inuit which worked better and I will use from now on.

BRIAN

Financial Services, 1,001-5,000 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2021

H & R Block

I have had no problems with H&R Block and the results have been very good. It can be easy to use and simple to follow. Now that I have used both the individual and business software I am very confident that they are set up properly and I am able to use the software very quickly and accurately

PROS

I use H&R Block tax software for preparation of federal and state individual tax returns and also the Premium and Business version for federal and state trust returns. The software is easy to use in filling out amounts and prompting you with more questions. It has several data verification features to ensure your accuracy and it is easy to efile your returns.

CONS

Some features when preparing trust returns can be a bit confusing such as allocating tax exempt interest to expenses. You have to check certain schedules to ensure they are as you expect.

Reason for choosing H&R Block

H&R Block had a slightly lower cost and seemed to have the better functionalities.

Patrick

Information Technology and Services, 1 employee

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed March 2020

Intuitive tax filing

I have used H&R Block to file my own taxes, as both a full-time employee and a freelancer, for years. I highly recommend it!

PROS

H&R Block offers a very intuitive tool for filing your own taxes. It tells you exactly where to go to find the information you need on the right forms, and it offers help/tips to answer your questions or inform you of updates to the law as you work through. I also compared this tool to others to see which got me the most out of my returns, and H&R Block has won every time. The tool does a particularly nice job of explaining things that deal with freelance and/or owning a side business and working full-time for an employer.

CONS

Expect to have to pay for State filing, but that is common with most reputable tax software. It is still free to run through that part, if you deem it worth your time to use the information to file manually. Personally, I just use the tool.

Anna

Marketing and Advertising, 1 employee

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

Taxes haven't been easier until now

Overall, this is the only software I use for my taxes because my experience has been amazing each time. I would recommend this software to everyone.

PROS

I personally do my taxes myself, it saves me time and money. The software is easy to use and helps me know what important documents I need to file my taxes. It also verifies that all my information I entered is correct. I am also able to check for updates and receive emails and text messages with my status. I am always in the loop of what is happening and I like that. I was able to download my taxes because I needed it for my daughters daycare scholarship.

CONS

I do not see any issues with the software. It was easy for me to use. The only thing I could recommend is the layout of the software. It can be challenging to find what I need and to navigate to certain sections, but it is not a deal breaker.

Mona

Information Services, 1 employee

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2021

Makes an unpleasant task (tax returns) tolerable

I use this software to prepare my taxes. Have been doing so for years. There have been times where I've questioned the results, but any time I've asked a professional's opinion, the software has always been proven correct. In other words, it's accurate, as far as I have ever been able to prove. You start your return by bringing in the data from last year (assuming you used the product last year). This saves you a lot of typing, because you really only have to update the data in the current year. So anything that's the same as last year is a snap to handle this year. The return is done in "interview" fashion. The software guides you through the different sections of a return, asking questions along the way. It saves your work as you go so you can leave and come back later. All in all, it's pretty intuitive to use. But beware: no software in the world is going to tell you you've made a silly mistake. In other words, your accountant might notice a silly typo in your return, that the software couldn't possibly notice. So you have to be your own proof-reader. But if you work slowly and carefully, you should get an accurate result.

PROS

Relatively easy to use, very thorough, accurate as far as I've ever been able to tell. Updates keep you informed of last-minute changes.

CONS

There are a couple long-standing bugs - where you just have to know the work-arounds.

Patricia

Financial Services, 201-500 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed October 2023

H&R block user

Used H&R block before Turbo Tax. I liked the ease of using it

PROS

If you have a prior year return from H&R Block it populates the information. Can import w2's

CONS

You can only file 5 returns per computer. Even if you delete the software you cannot use another H&R software on the same computer.

Reasons for switching to H&R Block

The ease of using H&R block, user friendly

Anonymous

51-200 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed August 2021

Good for self employed

It has worked well for self employed and personal taxes with a variety of wizards that walk you through scenarios with questions. Overall happy with product, not happy with difficulty to contact customer services.

PROS

A variety of formats for downloading and saving files for future use. Quick and straightforward to use with updates when they are released. Really like final audit checks and ability to print forms.

CONS

The price! They are tons of different prices and offers. Also do not like how difficult it is to talk to customer service…that’s an extra cost. Also the file extension is difficult to open without software. Make sure you save a pdf!

Naima

Accounting, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Blockworks rocks

PROS

Their software is amazing. It's also very efficient and accurate.

CONS

The error messages generated by the software sometimes don't make sense. We have to call tech support to take care of certain issues.

Greg

Consumer Services, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2021

The Old Stand By for Tax Preparation

We have used H&R Block for several years and like it better than in person tax filing

PROS

Software is very easy to use, walks you step by step through all the forms and updates. Lets you know when you have an issue

CONS

The price for the tax software for self employed and business is relatively expensive, audit chances are not explained that well

Reason for choosing H&R Block

Like I said in the headline the old stand by

Robert

Financial Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2022

Fast and overall easy

My overall experience had been a solid 9/10 from easy to use software to the customer service its been a great experience!

PROS

Flows pretty well, it's basically self explanatory, it catches errors made before you submit and there is customer service 24/7

CONS

There are a couple of areas that could use a better explanation however it generally wouldn't apply to most users.

Luís Ricardo

Printing, 2-10 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Made my life much easier living outside the US

It was a life saver for me because I didn't have access to an accountant nor was I present in the United States when I used H&R Block.

PROS

As a foreigner I knew nothing about tax returns and was afraid to commit any mistakes. H&R Block was a huge help for me as a beginner because it ensures you are actually doing the right thing. The step by step process was long, but ok to follow through. I wouldn't be able to file my taxes without an online tool as I wasn't present in the United States at the time.

