# Page 4 | MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of MyTAXPrepOffice ## Showing most helpful reviews Showing 76-100 of 230 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use YH Yaskara H. AMBR Accounting Used the software for: Less than 6 months ### "My 1 on 1 training" July 1, 2024 5.0 Pros It is easy there is support for the problems that you will encounter Cons I will not know until I really start to work with it 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 AR Adreann R. Owner Accounting Used the software for: Less than 6 months ### "Why MyTAXPrepOffice is taking over the market" December 8, 2022 5.0 The support and guidance I have received from the initial sale to the training and set-up has been outstanding. This coming tax season will be the smoothest yet thanks to MyTAXPrepOffice and their team. Pros The ease of use not just internally but also client facing is a game changer in the amount of time it saves everyone and the efficiency it creates. They provide 24 hour live chat support during tax season, which we all could benefit from... we know what tax season hours look like. The cost of the software is reasonable and if you consider the time it's efficiency will save you, a true bargain! Cons The only thing I can say at this time would be the ability for clients to have one log-in to be able to view multiple entities. This isn't a feature at this time however rumor has it that it is in the works for the future. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice Price, ease of use, and efficiencies created. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Cost and efficiencies of software Review Source MC Michael C. Accountant Accounting Used the software for: 6-12 months ### "MtTaxPrepOffice" May 27, 2024 5.0 I have changed my tax software every year for the past several years. I finally thought I had found the best one. I won’t name names but didn’t think I could do better. Their rankings were near the top if not at the top every year. Then I got a call from a young lady named \[sensitive content hidden\] who asked me to try another tax software. I patiently explained that I was quite pleased with the one I had. I secretly hoped that their diagnostic was less cumbersome though and their portal worked as promised. Their customer service was absolutely tops though. For some reason I tried the new software, however, and to my surprise it surpassed the one I had in every area. It's intuitive, the diagnostic is a breeze, the portal works as promised. Customer service is as good. I am blown away by MyTaxPrepOffice. Pros I love its ease of use and this is not just in one area but in all. It's really intuitive Cons I have thought about this and truly can't think of a thing at this time Review Source JV James V. CTEC user Accounting Used the software for: 6-12 months ### "First year of trying this software for our business" April 15, 2023 4.0 Although very glitchy, it's not bad enough to not try the software again next year. I'm fine with some glitches but if we get the same exact glitches next year then I think they are not doing anything to improve on their software and we will, unfortunately, move to another tax software. Pros Very easy to send/receive customers a signup link to send documents, questions, review, and e-sign their returns so from a customer point of view...excellent. Also, I prefer cloud-based software which has several advantages for me. Cons Very glitchy. For example, many times you must clear your browser cache or log out and log back in again to clear not being able to enter a value in a field or if you put something in a field by mistake and try to delete it, it won't let you unless you log out and log in again and sometimes you may even have to delete the form and start over again, or you remove entries from fields and they show up again (yes, sometimes a field is autopopulated from another form but not always). There are actually many more glitches but even Quickbooks and most every major cloudbased software has glitches. Also, some of the questions are not very clear, and same with the explanation of the error messages. Have to get support sometimes to figure out the explanation given. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Reason for choosing MyTAXPrepOffice Price and customer portal Review Source RB Rhonda B. President Accounting Used the software for: 1-2 years ### "Great tax software and exceptional customer service makes up for any errors in the software. " March 17, 2023 5.0 The biggest problems working between the years without having to install new software is a game changer. Having multiple users without the hassle. Being able to work anywhere I need to work without extra steps. Having the federal and state efiles process without intervention and quick acceptance is a game changer. The customer service reps are so friendly and willing to spend all the time necessary to resolve the issues. Pros The customer service will answer any questions and work with you to resolve any complex issue even if they have to do research to find it. They respond to your call within 5 minutes and usually must less time. Cons The client portal needs some additional work so that the client knows exactly where to load the documents so that they will be received. Reason for choosing MyTAXPrepOffice Price, cloud based, next generation. I was ready to take a chance. Switched from [ATX](https://www.capterra.com/p/233241/ATX/) Horrible customer service, in fact no customer service, waiting hours to get any reply. No ability to retrieve invoices for services charged to my credit card. They kept saying the portal was under construction for years and you could not get anyone to send a receipt to know what you were paying for. Review Source KS Karen S. CEO Accounting Used the software for: 2+ years ### "Efficiency of Using MyTaxPrepOffice" March 20, 2023 5.0 My experience in the preparation