# Page 2 | MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is MyTAXPrepOffice the right Tax Preparation solution for you? Explore 230 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 (230) [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 # Page 2 - Reviews of MyTAXPrepOffice ## Showing most helpful reviews Showing 26-50 of 230 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AM ANA M. CEO Financial Services Used the software for: Less than 6 months ### "Exceptional Service, Effective Training, Some User Interface Enhancements Suggested" July 21, 2025 4.0 Overall, my experience has been very positive. The training, support, and available resources have made a significant difference in my ability to work efficiently and confidently. I look forward to seeing continued improvements and enhancements to the platform. Thank you for your commitment to supporting tax professionals like me. Pros Initial Training... Is a plus! The initial training provided was excellent and fully equipped me to navigate tax season with confidence. I greatly appreciate the customer support team for their patience and dedication in assisting with any questions I had about the platform. I would like to highlight the exceptional service provided by \[sensitive content hidden\] from the customer support team. Her assistance was clear, calm, and highly knowledgeable. She even offered helpful tips on navigating the software after I mentioned that I was new to the system. The YouTube tutorials are incredibly helpful! They provide clear, step-by-step guidance that makes it easy to follow along. Watching the videos also helps me become more familiar with the platform’s features and functionalities. Cons These Are My Suggestions for Improvement The audio volume on the YouTube tutorial videos is noticeably low and could benefit from enhancement for better clarity. Similarly, the volume on the Customer Service Phone Line is too low and sometimes difficult to hear. The inability to use right-click functions (such as copy and paste) on the platform reduces efficiency. When addressing system alerts, the platform often redirects to a general page, and it is not always clear which specific line or field requires correction—especially when multiple entries are involved. Alternatives considered [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice The customer service! I love it since the first phone call! Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) The customer service was not good for me! 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 SS Stephanie S. Owner Accounting Used the software for: Less than 6 months ### "Security Breach (credit card) - MyTaxPrepOffice did not take report seriously at all." May 19, 2025 1.0 I looked into MTPO last year and the year prior. The only reason I didn't use them in 23 and 24 was because they were missing the forms for WA state. I already perform a review of the forms and calculations that would offset the other negative things I have read about their accuracy issues, so I was willing to take that chance if they ever added those forms. Their sales department contacted me and scheduled a long sales (5/7/25) call where they were able to show me all of the cool features of the program and that they now have WA state forms. I was excited enough about the full functionality of it to spend the $100 down payment on a trial run of the software. The particular business card I used had not been used at all for 3 months (last used in Feb). 3 days (5/10/25) after giving my credit card information over the phone to the sales rep, my card was used in Mexico City on three separate purchases - two were "online" and one was marked "merchandise" and all for companies that do not exist in a general Google search for them. I have an excellent credit card company who reached out for the suspicious activity and reversed the charges as soon as I denied them (9hrs after the fact as they occurred around 1230am on 5/10/25). I reported it to MTPO immediately. Five days later, I reported to the trainer who contacted me for my training session that I wasn't going to proceed with training on a new program if reported security concerns were going to go unanswered. Not only had I not been contacted at all, but not a single update had been made on the ticket to let me know they were even looking into it. She escalated the issue and I was sent a message to schedule a call with IT, which I scheduled for the following morning (5/16/25). I am part of a team in my other job that runs a managed services desk for healthcare IT, so I understand security breach investigations and how seriously they must be taken. I perform them when necessary. I also understand the importance of client communications during this process. MTPO does not understand this at all. They didn't even bother to call me once before closing my ticket stating the breach must have occurred on my end (though they stated in the ticket that they called and left me a voice message. I had no missed calls and no voicemails). Unless my phone was being tapped, it's highly unlikely the breach was on my end - The card is used to purchase my software annually and some occasional restocking on Amazon, so