# Taxprep Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Taxprep the right Bookkeeper solution for you? Explore 215 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/185193/Taxprep/reviews --- Taxprep 4.6 (215) [View alternatives](https://www.capterra.com/p/185193/Taxprep/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 February 25th, 2026 # Reviews of Taxprep Ease of use 4.4 Customer Service 4.2 ## Pros and Cons in Reviews CY Collin Y Sole PractictionerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Signature, so I can offer my customers an updated tool to send their data at their convenience, from where-ever they live, from what- ever device, to my office. “ March 25, 2021 RS Rupesh S Accountant Building Materials, 51 - 200 employeesUsed the software for: More than 2 years. “Cant say that there are any cons. But, found bit difficult to integrate with quickbooks“ March 30, 2022 mg maria g accountantAccounting, 51 - 200 employeesUsed the software for: More than 2 years. “It makes preparing a tax return more efficient.“ June 9, 2021 AO Alexei O AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Form 21200 makes wrong calculation of amount for QST refund (reported into VD-358)“ May 6, 2021 MB Mike B Sole proprietorAccounting, Self-employedUsed the software for: More than 2 years. “This software helps me complete my tax compliance work very easily“ March 17, 2021 AO Alexei O AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “It is expensive, version updating process is manual, it is slow starting, slow opens files.“ May 6, 2021 PK Puneet K Senior Tax LeadManagement Consulting, 10,001+ employeesUsed the software for: 1-2 years. “It makes your life easy.“ July 21, 2021 CB Claude B PartnerAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Software not easy for a beginner in income tax“ March 16, 2021 ## Showing most helpful reviews Showing 1-25 of 215 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CP Cory P. Partner Accounting Used the software for: 2+ years ### "Review" May 7, 2019 5.0 Work flow management Pros Ease of use, functionality, integration with other taxprep programs and iFirm database Cons The software works very well but is pricey and costs should be watched for future sales Review Source AR Aaron R. Partner Accounting Used the software for: 2+ years ### "Taxprep" November 5, 2019 5.0 We use all the Taxprep modules and it allows scalability to our business by offering all forms and returns that we could ever need. The integration with CRA online has been wonderful. Pros I like that Taxprep integrates nicely with many other 3rd party add-ons. Also, the functionality, ease of use, and accuracy of Taxprep is much better than the competitors. I feel that much time, and resources are spent annually on Taxprep to make it a superior offering as compared to competitors. Cons Pricing structure is not as competitive-that would be the only downside I see. I would like to see Taxprep offered as SAAS to simplify the installation and updates. Reason for choosing Taxprep Integration and robustness of Taxprep Switched from [Profile RPM](https://www.capterra.com/p/85468/Profile-RPM/) We began using the CCH suite of products which made integration a key factor in our decision to switch. Review Source SS Shona S. Office Manager Accounting Used the software for: 2+ years ### "Generally good - new advanced version are not great" January 15, 2020 3.0 Overall it is good. I think our feelings are now tainted due to the issues with the new advanced versions having so many issues when they were rolled out. Pros Connection between types of software is very useful for importing information to prepare elections, slips etc. Efiling in batches is very useful and saves lots of time rather then with each clients individual code. Importing of slips from CRA feature saves lots of time in preparation. Cons The new advanced versions are creating many issues. They were released without proper testing and had many glitches including letters not printing, batch printing not working, files freezing and unable to save so loss of work. The old versions were great we had no issues with them. In general I would say the inability in T2 software to allow RC59 filing separate from return like in the T1 with the T1013 to prevent accidently filing of eligible returns with the RC59. Reason for choosing Taxprep na Review Source MK Mark K. Accountant Accounting Used the software for: 2+ years ### "Best tax softare for a full service firm, but pricey" January 9, 2020 5.0 Pros I've used many competitor softwares, and I find taxprep to be by far the most robust, easy to use and clean. I love that it quickly shows what the prior year balances were in the monitor and the clean layout of the pages. Cons Its expensive... much more so than competitors. Customer service can be hit and miss at times. Reason for choosing Taxprep Best software, most user friendly