of Income Tax Returns is efficient and it does not take up a lot of time to complete an individual return. This helps me to process returns quicker and I can do more clients timely. Pros The Instant Form View is especially great to be able to see a form as it would be sent to IRS. The Performance Review is a great feature to check for any errors on the return before submitting to IRS. Any errors in the preparation of the return is highlighted in red and explanations in detail of the errors. Cons The feature of printing any part of the software goes into a PDF format which is saved and can accumulate overtime on my hard drive. Review Source ME Mattie E. Income Tax Prep and Accountant Accounting Used the software for: 1-2 years ### "Best Software Ever!!" January 5, 2024 5.0 After 23 years of using another software I finally switched. MyTaxPrepOffice saved me time and my clients could get their advance check before they left my office. That made my business grow, and I did more clients last year then I did while using the other software. You don't have to wait forever on tech support, which I only need them when I am having a brain freeze or something. Software has not given me any problems at all. Even my clients are happier. It was hard for me to switch, but I did, and I do not regret it. Happy Customer here! Mattie Elliott You don't have to wait forever on tech support, which I only need them when I am having a brain freeze or something. Software has not given me any problems at all. Even my clients are happier. Pros The Dashboard I love. When your client sign the sinature pad it puts the signature on all lines that needs to be sign, which save you so much time that you can actually take in more clients. Cons I really don't like how you have to make a copy of the tax return before you can do the amended. I am still trying to get use to that, but maybe this season will be better from the experience of my first year. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Tech Support. They had people that did not know what they was doing and you would have to wait for a call back from them. I had clients in the office and got so far behind and had to reschedule them. I lost some clients!!!!! Review Source TC Thomas C. Owner Accounting Used the software for: 1-2 years ### "Great Benefits and Value for Tax Preparers and Their Clients" August 23, 2022 5.0 Makes it easier to work with clients. They can upload their own documents without having to come to my house and then I scan and upload them. The support staff are patient and find the answers to your questions. They treat you as a person. MyTaxPrepOffice even incorporated one of my suggestions into the estimated tax calculation form. I'm very please with all of the features, benefits, and services of MyTaxPrepOffice provides. It's a great value. Pros Clients can review, approve their returns, and sign them remotely. Cons On the MyTaxPortal for clients, I think a red dot appears on an area when there is a document to review or a signature requested. Unless that's been updated, it's not always clear to some clients that they need to review something. Also, on the October 15th filing deadline, the system wasn't allowing my clients to sign remotely so they had to come to my house to sign. I think the system didn't have enough capacity on that day and evening. Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) MyTaxPrepOffice had many more features that I find very useful in the whole process of working with clients, preparing, and filing their returns. Review Source GA Guillermo A. President Financial Services Used the software for: 2+ years ### "Customer Service" April 12, 2023 5.0 Today I had the pleasure of speaking and consult a customer service representative,\[sensitive content hidden\], who demonstrated her expertise to solve an existing problem with the e-filing of a return. She was knowledgeable, polite, and solve the matter with ease. Pros The software gets easier with every use. Cons I have problems working with the system designed to make questions and problems to the service center. i am more comfortable speaking to a service agent and the results are always immediately. The designed systems assumes I am expert using digital equipment, but I really use computers as a last resort, except when it comes to my client services. Review Source KL Kenneth L. owner Accounting Used the software for: 2+ years ### "Solid online commercial tax prep software for a great price" November 14, 2022 4.0 Overall I am very pleased with my experience. As a retired CPA I was looking for a package that provided me with all the business, nonprofit, trust and other small business tax prep capabilities I need for myself, family members, and a relatively small number of client friends (under 100 returns annually now). This package, while not yet up to the big tax prep software company standards as far as convenience extras, is rapidly getting close while keeping the pricing very attractive for smaller practitioners and retirees like me. Over the long term I think this company will become a major player in the commercial tax prep industry. Pros In this competitive environment pricing is very important. MyTaxPrepOffice is a great price, and the price is locked in for as long as you renew during the usual early Spring renewal season. The combination of the client tax portal and the practitioner software saves time and aggravation. They have all the forms I need for every type of tax entity, including state business forms. Cons As with every commercial tax software package that has to be rewritten each year after Congress changes the laws again, software bugs pop up. Also, some of the federal numbers do not carry into other federal forms, and few of the federal numbers carry down into populating the state forms. However, the company has been making progress each year on correcting this. Some state number transfers are