--- title: "MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is MyTAXPrepOffice the right Tax Preparation solution for you? Explore 241 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/179883/my-TAXprep-office/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-10" --- MyTAXPrepOffice 4.6 (241) [View alternatives](https://www.capterra.com/p/179883/my-TAXprep-office/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 10th, 2026 # Reviews of MyTAXPrepOffice Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews JL Juan Manuel L OwnerAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ July 6, 2026 Erica P Tax AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “MyTaxPortal does not let you share files with the customer which means that I have to provide that information outside of the program.“ May 28, 2026 DN Dahir N CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “The software is very intuitive, which makes navigating through returns, client files, and workflows extremely efficient—even during busy tax season.“ April 6, 2026 PM PLINIO M Tax PreparerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Combined with EIC and Child Tax Credit miscalculations, this creates serious compliance concerns and potential liability. While the software is easy to use, the lack of reliability and quality control this season outweighs its usability.“ April 27, 2026 PM PLINIO M Tax PreparerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “It offers a straightforward interface for preparing returns, and basic workflows are simple to follow.“ April 27, 2026 PM PLINIO M Tax PreparerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “The SCH-HCC issue alone impacted a large number of filed returns without any clear warning from the system.“ April 27, 2026 SS Stephanie S OwnerAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ May 19, 2025 LC Laura C AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “In the middle of tax season, it is taking up to 3 days to get an email response regarding technical issues that chat or phone specialists are unable to resolve.“ January 9, 2026 ## Showing most helpful reviews Showing 1-25 of 241 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Erica P. Tax Accountant Accounting Used the software for: 2+ years ### "Great product for a great price." May 28, 2026 5.0 It is a great software for small to medium size offices and they update the software regularly. They have added AI for data entry which reduces time in a return. And they have a price guarantee if you renew at end of season. Pros I love the web-based nature of the software because there is no need to download the software to use it. Cons MyTaxPortal does not let you share files with the customer which means that I have to provide that information outside of the program. Gives me security concerns. Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) Looking for a product that was compatible with my Mac! Review Source SD Shirley D. Owner Accounting Used the software for: 2+ years ### "Amazing team to work with" May 28, 2026 5.0 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. 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. Switched from [OLT OnLine Taxes](https://www.capterra.com/p/233261/OLT-OnLine-Taxes/) After 2 years I was still struggling with navigating the basics in a tax return. Review Source OL Osmany L. CEO Accounting Used the software for: 2+ years ### "Awesome Software!!!" August 26, 2026 5.0 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! 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. Review Source PM PLINIO M. Tax Preparer Accounting Used the software for: 6-12 months ### "Serious Accuracy Issues and Missing Forms During Tax Season" April 27, 2026 2.0 My overall experience this tax season was frustrating due to repeated system errors and calculation issues. As a professional preparing a high volume of returns, accuracy and reliability are critical. Unfortunately, the software failed in several key areas, particularly with NJ state returns and credit calculations. The SCH-HCC issue alone impacted a large number of filed returns without any clear warning from the system. Combined with EIC and Child Tax Credit miscalculations, this creates serious compliance concerns and potential liability. While the software is easy to use, the lack of reliability and quality control this season outweighs its usability. Significant improvements are needed in calculation accuracy, form validation, and system testing before updates are released. Pros The platform is user-friendly and relatively easy to navigate. It offers a straightforward interface for preparing returns, and basic workflows are simple to follow. Integration with bank products like EPS is convenient when it works properly. Cons There were multiple critical calculation and form issues during the tax season that impacted accuracy and compliance: 1.Repeated miscalculations on NJ returns, including Earned Income Credit (EIC) and Child Tax Credit 2.NJ SCH-HCC form was not properly generated or required, resulting in approximately over 100 returns being filed without it. 3. Federal SCH 1-A was not included in several returns early in the season resulting in amended tax returns and client refund delays - until now some clients still have not received their refund since early janurary. 4. ncorrect exemption calculations on NJ-1040 after system updates. The system was marking qualified children under 17 as dependent attending to college. 5. Rental loss calculation issues on Massachusetts returns 6. 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. 