most purchases are between Dec-Feb. The timing of the breach was extremely suspect. MTPO didn't even bother to seek out feedback from others to see if perhaps the breach was at the personnel level. (Did the rep I spoke with take/sell my information? Who knows - they didn't even look into it!) I wasn't asking for money or even any heads on platters - I really just wanted to make sure the report was taken seriously and steps would be outlined to help me feel safe with the company. They couldn't be bothered with this, so I requested a refund as I am in my trial month and will proceed forward with Drake again for 2025. I cannot upload sensitive client data to a company whose response to a security concern is basically just "We're safe and secure, promise!!" I suppose, ultimately, I agree with the other negative reviews I've read. You get what you pay for - and these folks are cheap, so their software is cheap and their security practices are even more so. Pros It looked slick on the sales call and full functioning. The idea is excellent, but the implementation is not great and security is dangerously lacking Cons Submitting payment to MTPO caused a security breach wherein my credit card information was stolen and used in Mexico City - MTPO did not take the report seriously and blew me off entirely Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Costs and bundling of services like document portal and e-signatures - I'm returning to Drake until I can find a better option - at least they've proven themselves secure. Review Source MGN Maria G N. tax preperation Financial Services Used the software for: 1-2 years ### "Bad software and worst customer service" February 18, 2026 1.0 This is the worst software that I have encountered. I will not renew my service with them. I have given them 3 years of opportunities to step it up and better their system, but it's only gotten worse. Their system of creating a ticket never gets resolved and you get emails saying it was resolved but not once did they call to verify that it was resolved Pros They were a new company, and it's online, but they just create protocols that never get issues resolved, so mainly there is nothing positive to say. I will not renew my subscription with them and i suggest that you don not buy or renew Cons They have the worst customer service. when their system is down there is no announcement; they never answer their phones. It's just terrible Review Source ID ISA D. Owner Accounting Used the software for: Less than 6 months ### "Good changes brings more possibilities" April 17, 2025 5.0 So far, I’m really impressed with the price and the benefits this program offers to small businesses like mine. It’s been great to have access to these features without breaking the bank, especially compared to a previous program I used. Pros I purchased this program to gain more security throughout the process. Although it took me some time to make the switch—since I was worried about getting stuck while preparing each and every tax return—the support system has been AMAZING! I truly appreciate the training and the friendly team. \[sensitive content hidden\], in particular, was incredibly informative and answered all my questions thoroughly. Cons I don’t have any complaints so far, as I just purchased the program this year. I’m enjoying the process and plan to continue doing so. Perhaps in the future, I’ll share any potential drawbacks as they arise. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice The demo was straightforward and easy to follow, and the budget was well-suited for my small business. Switched from [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) To expensive and not happy with the support system sometimes Review Source GZ Gail Z. Owner Executive Office Used the software for: 1-2 years ### "The software ever!" March 28, 2025 5.0 This year was better than last year. This is my second year working with the software and I have no complaints. I'm looking to the next tax year 2025! Pros Everything - Software and how it made things so easy to maneuver. the customer support team are polite and ready to help at all times. Cons Nothing! Everything was great. I wish that I knew of this software before now. Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) I wanted if there was something better for my business Review Source JP James P. Owner Accounting Used the software for: 2+ years ### "Way to go \[sensitive content hidden\]!" February 18, 2025 5.0 Overall, it has been good. I have decades of experience using, developing and also in customer service for tax software. So far the experience with this software has been positive and the company has been responsive. Thanks! Pros Specifically responding to says thanks to customer service agent \[sensitive content hidden\]. He was able to give an answer to my question in short order. Cons funny but it was the answer. I have a client that is the financial representative for another client. When I tried to send her a request to her for her individual return use the portal, it would not allow it since her email address is used for the other client, which she represents. But it did explain why the emails were failing. Providing an answer with confidence is what I needed and got. Now I can come up with a solution quickly. Thanks. Alternatives considered [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice Price and functionality. Also liked the fact that this is a newer product. I am painfully aware of what legacy code does to a product. 