more comprehensive than other states (particularly regarding state business forms). Review Source BW Betty W. Owner Accounting Used the software for: I used a free trial ### "Former Drake User for 15+ years" May 21, 2024 5.0 Pros The ease of use and the fact that it is Cloud Based. The price is beyond the best in the business. I have not found a better software for the price and ease of use. Cons I have not found a con as of yet. The customer support has been great! Alternatives considered [TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice Ease of use, price, and the fact that it was cloud based Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) The price got so expensive that we just could not keep buying it! Review Source RT Richard T. President Accounting Used the software for: 2+ years ### "Nice tax software-definitely recommend" December 28, 2023 5.0 Great software that I have used for years and hope to continue using for years to come. Way better than it was in 2015 when it had a lot of errors with infomation not flowing through to the states and calculation errors. Those days are long gone. Pros Has all forms needed and states needed for my company. Cons Some of the tips per line are that indepth and not helpful. Doesn't have the best portal for clients to upload documents, doesn't always work. Not able to see multiple years in detail, just a summary for the prior year. Remote signature didn't work well, client wasn't able to sign and it looked kinda clunky and outdated when I tried myself. Switched from [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) Better customer service and product was superior with more forms Review Source PN Paul N. Managing Partner Accounting Used the software for: 6-12 months ### "Excited to learn and grow. " July 28, 2023 5.0 Generally this has been excellent tax software. There are many features that will help one to automate functions going forward. Many clients are not ready for all the automation, but we should facilitate them as need be and continue the advancement technology provides. Pros The majority of the screens are user friendly and work well. The online help features are excellent and the assistance with difficult odd details gets resolved with relative ease. Cons The quick online help notes are cryptic and all too brief, so often I cannot determine what they mean. This adds a lot of confusion as I attempt to resolve all issues before having to engage the help desk, so some clearer direction would be ideal. Reason for choosing MyTAXPrepOffice Functions and features along with ease of implementation. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Looking to advance technology and the user experience for my employees. Review Source NG Natalie G. Owner Accounting Used the software for: 6-12 months ### "Best little program coming up" March 20, 2023 5.0 Overall AAAA++++ Pros There are several things I like about MyTax. The price can't be beaten. The support is unparalleled. I almost always receive feedback within one day that a change has been made to the program in response to my feedback. I really like this program. Cons I thought about this. Nothing comes to mind. Great little program Switched from [ATX](https://www.capterra.com/p/233241/ATX/) ATX was getting to be a mammoth program. Therefore the program was cost prohibiting. Review Source JB Jeanette B. Owner Founder Accounting Used the software for: Less than 6 months ### "Setup and initial training" June 24, 2024 4.0 Pros Price Dashboard Online capabilities for tax software and client documentation Cons Does not have trial balance upload capability for business or organization returns. Does not have 1040 tax planner for calculation of next year's taxes. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice Online capabilities and client portals for capturing and filing client information. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Pricing increase by Drake unexpectedly done for the 2024 year. Review Source RF RICHARD F. CPA Accounting Used the software for: 6-12 months ### "I like My Tax Prep Office" January 16, 2024 4.0 I am very happy with My Tax Prep Office and will continue to use it. Pros The overall performance of the program works very well. I have been using the program almost from the beginning and I have witnessed a great growth in the program. All states are included at no extra charge, unlimited printing and ease of Efiling are all very important. When I run into a problem, the support team gets the problem resolved with a day. Cons The program does have some issues where calculated boxes don't flow to the correct form or some forms do not calculate as I expect. Alternatives considered [H&R Block](https://www.capterra.com/p/123072/H-R-Block-At-Home-Premium-Business/)[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) Reason for choosing MyTAXPrepOffice I chose the program for price and clients can sign the return both in person and remotely. Switched from [H&R Block](https://www.capterra.com/p/123072/H-R-Block-At-Home-Premium-Business/) This is a professional tax prep software with the ability for the client to sign the return. Review Source AG Anthony G. Managing Member Accounting Used the software for: 1-2 years ### "Outstanding Software, Excellent Support" November 21, 2022 5.0 This software has saved us money and reduce preparation approval time by 27%. It is robust yet streamline for the small firm. Collaboration by multiple prepares enhances accuracy by allowing the most proficient preparers to complete the most difficult part of the return while less experience prepare preform the induction process and base tax information uploads. The one cost access to all tax form types with individual electronic filing cost per return has increase workflow and the tax preparation revenue stream. Pros Online access to real customer support personnel who are experts and able to log-in to fix tough