CONS

The process was kind of long, but everything was great to me in the end. There is so much information to fill out that it's hard to know if you're doing it correctly, but the company is great in validating your information and asking only the necessary things.

Patrick

Hospital & Health Care, 501-1,000 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2023

Worked in previous years but not 2022 return

Worked great for my tax situation for many years until 2022. Their software for 2022 created an erroneous return for my same situation which had worked fine in previous years.

PROS

I did not have to reload my data from previous years return. For 8 to 10 years running it has calculated my return just fine until 2022

CONS

The software for 2022 miscalculated my form SE on which self employed persons pay their fair share of Social Security and Medicare taxes. The software transfer the amount of my pension and was about to charge me SE tax on it. It did not allow me to override. Their error would have cost me $5,700 dollars if I did stop and re enter all my data in turbo tax.

David

Financial Services, 1 employee

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2021

Great software to get your largest refund!

H&R Block makers it easy for me to submit my return every year for the largest refund possible. The software allows their wonderful staff to give me top-notch service and have quick answers to all my tax related questions and concerns.

PROS

I felt that the software was able to easily connect me with the contact information of a real-life certified tax preparer, getting me the help I needed quickly.

CONS

The web-based UI was a little clunky and slow. Additionally, there were not many explanations for the various choices I needed to make when filling out the return on my own.

jenna

Accounting, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed August 2019

Block

PROS

I like that it verifies information before you can send out return. Ex.. Estimated Tax payments clients say they made)

CONS

All the steps at the end and asking if people want all that stuff. You would think with the price it would be included.

Reasons for switching to H&R Block

Coporate decision

Laura

Writing and Editing, 1 employee

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

My Favorite Tax Software

I hate doing taxes, but H&R Block software takes a lot of the stress out of having to do them.

PROS

This program is so easy to use. It is affordable, customer service is amazing, and it takes you through everything step by step.

CONS

There isn't anything I particularly dislike about this software. The ease of use keeps me coming back to it whenever it's time to do my taxes.

Reasons for switching to H&R Block

I decided to try a new software one year, and I really liked it and never switched back.

Sam

Animation, 1 employee

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed January 2020

What I use to do taxes

I use H&R to do my taxes. I've used it for the past two years and couldn't be happier with it.

PROS

My taxes are fairly simple, but H&R Block makes it so easy to file. It allows me to do my state and federal taxes, and it walks me through every step of the way. I've tried others, but H&R Block gives me the biggest return, and that's using the free version.

CONS

Not really a whole lot to complain about. If I really want to nit pick, H&R Block connected me to Lending Tree, which sends me a lot of spam. Though they do give me free credit checks, and I could always unsubscribe if I wanted. Again, that's just me looking for some sort of negative.

Marco

Information Technology and Services, 201-500 employees

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

5

Reviewed June 2021

So Far The Best I Have Used

H&R Block is the one software service I have used the most compared to Turbo Tax and other services. Definitely I will continue using H&R Block in the future

PROS

I have used other income tax services to file and H&R Block continues to be the best software since I have personally see it the most user-friendly service.

CONS

Sometimes I do get lost since a little new information has been asked in the past that I have not understood.

Reasons for switching to H&R Block

H&R Block is easier for me to use.

DIANE

Retail, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed June 2021

Good program for small business and personal use

I have used their software tax program for over 15 years without one problem or audit. I highly recommend this software to anyone looking to use online tax programs for both personal and business use.

PROS

The software is easy to use and extremely accurate in calculating taxes for both business and personal use.

CONS

There are no cons for this program at all. I have never had any problems using the tax program for my personal or business use.

Joseph

Retail, 2-10 employees

Used less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Perfect For My Business

PROS

Ease of use was perfect for my small business

CONS

There were no cons with this product has everything we need

Sheng

Sporting Goods, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

Easy for all isers

Excellent product year after year. Life long customer

PROS

It has a simple work flow that progresses smoothly and asks questions to make sure you have filled out everything correctly

CONS

The business versions are pricey but it beats having to pay for an accountant. The personal version can be free if you don't need to do more than standard deduction. We use it for schedule C

David

Education Management, 1,001-5,000 employees

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed April 2021

My taxes done easy

I have used this for years and appreciate how easy it is to get my taxes done every year. I will likely continue using this if they keep making it easy to file everything.

PROS

Like most tax software, it imports everything needed from last year so I don't have to type it in again.

CONS

I'm sometimes unsure if a deduction/credit is for me, but this is likely a fault with overly complex tax laws though

Melisa

Food & Beverages, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2022

User Friendly and Fair Price

H&R Block keeps me organized and accurate in my taxes and helps ease the experience from year to year.

PROS

I really like H&R Block! It prompts with questions throughout the process to make sure I have the correct software and am filling my taxes accurately. Whenever something is confusing there are prompts either explaining the individual item or suggesting when a situation might be compatible. It makes it easy to do things accurately and to stay organized!

CONS

Each year's software eventually becomes out-of-date and so it can become difficult to open files from several years back. Highly suggest backing up files in another format or hard copies.

Timothy

Printing, 2-10 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2019

Great Product for Small Biz

We used HR Block last two years ago before switching. It got the job done quickly and relatively painlessly but for our business we decided to go with TurboTax since it integrates with Quickbooks easily. I would still recommend HR Block because their customer service team is easy to deal with.

PROS

I liked how easy filing our taxes were and I felt confident when I was done that all the information was correct and accurate.

CONS

I didn't like that I couldn't easily import information from Quickbooks (our primary accounting software) so we had to enter expenses, etc manually.

Showing 1 - 25 of 60 Reviews