and I felt most reassured while using it that I was doing what I intended. Review Source AH Alister H. Partner Accounting Used the software for: 1-2 years ### "Happy Customers :)" October 31, 2019 5.0 Customer service has addressed all issues in a timely fashion. Pros Ease of use, intuitive layout, diagnostics, and integration with IFirm. Cons Initially the cost, although we now feel it has been good value for our money. Reason for choosing Taxprep Integration, and cloud based development was enroute at the time. Review Source VR Verified Reviewer Senior Associate Accounting Used the software for: 2+ years ### "Taxprep Software" May 23, 2019 5.0 Pros I primarily use the corporate and forms taxprep software. What I look most about the software is the amount of tools available to review tax returns and forms prepared within the software. As a reviewer, it is important to keep track of any items that need to be double checked, confirmed with clients, and potentially updated. The reviewer tools, such as the ability to track changes, helps ensure that the returns are completed accurately, and that we have comfort over all the information included in the return. Cons There are certain quirks with the software that can clash with the technical treatment of certain items. Sometimes, you may be unable to e-file a tax return if unless you select a certain box or input a number into a certain section. However, the technically correct approach may be to leave those input areas blank. Therefore, the software can in some instances create issues in filing returns. Please note that I experienced this issue very rarely. Review Source nathalie M. accountant Accounting Used the software for: 2+ years ### "Pro Fx is the greatest tax software out there" April 30, 2020 5.0 Overall, I've had a very positive experience with Tax prep. I am able to work on large and complicated returns on a user friendly software. Pros Wolters Kluwers tax prep has been my most preferred tax preparation software for multiple reasons. It's a very sophisticated software and enables me to prepare complex tax returns that include an enormous amount of information and forms. I find it very user friendly and easy to navigate and I feel the input sheets are organized in a convenient way. I also like the presentation of the instructional letters. Cons I will, to an extent, always struggle with state returns and this is where i feel this, as well as other tax prep softwares fall short. It's difficult to determine where to input certain information so that it flows to the correct line on the state return. If the "link to worksheet" function could provide better guidance, that would be much more helpful. Review Source VR Verified Reviewer Associate Partner Accounting Used the software for: 2+ years ### "Reliable" October 31, 2019 4.0 very good - highly recommended Pros accurate and up-to-date software and tax tables Cons ability to download archives of old software - must rely on CD Reason for choosing Taxprep n/a Review Source VR Verified Reviewer Accounting technician Accounting Used the software for: 2+ years ### "Great product" May 16, 2019 5.0 Taxprep is very quick to update their software with the latest tax changes. They are very reliable as well. Pros I love the ease of use, integration with our caseware software and customizability letters. The customer service is excellent, whether it is with tech support, or for assistance with form calculation, the support team is very helpful and wait times are a minimum. Cons The things that I like least are very minimal. Review Source VR Verified Reviewer Accountant Accounting Used the software for: 2+ years ### "The best of the best for tax preperation" July 3, 2019 5.0 Pros This is the ultimate in tax preparation. Has best interface, best feature set and the most trusted calculations and up to date information built in. Has mad strides in integration between their other products which makes it even better. Has nice on board pricing for new users. Cons The cost can get very high especially when you get the full package. Review Source CG Colleen G. President Accounting Used the software for: 2+ years ### "Could not do my job without TaxPrep" November 5, 2019 5.0 I am a tax specialist and use Taxprep T1 and T2 every single day. I use it for creating scenarios to review the tax planning with clients. This shows all the different things you looked at and consider on one or two pages. It also illustrates to clients the amount of time, thought and energy you placed on their tax planning and how important they are to your business. Pros This software is easy to use and extremely flexible. Allows for tax planning as well as preparation of returns of all sort. Cons Nothing! Could not imagine working everyday without this software. Reason for choosing Taxprep As the industry leader, I felt it was important to purchase the best. This gives us all the advantages