issues. Cons Add-on cost of the signature feature. The support center closing case before complete resolution. Review Source CM Carla M. EA Accounting Used the software for: 2+ years ### "Great Customer Service" September 8, 2022 4.0 My TPO fills most of our needs very well, and the customer service has always been wonderful. We have been with them for about 5 years now. It's pretty solid! Pros Because the software is in the cloud, the two of us in the office here can share returns. We save it to the cloud and create a copy in the client folder. Our previous software was fairly sophisticated but had no cloud option. When we elected to move into My TPO, we had a lot of back-up issues with the other software. I just learned about a feature today in MTPO that I haven't used before, which is to create two MFS returns from a MFJ with a couple of buttons. Super smooth! Cons We have a handful of clients with somewhat complex returns, with a load of Sch E properties, many depreciation schedules, along with investments and Sch D and 8949s and options trading, etc. The previous software gave me more confidence on that type of return because it wouldn't allow certain actions without doing them in a sequence. The error messages and flags were more specific. I'm sorry I can't elaborate on that too much, because I don't have any recent examples in mind. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Price, cloud issues Review Source LK Lawson K. Owner/Manager Accounting Used the software for: 2+ years ### "Reliable and intuitive tax preparation software." April 18, 2023 5.0 Pretty straight forward & intuitive tax prep software that made you feel confident in the finished product. Pros Reliable and intuitive tax preparation software Cons No significant issues experienced with MyTAXPrepOffice. Reason for choosing MyTAXPrepOffice Cost & features were the determinates. Switched from [ATX](https://www.capterra.com/p/233241/ATX/) Cost and ease of use. Review Source RC Robim C. Owner Financial Services Used the software for: 2+ years ### "Ease of Use my TaxprepOffice" October 15, 2022 5.0 I keep my little office open with the ease of use with the software and customer support. With constant changes in the tax rules and forms its important to have an edge, keeping updated and current to avoid unexplained rejects Pros Customer support is the greatest!!! I enjoy The data carry over from previous Cons Sometimes its slow and data doesn't carry over. for the most part is a very busy time frustrating, its a busy time and cloud software can get bogged down., Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing MyTAXPrepOffice Price was outstanding, customer service is awesome and I like the fact that TaxPrepOffice respects my clients as mine unlike Intuit / QuickBooks. Drake was just really expensive for a small office environment Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I owned a liberty franchise prior (2012) to being independent and this software had the feel for how Liberty Tax software worked. Review Source MN Marian N. CFO Accounting Used the software for: 2+ years ### "Satisfied customer and user" August 23, 2022 5.0 I feel very confident in using this software. E-filing is efficient and fast. I get an answer quickly if there's an error. Rejects are notified quickly. Pros Product is very easy to use. Didn't have to spend hours to understand the product. Integration with my other apps was simple. I am very pleased that I chose this software among many. Cons When I first started using this software there were some glitches, but they were quickly resolved. The forms were nor easily populating. Calculation was a little off but these are all resolved. Reason for choosing MyTAXPrepOffice During my search, all the apps were similar but MyTAXPrepOffice price was more reasonable. I got a good deal from Maurice Orr. Review Source BM Brandy M. Partner Accounting Used the software for: Less than 6 months ### "Thank goodness!!!" January 15, 2024 5.0 Wonderful!!! We needed help setting up today, when I sent a message to the help desk they asked if I would like a call. They called and walked me thru it, thank you!!! Pros So far they have been so helpful and the software is easy to use. Cons There is nothing that we do not like about the software. Reason for choosing MyTAXPrepOffice We liked the platform better with you and the cost . Switched from [UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) It was honestly for us the price and the ease of getting help when we need it. Review Source YM Yvonne M. Owner Accounting Used the software for: 2+ years ### "Most amazing service!" February 5, 2024 5.0 It has been wonderful!. \[sensitive content hidden\] , was very knowledgeable and patience. She is a Rock Star! Pros When using Mytaxprepoffice, I have found the support to be outstanding. \[sensitive content hidden\] , the representative was amazing. She was patience, kind and informative Cons I dont have any complaints. I have been using MyTaxPrepOffice now for 3 years without any major hiccups Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I got more services included in the price Review Source eG earl G. managing member Accounting Used the software for: 2+ years ### "Actual User >5 years" October 21, 2022 4.0 Overall, I love the software and truly appreciate the responsive customer service Pros The product is web-based and exceptionally solid. I also appreciate the pricing, since it's not a nickel-and-dime approach Cons If I can import my business clients' information directly from Quickbooks, or even an Excel spreadsheet, that would be a definite game changer! Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice One price covered all, and what's included in the "all-ness" was more than I had with Pro Series! Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Intuit was expensive and trending more prohibitively so. Review Source Similar Products Featured