7. Delayed or insufficient response to known system issues Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice MyTAXPrepOffice offered a more affordable pricing structure compared to alternatives like Drake Tax, along with a user-friendly interface and cloud-based accessibility. The platform appeared to provide a good balance between cost and functionality, making it an attractive option for handling a high volume of returns. Switched from [Taxprep](https://www.capterra.com/p/185193/Taxprep/) I switched from TaxWise to MyTAXPrepOffice looking for a more modern, cloud-based solution with easier access, better workflow efficiency, and integrated bank product features. I also wanted a system that would simplify client management and improve overall turnaround time during tax season. Review Source MM Mesfin M. Owner Accounting Used the software for: 1-2 years ### "Excellent Value and Reliable Tax Software for Small CPA Firms" July 24, 2026 5.0 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. 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 Alternatives considered [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/) Reason for choosing MyTAXPrepOffice Cost of moving to cloud is more expensive. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Looking cloud base software with reasonable price. Review Source DN Dahir N. CEO Accounting Used the software for: Less than 6 months ### "Outstanding Experience with Sales & Training Teams" April 6, 2026 5.0 I had an exceptional experience working with both the Sales Team and the Training Team at MyTAXPrepOffice. From the very beginning, the sales process was smooth, transparent, and highly professional. The sales representatives were knowledgeable, patient, and genuinely focused on understanding my business needs rather than just making a sale. They clearly explained the features, pricing, and benefits of the software, making it easy for me to make an informed decision. What truly stood out was the seamless transition from sales to onboarding and training. The Training Team exceeded my expectations in every way. They were extremely well-prepared, detail-oriented, and committed to ensuring that I fully understood the system. The training sessions were clear, structured, and tailored to real-world use, which made learning the software both efficient and practical. Their ability to break down complex processes into simple, actionable steps gave me a lot of confidence as a new user. They were also very responsive to questions and took the time to ensure nothing was left unclear. It’s evident that they care about their clients’ long-term success, not just initial setup. Overall, I highly recommend MyTAXPrepOffice—not just for the software itself, but for the incredible support provided by both the Sales and Training teams. Their professionalism, expertise, and dedication truly set them apart. Pros What I liked most about MyTAXPrepOffice is how it brings everything together into one seamless, easy-to-use platform. The software is very intuitive, which makes navigating through returns, client files, and workflows extremely efficient—even during busy tax season. I especially appreciated the real-time calculations and instant form view, which helped me stay accurate and confident while preparing returns. The client portal is another standout feature—it makes communication, document sharing, and signatures simple and professional. On top of that, the support experience truly elevates the software. The sales team was knowledgeable and transparent, and the training team made onboarding smooth and stress-free. They took the time to ensure I fully understood the system, which made a big difference. Cons What I liked least about MyTAXPrepOffice is that, while the system is very powerful, there can be a slight learning curve at the beginning—especially when navigating some of the more advanced features or settings. It may take a little time to fully understand where everything is and how to maximize all the tools available. Additionally, certain workflows and customization options could be more streamlined. At times, a few processes require extra clicks or steps that could be simplified to improve efficiency, especially during peak tax season. That said, these are relatively minor concerns. With the help of their excellent training and support teams, it becomes much easier to get comfortable with the system, and the overall benefits far outweigh these small drawbacks. Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) Cloud storage is an an important, affordability is also the key Review Source AA AHMED A. TAX ACCOUNTANT Accounting Used the software for: 2+ years ### "GREAT SERVIVE FROM ATHENA" March 12, 2026 5.0 Pros \[sensitive content hidden\] WAS WONDERFUL. SHE IS VERY KNOWLEDEGABLE, INFORMATIVE, WILLING TO HELP WITH A SMILE. THANK HER FOR THAT. Cons IT'S NOT AS EASY AS IT SHOULD. YOU ARE NOT AVAILABLE ON THE WEEKEND. IT'S HARD TO BELEIVE THAT THERE IS NO HELP ON THE WEEKEND OF AFTER FIVE O'CLOCK. THOSE TIMES ON THE WEEKENDS AND AFTER 5, ARE THE MOST NEEDED HELP BY ALL THE TAX ACCOUNTANTS Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) BECAUSE OF THE PRICING - THANK YOU SO VERY MUCH Review Source Response from Advanced Tax Solutions March 13, 2026 Thank you so much for the 10/10 review and for the kind words about our team member! We're thrilled to hear she was knowledgeable, informative, and happy to help. We'll be sure to pass your feedback along to her. It will absolutely make her day! We also wanted to clarify that our support team does offer extended hours during tax season to help tax professionals when they need it most. Our current support hours are Monday through Friday from 9:00 AM to 9:00 PM EST and Saturday from 10:00 AM to 5:00 PM EST, so assistance is available during evenings and weekends as well. Our goal is always to provide friendly, reliable support whenever our customers need us. Thank you again for the thoughtful review and for being part of the MyTAXPrepOffice community! DM Dania M. Tax prep Accounting Used the software for: Less than 6 months ### "Super disappointing " February 18, 2026 2.0 I was given a plan where I pay $198 a year and $5 per e-file, the \[sensitive content hidden\] was very interested in my business in the beginning and called me multiple times and answered my phone calls. I advised him of my specific needs in the program and he confirmed all of my needs were within the program. 