# Page 6 | MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - 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

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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/)

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Last updated April 29th, 2026

# Page 6 - Reviews of MyTAXPrepOffice

## Showing most helpful reviews

Showing 126-150 of 230 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

ME

Munir E.  
manager  
Accounting  
Used the software for: 2+ years

### "excellent software"

March 16, 2023

5.0

very happy

Pros

everything is good about your software. specially online feature

Cons

nothing can be said about the software and i will recommended for others

Review Source

TW

Tammy W.  
Chief Executive Officer  
Accounting  
Used the software for: I used a free trial

### "Love this product!"

November 2, 2023

5.0

Very good. I am actually looking forward to tax season this next year!

Pros

Ease of use. \[sensitive content hidden\] was outstanding. Very thorough training process.

Cons

There was nothing that I did not like about MyTAXPrepOffice.

Reason for choosing MyTAXPrepOffice

Ease of use and cost. I am very happy with the cost that I got for this product.

Switched from

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)

Did not like ProConnect Tax af all. I'm glad that I received a call offering the product.

Review Source

YM

Yoanna M.  
Tax preparer  
Accounting  
Used the software for: 2+ years

### " Great Costumer Service"

April 19, 2023

5.0

Great

Pros

I am very grateful to the support staff for their kindness and professionalism. Today especially with \[sensitive content hidden\]

Cons

I don't have any cons about MyTAXPrepOffice

Review Source

FW

Felice W.  
Tax Expert  
Accounting  
Used the software for: Less than 6 months

### "Customer for Life"

April 14, 2023

5.0

Pros

All the features I need for tax season all in one place and eliminating the need to have a complicated tech stack

Cons

Not having a feature to have customers pay directly in the tax portal would be a great addition.I also had some issues with importing prior year returns from one of the software's I used in the past.

Alternatives considered

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

Reason for choosing MyTAXPrepOffice

Price and inclusiveness of all the best features

Switched from

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

Inclusivity. Being able to have all the features that I loved with the others already included at no additional cost.

Review Source

AP

Antonio P.  
Principal  
Accounting  
Used the software for: Less than 6 months

### "Stay away from this product/company"

October 8, 2021

1.0

This web-based product is not worth it for any reputable accounting firm. We were transitioning from another provider, and we found a bunch of issues that didn't quite make our transition justifiable. First, it took 2 weeks to migrate clients and returns from the previous tax year (about 250). TWO WEEKS!! Of those returns imported, many returned incorrect errors such as missing social security numbers, emails, etc. Now, that's not possible since we can't process a return without a social and we collect email addresses from every client. None of the business clients were imported. No carry-overs were imported. You can't create a new client without adding a form 1040 (so, if you only need to create a Form 2848, or a 2553, etc., you cannot open only that form. You'll need to have a form 1040). I had a lengthy conversation with a manager, \[SENSITIVE CONTENT\], to whom I reported all the issues encountered. There were more issues than the ones mentioned. These are too many adjustments needed to be made even before starting the preparation. Then, with no carry-over imports, we would have to check every return from last year to determine if the client is carrying over anything and make sure that our employees are aware of that possibility. A lot of time and resources before we get to the preparation. So, we don't recommend this product. Another issue was that they have a 14-day refund policy. Since the client import took 2 weeks, we basically were outside of the 14-day policy to get a refund.

Pros

Nothing. There was nothing in this software that ultimately convinced us to switch.

Cons

Everything. There are way to many restrictions that require time and resources to sort through. Not worth it.

Reason for choosing MyTAXPrepOffice

The sales rep convinced us to try the product and, in good faith, we believed that it could have been worth a try. What bothers the most is the time it took for the system to convert clients/returns from last year (2 weeks as mentioned above), which took us already outside of the refund policy timeframe before we had some real information to test the system.

Review Source

CF

Christine F.  
OWNER  
Accounting  
Used the software for: 2+ years

### "Best tax software I know. "

September 2, 2022

5.0

Pros

I used another tax software prior to MyTaxPrepOffice and it became too expensive so after searching for another software company. I found that MyTaxPrepOffice was what I needed. The transition was easy and they helped me whenever I had questions. I think you should give them a tryout.

Cons

There is not much I don't like about the software. It is easy to navigate. And when I have an issue they are there to resolve it.

