---
title: "MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is MyTAXPrepOffice the right Tax Preparation solution for you? Explore 240 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"
---

MyTAXPrepOffice

4.5 (240)

[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 September 1st, 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

DN

Dahir N

CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months.

“I especially appreciated the real-time calculations and instant form view, which helped me stay accurate and confident while preparing returns.“

April 6, 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

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

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 240 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

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

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

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

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

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!

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

JL

Jessica L.  
Partner  
Accounting  
Used the software for: 2+ years

### "Love it, will never go back to ex program."

May 27, 2026

5.0

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.

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.

Switched from

[TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/)

Customer service not the best and they didnt have as much features.

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

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

BT

Bill T.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "So far, so good!"

January 15, 2025

4.0

I haven't prepared any returns yet, so my experience is very limited. I like the interface. My trainer exceeded my expectations.

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.

Switched from

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

The price was the most critical reason I am considering switching.

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

BA

Brafi A.  
OWNER  
Accounting  
Used the software for: Less than 6 months

### "GREAT COMPANY"

December 10, 2024

5.0

MY TAX PREP IS OVERALL A GREAT TAX SOFTWARE.

Pros

FRIENDLY PROFESSIONAL APPROACH, GOOD CUSTOMER SERVICE.

Cons

ADAPTATION TO NEW SOFTWARE AND i CANNOT PAPER FILE SOME OF THE STATES

Alternatives considered

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

Reason for choosing MyTAXPrepOffice

THE COST BASICALLY, AND THE PROFESSIONAL CUSTOMER SERVICE

Switched from

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)

COST OF PROSERIES WAS TOO MUCH FOR ME TO AFFORD

Review Source

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

AT

Angi T.  
Owner  
Financial Services  
Used the software for: Less than 6 months

### "A Very Happy New Client"

December 6, 2024

5.0

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.

Switched from

[FreeTaxUSA](https://www.capterra.com/p/233633/FreeTaxUSA/)

Price and convenience. Having all my tools in one place will make my life easier.

Review Source

LC

Laura C.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Reliable Software with Great Recent Improvements"

January 9, 2026

5.0

I've had a very good experience with MyTAXPrepOffice. The platform is effective. I have noticed that they have significantly improved the business-related features over the last few years. The platform has evolved considerably to better accommodate corporate entities and more complex business filings. This continuous development shows a strong commitment to meeting the expanding needs of tax professionals.

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.

Cons

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.

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

RM

Rob M.  
OWNER  
Accounting  
Used the software for: 1-2 years

### "\[sensitive content hidden\] WITH SUPPORT SAVED THE DAY!!"

April 15, 2026

5.0

Quick, easy and makes remote work simple for clients! Most of my clientele is remote and MTPO makes business smooth!

Pros

The convenience form-by-form and E-filing being a breeze! \[sensitive content hidden\] with support has helped me significantly!

Cons

A few bugs in the system and reloading application for the most part. Other than that Support has been amazing!

Review Source

HT

HUMBERTO T.  
realtor  
Real Estate  
Used the software for: 2+ years

### "great job with support"

April 4, 2025

5.0

Pros

It's great software and love how support helps resolve any problem but better yet to understand the issues and resolve the issues

Cons

I can't think of anything right now but if something comes up I will make a note\\

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

MGO

Mary Grace O.  
TAX PREPARER  
Accounting  
Used the software for: 2+ years

### "TaxPrepExperience"

January 24, 2025

5.0

this is my 3rd tax season using this software, and compared with the other software that i used, i liked this better. it's easy to navigate. and the support are very helpful

Pros

the perform review, where you can see what's wrong in the return. i really love it

Cons

sometimes the software doesn't load right, i mean i need to close it again and open the return if i know something is wrong.

Review Source

CD

CATHY D.  
PRESIDENT  
Accounting  
Used the software for: Less than 6 months

### "\[sensitive content hidden\], VERY QUALFIED REP"

January 31, 2025

5.0

IM NEW AND HAVING CAM BE THE FIRST ONE I HAD THE PLESURE TO WORK WITH MY OVERALL EXPERIENCE HAS BEEN VERY VERY GOOD SO FAR

Pros

THE PROFESSIONALISM COURTEOUSY WAS OUTSTANDING AND VERY MUCH APPRECIATED. \[sensitive content hidden\] EXPLAINED EACH ISSUE I THREW AT HER IN MY ENGLISH WHICH IS NOT LIKE MOST IN A WAY I COULD UNDERSTAND. I APPRECIATE THAT YOU HIRED HER AND SUGGEST THAT YOU HAVE HER RUN YOUR TRAINING PROGRAMS

Cons

NOT BEING ABLE TO GET HER PERSONAL PHONE NUMBER SO I COULD CONTACT HER 24 HOURS A DAY, I GUESS ILL HAVE TO LIVE WITH THAT

Switched from

[FreeTaxUSA](https://www.capterra.com/p/233633/FreeTaxUSA/)

PRICE AND ABILITY TO DO BUSINESS RETURNS

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

SS

Suny S.  
Tax Preparer  
Accounting  
Used the software for: I used a free trial

### "Great support experience "

January 13, 2025

5.0

Pros

Support is great.Very easy, great price.

Cons

I can't tell right now, it is my first time using this platform.

Review Source

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