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. I also ended up seeing various fees that later after doing my research come to find out it was also the company charging me for program fees which he did not advise me of and are way over the $5 per e-file that he told me. So far it's been $40 per e-file. He has not had the decency to call me or email me back even though I have emailed him over five times. The customer support level is non-existent, the program is mediocre it does its job but I had to pay a membership with DocuSign so that my clients can sign their documents. The interview format within the program is also mediocre, I would say this program is more for advanced Tax Preps who knows their forms and what form they need for each client, some forms like the office credit under Schedule C does not work and you have to manually input the credit, so there are some bugs as well. I don't see how this company will be able to keep recurring customers with their lack of care and their lack of customer support, I for one will not be a returning customer next year. Pros I like that it's cloud-based and online and I can access it from my phone. I'm able to access it from any computer, so if I need to work from my work computer or from my tablet I can do so. Cons Customer support and the lies about the price. They are very interested to get you to sign up with them but then they totally disregard you. Switched from [Taxprep](https://www.capterra.com/p/185193/Taxprep/)[H&R Block](https://www.capterra.com/p/123072/H-R-Block-At-Home-Premium-Business/) I made the switch because I needed a program that didn't require that my clients create a username and password but I ended up with this software where they promised me I wouldn't need that and in fact I do need that if I want to use the esign system Review Source Response from Advanced Tax Solutions February 26, 2026 Thank you for taking the time to share your feedback. We’re sorry to hear that your experience has not met your expectations. You are currently accessing MyTAXPrepOffice through a third‑party reseller. Each reseller offers its own plan structures, pricing, and support processes, and they are responsible for managing and supporting the accounts they sell. Since your software was purchased through one of our partners, we have reached out to them to ensure you receive the appropriate assistance. We encourage all tax professionals to review the terms of their specific agreement and contact the reseller directly with any questions regarding billing, service expectations, or account details. They will be able to provide clarification tailored to your purchase. At MyTAXPrepOffice, we remain committed to transparency, continuous product improvement, and delivering a reliable platform for tax professionals. DB Dominique B. Strategic Partner Accounting Used the software for: 2+ years ### "The Best Cloud-based Tax Software" May 18, 2026 5.0 The service has been extraordinary. The staff is friendly, professional, caring, helpful and open to suggestions to improve user experience. Pros User-friendly and cloud-based. I can transfer over prior year's activity without manually adding the data into the tax software. 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. Client can e-sign their tax returns without being in the office. I can collect payment from clients without issues. It's cost effective for smaller tax firms. 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. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) There are not any cloud-based options to access anywhere. Review Source DL DAVIDSON L. Operating Director Accounting Used the software for: 2+ years ### "MyTax Prep Review" July 2, 2026 5.0 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. 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. Switched from [TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/) Because of the cloud option that allows me to work anywhere in the USA Review Source LA Lanette A. Accountant Enrolled Agent Accounting Used the software for: 2+ years ### "Excellent Customer service and support" March 7, 2025 5.0 Pros The program is very easy to navigate, and the support is amazing. Cons I have not found any cons, after 4 years of use. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice I chose the software for price and ease of use, and support. Review Source GP Gloria P. Enrolled Agent Financial Services Used the software for: Less than 6 months ### "Impressed!" May 8, 2025 5.0 Overall, I had a very good experience with my introduction to My Tax Prep Office. Pros I like the way certain features, like Portals, are embedded into the software rather than having to be added on. Cons I can't say that there was anything I didn't like...yet anyway. I didn't get to know the intricate details of how everything works in my initial training session. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I Like My Tax Prep Office setup better. Takes less time. Review Source VR Verified Reviewer Owner Accounting Used the software for: 2+ years ### "This can't be beat! Cost, efficiency, customer service, and accuracy are bar none!" December 20, 2024 4.0 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 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. Alternatives considered [UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) Reason 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. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) 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. Review Source NG Nayeli G. Owner Accounting Used the software for: Less than 6 months ### "Excited to use it. " January 15, 2025 5.0 Overall it was great to see what all it shows and works and also the time they took to teach me how to use it, and make sure I understood it and the trust that I am able to call and get help. Pros the portal option as well as the simplicity of using it. Cons Wish it would have at the end of the return and option to show the customer like a snapshot that we can show the customer what the taxable income was, what the tax amount was for that and at the end reflecting their refund amount or even what they owe. Tax act did offer that at the end to show an illustrated view with charts and graphs Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) Cost and more helpful to make sure I knew what was needed Review Source TA Theotis A. Tax Preparer Accounting Used the software for: Less than 6 months ### "Outstanding one on one training on December 20, 2024 at 4 PM" December 20, 2024 5.0 A wonderful experience. Ease of use with the software. Thorough training during the one on one training. Pros The ease of use of the software. The one on one training was awesome. The support of this software is outstanding. I had on December 20, 2024 at 4 PM. Cons Nothing at this time. A pleasant surprise and experience. Outstanding company support. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) Reason for choosing MyTAXPrepOffice The reasonable price, ease of use, product support Review Source VR Verified Reviewer Accountant Accounting Used the software for: Less than 6 months ### "Mission Accomplished" January 19, 2025 5.0 I hope every experience with support is that wonderful. Kudos! Pros Very professional. Took the time to answer all my questions. I am new to my tax prep office and I was impressed. Cons I wish they were longer hours for support Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Cost of product. I was happy with my software but Mytaxprepoffice was significantly cheaper. Review Source RB Rachel B. President Accounting Used the software for: Less than 6 months ### "Mixed review" October 24, 2024 3.0 My overall experience is mixed. It's absolutely the best product I've ever used. Sadly, it's still got a lot of bugs. Pros I do like the forms mode. Too many products on the market are interview-based, and even their "forms mode" is not really forms-based. Am I so old that I'm the only one who remembers filling out forms by hand? I like how it does depreciation. Definitely better than any alternatives I've seen so far. Cons So many things. Miscalculations are far more common than a professional company should allow. They do usually fix them quickly, but why are these happening in the first place? Also, we were promised customizable software, but the "customization" is really minimal: Printing forms? You can only choose which forms print, not what order. Invoices? Minimal. We can't itemize all forms used, which I like to do. I'm having to use my own invoice instead of the software's. Cover letters? Terrible. The date defaults to an unprofessional format. Everything is double-spaced. Even the given templates are bad. The only customization I see is that you can put my logo in the corner. Woo-wee. Any pimple-faced kid can do that. That ain't special. The "portal" is terrible. It is not only user-unfriendly, it is downright user-hostile. I thought it would be an awesome way to exchange information with my clients, but it turns out to be impossible to use. Even one of my clients who is a professional IT person couldn't figure out the interface. I'm sorry, but if your interface is so complex an IT tech can't figure it out, then you shouldn't even have it. Alternatives considered [Peach Software](https://www.capterra.com/p/228202/Peach-Software/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Reason for choosing MyTAXPrepOffice It was the best of the ones I looked at. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Intuit is horrific. Their front-tier customer support is good, but once you have a problem past that, you're screwed. They actually lost 85% of my data and don't care. In the process of suing them, since I paid for cloud backup, and that didn't actually backup. WTF? How can you sell a product and charge every month for "backup" if it isn't even backing up your data? Review Source Response from Advanced Tax Solutions November 7, 2024 Thank you so much for sharing your feedback. We’re thrilled to hear that you’re enjoying the Forms Mode and find our depreciation feature more effective than other alternatives. Knowing our software is the best you’ve used is wonderful, and we’re glad we could address any scenarios you raised quickly. Our brand promise is continuous improvement, and each year we’re focused on delivering an even better experience for our users. Regarding customization, our software allows you to create price lists, invoices, client letters, and print packets to fit your practice’s needs and save them as templates for easy access. You have the ability to charge by form, by time or you can charge a flat fee. We often hear rave reviews about the user-friendly features of our client portal. A Customer Success Specialist would be happy to help with any questions you may have about the functionality. We look forward to supporting you through a successful 2024 tax season. TM Theresa M. President Accounting Used the software for: 2+ years ### "Enjoy Flexibility" October 11, 2024 5.0 Overall I enjoy it - have moved most corps from it, but excellent for individual returns/small business returns. Pros Navigating and the look of it And After-the-fact payroll~ I love being able to use it wherever I am. I can sit with a client and pop up their return on my phone, if needed. Cons State returns are a bit iffy - I get that it's a bit tougher, but I keep struggling with MA returns. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice I can't remember the name of the others we checked out - Ultimately, we picked MyTaxPrep because of the feel of the dashboard and design. Much more intuitive and updated. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Primarily cost - Proseries became too expensive. Review Source AR Adreann R. Owner Accounting Used the software for: Less than 6 months ### "Why MyTAXPrepOffice is taking over the market" December 8, 2022 5.0 The support and guidance I have received from the initial sale to the training and set-up has been outstanding. This coming tax season will be the smoothest yet thanks to MyTAXPrepOffice and their team. Pros The ease of use not just internally but also client facing is a game changer in the amount of time it saves everyone and the efficiency it creates. They provide 24 hour live chat support during tax season, which we all could benefit from... we know what tax season hours look like. The cost of the software is reasonable and if you consider the time it's efficiency will save you, a true bargain! Cons The only thing I can say at this time would be the ability for clients to have one log-in to be able to view multiple entities. This isn't a feature at this time however rumor has it that it is in the works for the future. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice Price, ease of use, and efficiencies created. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Cost and efficiencies of software Review Source RB Rita B. Insurance Broker, Tax Professional Insurance Used the software for: 2+ years ### " \[sensitive content hidden\] my Godsend for the day!" April 27, 2026 5.0 My overall experience has been wonderful. I think \[sensitive content hidden\] was fantastic. She knew the computer and was a whizz at what she did to help me. Pros \[sensitive content hidden\], our representative, was wonderful. She helped me with both amended returns. She stayed on the line with me the whole time. She was very polite, personable, and professional. She was wonderful. She is an excellent representative. I would like to send her a gift. She went the more than extra mile for me today. God bless her. Cons I can't think of anything at this time. Review Source JA JANICE A. OWNER Accounting Used the software for: 1-2 years ### "Review FANTASIC SOFTWARE" August 25, 2025 5.0 My overall experience with tax prep office has been fantastic every time I have an issue they're very personal I get the same people they remember me they help me through it we login together they even put up with the fact I have a Mac Pros \[sensitive content hidden\] was great help today she explained everything in detail keeping it professional and to the point tell me about the upgrades that are coming listen to my suggestions told me that I could leave suggestions for the team and that they're very reasonable about listening I've used the program now for two years I I would highly recommend it it is very affordable Cons I don't care much for after program payroll I wish that they had a payroll monthly in there like QuickBooks but we can't have it all Review Source DD Dale D. Owner Accounting Used the software for: Less than 6 months ### "\[sensitive content hidden\] is great!!" January 7, 2026 5.0 \[sensitive content hidden\] is an awesome trainer and presenter!!! She is very knowledgeable. She did not rush through the material. I asked questions. She stopped, listened, and answered my questions!! Pros Lots having two different years open simultaneously communicating with clients through the portal pure pay I could go on Cons I think it would be great if the calendar would sync with my outlook calendar. This would make it easier to manage my schedule. Review Source LN Lynn N. manager Accounting Used the software for: 1-2 years ### "941 Payroll" January 31, 2025 5.0 Great services. MyTaxPrepOffice gain a great team member, \[sensitive content hidden\] who was so knowledgeable. I would like to rate her as 5 star. She answered my concern within a few minutes. Very patience. Pros MyTaxPrepOffice is great! Their payroll system and Income Tax program not the best, however, 70% of the tax forms were user friendly than my prior software provider. Cons It would be great if the tax forms had more color coding, example like the red code is remand to fill in the blank while the blue code does not require. Blue code is an optional, however, some of the blue code should be red code to show it is required to avoid IRS rejection Switched from [Namely](https://www.capterra.com/p/143606/Namely/) Prefer payroll and income tax all in one. Review Source FD Fernando D. Owner Individual & Family Services Used the software for: Less than 6 months ### "overall system" March 11, 2025 5.0 Pros I like the Details and explanation the software provide. Cons I love that the software is really easy to use Review Source CR Claudia R. Registered Tax Prepared Financial Services Used the software for: Less than 6 months ### "Excited to start!!" January 15, 2025 4.0 My experience with the person who introduced me to the program (\[sensitive content hidden\]) made me decide to change and leave the one I already had. She was excellent in showing its advantages. I was also guided by \[sensitive content hidden\] step by step through the initial training in a gentle way. Thank you \[sensitive content hidden\] and \[sensitive content hidden\]!! Pros The program is complete and very friendly to work. The support team is excellent, they are competent, respectful and kind. Cons Honestly.. I don't have any bad comment or thing that I don't like. Review Source Similar Products Featured