Review Source

CH

Charles H.  
DIRECTOR OF PRACTICE DEVELOPMENT  
Accounting  
Used the software for: Less than 6 months

### "My review and training session with company rep. Keesha"

November 17, 2023

5.0

POSITIVE EXPERINCE WITH A PLEASANT AND SEEMINGLY KNOWABLE COMPANY REPRESENTATIVE.

Pros

Training session was very through, friendly, informative and answered all questions I had about the software.

Cons

Product is fine; just don't like experiencing the learning curve required to familiarize myself with a new tax software product.

Switched from

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

COMPARABLE PRODUCT WITH A BETTER FEE COST.

Review Source

KE

Kenya E.  
Tax Preparer  
Financial Services  
Used the software for: Less than 6 months

### "Training and First time user"

January 15, 2024

5.0

I do not have any complaints. I think the program and experience is good for me.

Pros

I enjoy the convenience of being able to log in where ever im located to complete clients filings. The software is user friendly as well as the training with access to a support team if needed.

Cons

I dont like that its optimum use is through the Chrome Browser.

Review Source

PP

Peter P.  
Owner  
Accounting  
Used the software for: 1-2 years

### "First Time E-filing User"

November 17, 2022

5.0

Overall I am pleased with the performance of the software. I will continue using it.

Pros

The best feature is that it is icloud based, that was very important to me when I was looking for tax software.Also, support helped me to be able to use the software since I was not too familiar with e-filing.

Cons

When I would complete a form and answered a question on the form I wasn't familiar with, I would not get a notification when I did a perform review to make sure I had all the forms necessary to complete before I sent in to the IRS. This is a frustrating problem

Review Source

LC

Leeann C.  
cpa  
Accounting  
Used the software for: 2+ years

### "tax program review"

September 7, 2022

5.0

the program is easy to use, support majority of the time is easy to use. support is great and they reply quickly and 99% of the time they are very knowledgeable.

Pros

this software is extremely easy to use for the majority of the individual tax returns

Cons

the only part I am not comfortable with is when a new person in support answers and the are not familiar with the program it takes twice as long to fix the issues of or they can't fix it at all.

Review Source

CW

Christopher W.  
Business Owner  
Accounting  
Used the software for: 6-12 months

### "Review from C. Wood"

February 21, 2023

4.0

Income tax preparation from anywhere has been beneficial. Your customer service has been awesome. I appreciate all of the training tolls and personable service from the one-on-one training.

Pros

I enjoy the lead screen with the multiple windows. I have only been using the software for two weeks during this tax season. The more I use it, the friendly it has becomes.

Cons

For now, it's a little difficult for me to view forms while working, it's also challenging to see all the fees associated with the invoice.

Switched from

[ATX](https://www.capterra.com/p/233241/ATX/)

Customer Service and access when away from office

Review Source

DL

DAVID L.  
MANAGER  
Accounting  
Used the software for: 2+ years

### "Review of Income Tax Filing"

April 12, 2024

5.0

Overall - I believe it is a great value and great product

Pros

The customer service department is outstanding.

Cons

I am very satisfied. They have been very accomodating to me - Do not have any specific areas that I am not satisfied with

Review Source

WM

Wendy M.  
President  
Accounting  
Used the software for: Less than 6 months

### "TaxPreparer"

May 11, 2023

4.0

\[sensitive content hidden\] was very helpful in training me in detail about all products. He was patient with me and answer all my questions.

Pros

The features easy to use is upload documents and esignature. Also in the dashboard shows all the form you need in the future.

Cons

I think so is the widgets in the dashboard. Some widgets is not clear. I said that because I am new in this product.

Reason for choosing MyTAXPrepOffice

Because this product brings me all services I need to increase my portfolio.

Review Source

NS

Nelson S.  
PRESIDENT  
Accounting  
Used the software for: 2+ years

### "The most complete software in tax and finance industries."

February 22, 2023

5.0

Pros

This has been the best and useful tax and finance software in the industry ever known. Customer support is the best team I have ever experienced. Getting better every new yaer. My best experience in 5 years with this software.Thanks,Nelson SerranoPresident-Protaxquest

Cons

This software is very friendly end user.

Review Source

CD

Claudia D.  
PRESIDENT  
Accounting  
Used the software for: 2+ years

### "Great product"

January 16, 2023

5.0

Great

Pros

This product is great and affordable for small business (Tax preparers). The customer service is great.\[SENSITIVE CONTENT\] does an excellent job. He explains everything in detail, he's know very well everything about this product. I would recommend it to my colleagues.

