# MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is MyTAXPrepOffice the right Tax Preparation solution for you? Explore 237 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179883/my-TAXprep-office/reviews --- MyTAXPrepOffice 4.5 (237) [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 April 29th, 2026 # Reviews of MyTAXPrepOffice Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews 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 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. “I especially appreciated the real-time calculations and instant form view, which helped me stay accurate and confident while preparing returns.“ April 6, 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 LC Laura C AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “The platform has evolved considerably to better accommodate corporate entities and more complex business filings.“ January 9, 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 ## Showing most helpful reviews Showing 1-25 of 237 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 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 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 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 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 JC Jo-Ann C. Owner Accounting Used the software for: 2+ years ### "EXCELLENT TAX SOFTWARE" May 5, 2026 5.0 been with MyTaxPrepOffice when they first opened and definitely prefer it to other software I've used. Pros The customer support is excellent and today was above excellent...Athena showed me some great shortcuts and ways to get things done quickly . Value for money is good. everything actually Cons just 1 con...some of the new changes are not that easy for me as a senior. having a senior moment here to not able to describe changes that are more difficult than they were in the beginning. If they come to me i'll be happy to explain Switched from [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) not happy with the software and was willing to try a new one. Review Source GF Gary F. CPA Accounting Used the software for: 6-12 months ### "Not worth the Advil!" September 29, 2025 1.0 After 6 months I had to give up on their software. They were speedy with updates when they were important to them, but they refused to update their estimated tax penalty calculation, which was incorrect and calculating about DOUBLE what it should be. When I called their software crap, they banned me from tech support, which made their software unusable for me (remember, you have to constantly contact tech support for workarounds because their software is so buggy). Very unprofessional and wouldn't even refund my money! Pros It was cheap and online, which allowed my staff to work from home. But my staff ended up not using their software because it was too buggy, so I had to do the tax software data entry! Cons It was buggy and constantly required tech support for workarounds. They would make quick fixes when they were important to MTPO, but if they didn't feel an update was important, they would file the suggestion in the round filing cabinet! Switched from [ATX](https://www.capterra.com/p/233241/ATX/) ATX keeps increasing the cost of their software, but doesn't increase the usefulness. It's slow to open returns (but before 2011 it was super fast and easy to use). Wolter's Kluwer destroyed ATX! Review Source SL Sherlyn L. owner Accounting Used the software for: 1-2 years ### "customer service" February 6, 2025 5.0 great, except the long hold time, reminds me of the IRS Pros The rep \[sensitive content hidden\] was very knowledgeable and kind Cons nothing at the moment, except the year over year view would be a great added feature for returning clients Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) value for the money spent love the client portal, this was the biggest plus for me Review Source AR Ashley R. Accountant Accounting Used the software for: Less than 6 months ### "Great software for cloud based solutions! " February 6, 2025 4.0 Overall, very good! I am hoping it continues to be good moving forward Pros The ease of tax preparation is amazing and I love that it is cloud based Cons It takes a while to get someone to help with the implementation and the customer support also takes a while to get a hold of someone. The previous software I used was much easier to get a hold of someone. Alternatives considered [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) Reason for choosing MyTAXPrepOffice I was able to get a hold of the sales department faster Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I wanted a cloud based tax software to eliminate the need of a server 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 VO Vincent O. Tax Firm Owner Accounting Used the software for: Less than 6 months ### "Great Support" January 30, 2025 5.0 All my interactions with support have been excellent. Today I was helped by \[sensitive content hidden\] who did not give up until he found a solution! Extremely professional and patient! Thank you \[sensitive content hidden\] ! (shout also to \[sensitive content hidden\] who helped me previously) Pros The support is amazing. All my interactions with the support group have been amazing. Cons I have not found any faults as of yet, so I would say none. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Would not allow me to grow my business and expensive. Review Source AF Aryan F. Owner Accounting Used the software for: Less than 6 months ### "Amazing teamwork and service by the whole team" January 8, 2025 5.0 I have had an amazing experience from the sales demo to onboarding to continued support. I am hoping using the software will as pleasant as the experience I have had so far with the support team. Pros The attentiveness and willingness to help and provide excellent support by the training and support team. Cons I have not come across anything or any choice on the software that has made me dissatisfied. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I liked the presentation of the software. I enjoy how easy it is to use and find forms and other information. 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 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 GB Genevieve B. President Accounting Used the software for: Less than 6 months ### "Very User Friendly " December 28, 2024 5.0 It was very clear and understandable of what and were I should go to get help topics Pros It seems to be very users friendly. I have more features with this package than previous ones Cons I am not sure because I haven’t get the chance to navigate the product by myself. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) The pricing of the package was more reasonable. Review Source JAM JEFFRAY ANN M. CEO Accounting Used the software for: 2+ years ### "CARR & JAMs Tax Services" February 9, 2024 5.0 For the past 8 years I have been very satisfied with this software and I intend to continue to purchase it in the future. Pros The technical support is phonomenal and the expertise of the support staff is exceptional. Cons I discovered through tech support that I had some malware on my computer, but with the help of the tech support staff it was identified and removed Reason for choosing MyTAXPrepOffice I took a chance on it based on the saleman promise that is was a good purchase and the software was reliable. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) The cost was increasingly rising above my means to continue purchasing 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 TL Tina L. ERO Accounting Used the software for: Less than 6 months ### "GET IT, YOU WONT REGRET IT" March 13, 2026 5.0 Amazing, AND EASY TO NAVAGATE, I love how I don't have to train my employees because they train them for me Pros \[sensitive content hidden\] was nothing short of amazing. She answered all our questions and even seen things we didn't see and explained them. With customer service like this we wont ever go anywhere else. The system is easy to understand and has so many pros. Love it! Cons Navigation is easy, it wont allow you to fail, you will have a personal assistant and classes to take if you choose. 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 EG Erimar G. EGCREDITSOLUTIONS Financial Services Used the software for: 6-12 months ### "Amazing Program" January 25, 2025 5.0 costumer services are incredibly- amazing Pros Sure! Here's the updated review: --- What I love the most about this program is how comfortable and user-friendly it is. It's always up-to-date, explains itself intuitively, and provides easy access from any device. I’m incredibly happy with my decision to purchase this software—it’s been such a great choice! Cons i do not have any negative thoughts about this program. Review Source CO Carlos O. owner Financial Services Used the software for: Less than 6 months ### "Outstanding Service for \[sensitive content hidden\]" February 2, 2025 5.0 10 out of 10 for Albert, very attentive and helpful at all times in the support provided Pros The platform is very user-friendly and has everything necessary to provide optimal service to customers. Cons n/a Review Source IB Ibrahim B. Managing Director Accounting Used the software for: I used a free trial ### "New user onboarding" August 19, 2024 5.0 No experience as of yet. I am just starting to use the software. Pros It is easy to use and comprehensive. It is also nicely set up so you can progress easily from one step to the other. Cons It is not possible to import a W2 or K1 into the software to save time in data input. 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