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 mO migdalia O. laborer Construction Used the software for: Less than 6 months ### "patience is an amazing asset" February 21, 2026 5.0 an amazing experience it felt like going to a new place meeting new amazing ppl \[sensitive content hidden\] was amazing , she listened nd trained me on what I needed she LISTENED nd educated me with patience , she is an amazing asset to any company thank u \[sensitive content hidden\] and godbless u I hope this company appreciates you and you efforts and kindness Pros \[sensitive content hidden\] her patience and knowledge went above nd beyond she is an asset to any company I appreciated her commitment and kindness very humble Cons some of the ppl who train need to learn to listen to what the customer needs we do not need training i every aspect of ur sw when we say no thank you u should stop nd listen instead u kept going , on things I did not need training on nor wanted u could've spent the extra time on things I wanted nd needed Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) price went up and they refused to downgrade me which was not fair , they refused to work with low income ppl that where going thru hardship and customer service declined Review Source PO Patricia O. CEO Accounting Used the software for: Less than 6 months ### "Do not buy this software" March 22, 2025 1.0 The people are really nice, but the software sucks. Pros It was cheap... but you get what you pay for. Cons The letters look terrible. Too many things have to be entered manually. Calculations for estimated tax payments are cumbersome and difficult... had to figure out how to get what I wanted. Training is lacking. Things don't flow logically. I had a partnership return and the net income on the state did not flow correctly to the K1s. Do not purchase it... you have to review every line and number. Switched from [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/) I was looking for a less expensive alternative. Review Source Response from Advanced Tax Solutions March 27, 2025 Thank you for your feedback. We’re sorry to hear about the challenges you’ve faced. It appears you missed two 1-on-1 training sessions, which are key to properly using the software and ensuring your computer and settings are configured correctly. Our Customer Success Specialists would have helped you set everything up to ensure proper data flow between state and federal returns including for the K-1 partnership. Regarding letter templates, while we offer default letters, the software allows easy customization to fit your business needs. Our software has earned several awards, “Most Recommended” and “Best Customer Support” from Software Advice, “Best Value” from Capterra, and “Best Functionality and Features” from GetApp. We take pride in the value we provide to our customers. We recommend scheduling a training session with us so we can ensure everything is set up and tailored to your preferences. We're here to ensure you have a smooth experience with MyTAXPrepOffice. AB Abigail B. Income Tax Preparer Accounting Used the software for: 2+ years ### "Customer Service Still Exist" January 19, 2026 5.0 Pros I love the customer service. I never have to worry if I will get a knowledgeable and polite person. No matter when I call, I know that I will be treated with kindness and respect. Cons I don't have anything negative to say about this company. I would like to see more employment opportunities even for the clients who use the software. 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 MS Maura S. Administrator Law Practice Used the software for: 1-2 years ### "Excellent live support accompanies My Tax Pep Office software." March 29, 2025 5.0 I just completed a support session with \[sensitive content hidden\]. He professionally answered the questions I had, and through screen sharing, was able to demonstrate the solution to the problem I was encountering. I valued his patience and ability to clearly explain and show answers to my questions and his persistence in finding a solution. I'd rate his knowledge and manner of delivery as 5 stars! Pros I really appreciate the live support that is readily available whenever you have a question. The software itself is pretty easy to navigate if you knw how to prepare taxes and it is very affordable compared to other professional taxware programs. And you are not limited by the number of returns you prepare. Cons Sometimes there is a slight delay when scrolling down a page (which isn't really a big deal). Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) It became too expensive and I was limited to only 20 clients and one State tax forms. Review Source LR LUIS R. PRESIDENT Accounting Used the software for: Less than 6 months ### "SATISFACCION" December 22, 2025 5.0 Excelente experiensa. El servicio al cliente es en espanol y es muy rapido cuando llamo o me comunico via chat.. Pros El programa es facil y muy manejable, muy satisfecho con el servicio y la amabilidad de los asesores. lo recomiendo. Cons Nada, estoy satisfecho con el software, con el servicio, con el precio y sobretodo con lo facil que es usarlo. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) EL PRECIO Y ME OFRECEN LAS MISMAS FUNCIONES Y RESULTADOS. Review Source JA Joseph A. Owner Accounting Used the software for: Less than 6 months ### "an amazing product. With practice will provide you with everything you need." May 16, 2025 5.0 \[sensitive content hidden\] Support personnel are extremely patience and knowledge . Pros Does everything I need. A total enclosed software that goes above and beyond other tax prep software Cons Complex but with practice will provide me above my expectations. Not only tax preparation including document storage. Alternatives considered [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice cost and the addition products that are included Switched from [TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/) Cost of tax act professional same. Product is well beyond the capability of tax act pro. They charge more and do not compare to what is offered by Myth prep. Review Source AW Allie W. Tax Preparer Accounting Used the software for: Less than 6 months ### "New Small Tax Preparer" January 6, 2026 5.0 Great customer service, easy to use, makes the process quicker and cleaner. I look forward to using this software as my business grows as well. Pros The software is user friendly, efficient, customizable, intuitive. I'm starting off as a small tax prepaper and this software is affordable and makes starting this business enjoyable and worth it! Cons I don't have any complaints so far. The customer service has been awesome and I'm excited to keep using it. Alternatives considered [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) Reason for choosing MyTAXPrepOffice less expensive and easy to use, very efficient Review Source WW WILLIAM W. Owner Accounting Used the software for: 6-12 months ### "Be Wise and seek MyTaxPrepOfffice you will be Happy for the rest of your life." July 7, 2025 5.0 Overall, I am extremely happy with the Organization, and I know you will be too. Any questions or problems you encounter will be handle swifty. Pros Greeting Friends I am here to recommend MyTaxPrepOffice software to you. They are the best and I invite you all to give them an opportunity to prove it to you. YOU will not be disappointed R. Cons There is nothing to dislike about the software and the professional representative are on the money. Switched from [QuickBooks Time](https://www.capterra.com/p/151722/TSheets/) QuickBooks started out fine, but they became too GREEDY. 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. 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 JW Jamia W. Real Estate Sales Agent Real Estate Used the software for: 1-2 years ### "Affordable tax program" February 25, 2025 5.0 The experience has been good. I like the price of the program and the feature that allows clients to upload all their documents. Pros The tech assistance is so helpful. A huge thank you to \[sensitive content hidden\] for troubleshooting my issue and solving it. Cons The refund amount that each taxpayer receives. I feel like other tax programs calculate the refund differently and provide more money to the taxpayer. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Drake was becoming too expensive and this platform was more affordable. Review Source DV DIONSAI V. PROJECT MANAGER Construction Used the software for: Less than 6 months ### "WELL WORTH THE PRICE" January 26, 2025 3.0 TODAY IS 1/26/2025 I HAVE NOT RAN INTO ANY COMPLICATIONS AS OF YET SO IM UNABLE TO GIVE AN COMPLETE ANSWER TO THIS QUESTION SINCE I HAVE NOT FULLY OPENED MY OFFICE FOR THE SEASON Pros I LIKE THE FACT THAT YOU CAN COLLECT THE CLIENTS ACTUAL SIGNATURE, I ALSO LIKE HOW CONVIENT THE DASHBOARD IS. ANOTHER HUGE ADVANTAGE IS THE AUTHENTICATOR. THEY ALSO OFFER ONE ON ONE WALK THROUGH TRAIINING. MY TRAINER DID AN AMAZING JOB AND I LIKED TO TAKE THE TIME TO THANK SOPHIA HERE.THE SOLUTION CENTER IS ALSO A BONUS AND YOURE ALSO ABLE TO WATCH THE TRAINING VIDEOS FROM THE SOFTWARE Cons IT NOT SO EASY TO TOGGLE THE SCREEN TO INTERVIEW MODE AND BACK TO FORMS MODE Switched from [Taxprep](https://www.capterra.com/p/185193/Taxprep/) THE PRICE, EASE OF USE, AND THAT YOU CAN CAPTURE THE CLIENTS ACTUAL SIGNATURE 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 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 RN RUDY N. OWNER Accounting Used the software for: Less than 6 months ### "EXCELENT PRODUCT" February 18, 2025 5.0 GREAT EXPERIENCE AND SERVICE, THEY ARE AVAILABE WHEN YOU NEED ASSISTANCE Pros EXCELENT SERVICE AND GREAT TOOLS THAT ALLOW TO WORK FAST Cons APPOITMENT INVITATION NEED SOME IMPROVMENT, EXAMPLE: SENT INVITE TO CLIENT Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing MyTAXPrepOffice SERVICE THAT I RECEIVE WHEN I MEET WITH SALES DEPARTMENT Switched from [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) LOOKING FOR BETTER SERVICE AND SOFTWAR THAT ADDAP TO MY NECESISTY 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 Similar Products Featured