Cons

Customer serviceAll the featuresClients PortalSupport

Reason for choosing MyTAXPrepOffice

Ultimate Tax

Review Source

WT

Wayne T.  
Owner  
Accounting  
Used the software for: 2+ years

### "Tusker Tax & Accounting LLC"

March 9, 2023

5.0

Great assistance and production

Pros

This program is well worth the money and assistance provided

Cons

Nothing really. There are a lot of information of calculations that need to be learned.

Reason for choosing MyTAXPrepOffice

Customer satisfaction from other accountants

Review Source

RM

Rosario M.  
MANAGER  
Accounting  
Used the software for: 1-2 years

### "Great Customer Service"

October 4, 2023

5.0

Customer Service is easy to reach

Pros

great customer service, Software is great

Cons

yes it was a little difficult but soon I learned.

Review Source

HC

Humberto C.  
Tax prepared  
Accounting  
Used the software for: 2+ years

### "Humberto"

November 14, 2022

2.0

I'm sticking with you one more year

Pros

Somewhat is easy to use but there are more things that can be improved

Cons

Help desk does not follow up on issues recorded. Tax calculations differ from IRS and CA FTB

Switched from

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

Value

Review Source

MAB

Marie Alana B.  
CPA  
Accounting  
Used the software for: 1-2 years

### "Worst tax prep software I've ever used"

March 17, 2022

2.0

Worst mistake ever. Run...don't walk, away from this tax software. So many things wrong with it that I wrote a letter to the management of this company. Should not be on the market.

Pros

Easy to set up and cheapest tax prep software I found.

Cons

Incorrect calculations on numerous occasions, worst customer service, and the software actually crashed on the filing deadline as I was filing extensions for 50 clients and none were able to be timely filed. Massive headache and customer service quit answering the phones to give updates.

Reason for choosing MyTAXPrepOffice

Lowest cost overall.

Review Source

JH

JUAN H.  
ACCOUNTANT  
Accounting  
Used the software for: 1-2 years

### "EXPIRENCE WITH THE PROGRAM"

January 27, 2024

5.0

IS GOOD , IT IS MUCH BETTER THAN BEFORE.

Pros

IS FREENDLY TO USE. AND THE SPANISH ASSITENCE IS BETTER.

Cons

THE MORE ASISTENCE FOR SPANISH SPEAKERS.

Review Source

MC

Maria C.  
Tax Specialist  
Accounting  
Used the software for: 2+ years

### "Excellent customer service!"

October 9, 2023

5.0

Excellent

Pros

The software is super easy to use and all forms

Cons

I love the customer service they have solutions for everything!

Switched from

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

Drake is too expensive and doesn't have good customer service

Review Source

EE

Efren E.  
President  
Accounting  
Used the software for: 2+ years

### "The performance of the software"

September 22, 2022

5.0

Pros

Easy to find the tax forms needed and ifever there are issues the team support quick resolved the issues. there are comments to correct the specific errors .

Cons

As of now i have no negative issues all are well

Review Source

PC

Paula C.  
Tax profesional  
Accounting  
Used the software for: Less than 6 months

### "Tax System easy to use"

August 29, 2023

5.0

Pros

the price call my attention, but the easy way to used and it is very complete, so the combination is perfect.

Cons

so far, everything is fine. my first tax season will be in 2024, i had to test how is the e-filling system

Reason for choosing MyTAXPrepOffice

The customer service when they offer the product. The first call me the different between i choose this system

Review Source

MW

Mitch W.  
President  
Accounting  
Used the software for: 2+ years

### "Tax Prep and Usage"

February 8, 2024

3.0

Cheap, but not always effective for even slightly above basic returns

Pros

Telephone support Is very good. Highly recommend additional resources in that area

Cons

Changes to fix problems. Not responsive or efficient in making upgrades to fix problems that programming creates

Switched from

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

Price was substantially less. But beginning to wonder if it is worth the problems

Review Source

AN

Aida N.  
Owen  
Accounting  
Used the software for: 2+ years

### "Support"

January 23, 2023

5.0

The first year was not easy, but after two I managed your program very well and if I know all the tools it is easier

Pros

The transmissions are super fast, normally there are no transmission problems

Cons

You must know how to use the program very well and practice a lot because it is not very easy to use

Review Source

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