while letting us tell potential candidates that we use the top of the line software. Review Source NA Norman A. Accountant Accounting Used the software for: 2+ years ### "Taxprep compared to all other tax preparation software" October 31, 2019 5.0 The overall package of tax reporting software and the addition of iFirm to aid with time, job and general practice integration has made Taxprep and it's group of products indispensable. Pros It just plain works 99.9% of the time. The .1% is usually a result of user (me) error Cons Having to open a different piece of software to access prior year versions and files Reason for choosing Taxprep Like I said above. Taxprep just plain works 99.9% of the time. We are not expected, as users, to be responsible for beta testing of our tax reporting software if we use Taxprep Review Source SM SHAUN M. President Accounting Used the software for: 2+ years ### "Review of Taxprep" October 31, 2019 5.0 Pros Seldom shuts down while using, intuitive, jump field as helpful. Cons Search function could be better, would be nice if it could automatically integrate with other CCH products lie engagement or prosystems fx. The billing for my CCH suite is also very confusing and never straight forward. I have serious issues with the service provided to me by my account manager and if I ever switch products it will be for this reason. Amount I pay for all products have tripled since I first stared using it 6 years ago, I don't see three times the value, in fact, service gets worse every year. Review Source CC Cheryl C. Accountant Accounting Used the software for: 2+ years ### "Long time user potentially being forced to change due to cost of software" January 14, 2020 4.0 Generally a very positive experience with Taxprep. We're a small family business. We have used Taxprep since we switched from manually preparing the tax returns - probably close to 30 years ago. We've been receiving advertising regarding software that could be used for a limited number of returns. We wish an option like that were available with Taxprep. If at all possible, we would like to continue using Taxprep. However, that may not be feasible due to the cost. Pros Consistency from year to year. Reliability. Cons The cost. Our firm is winding down. As we wind down the cost ratio is getting so high that we may have to look at other options. Review Source DB DENIS B. President Accounting Used the software for: 2+ years ### "Improvment to Schedule # 60" January 14, 2020 5.0 I am an SR&ED Consultant and prepared about 50 claim a year and of all software that I use, I prefer Taxprep to Profile, CanTax and other tax Software because its menu driven, easy to operate and very friendly. Pros Software is easy to navigate, schedule and amount are properly prorated and easy to follow. Cons When information has to be repeated to one schedule to another, the only option is to Copy and past the Info from one schedule to the other.(Can be Time Consuming) For Example, if I have 20 Projects in an SR&ED Claim, I have to type similar information in each schedule instead of having the information pop-up base on the First Letter of a specific box. I use different Tax software base on my client need. I use Profile which have the function that I have outline above which is grate because its reduce time at entering the info. However, their software is not as friendly as Taxprep. Review Source LH Larry H. Proprietor Accounting Used the software for: 2+ years ### "Canadain Tax Software" January 9, 2020 5.0 It's been the mainstay of our business for the past 15 yeras. Without it, I feel, our services to clients would have been compromised. Pros In the realm of Canadian income tax software, TaxPrep has to be the leader. It's extremely comprehensive and contains a wealth of information regarding the Canadain income tax system. It's diagnostics are broad and inclusive. This program can handle whatever you can throw at it. Cons The programs are expensive, but it's a top-quality product, well worth the extra outlay. Review Source bP bradley P. Associate Financial Services Used the software for: 2+ years ### "Taxprep is great" January 9, 2020 5.0 i have used various programs over my career preparing tax returns and taxprep is by far the best product out there... definitely more expensive than other products, but the feature taxprep provides makes preparing the returns and tax season run smoother and is more efficient Pros customer service and ease to use (diagnostics are very useful and helpful) Cons The program is great, but the major issue would be the price... i guess in this case it is a matter of "you get what you pay for"... high quality product Review Source ST Sue T. Owner Accounting Used the software for: 2+ years ### "Personal and Corporate Tax Prep" June 24, 2019 5.0 Good. Pros Ease of use, nice interface, good diagnostics. Reliable Cons Nuisance diagnostics. # of revisions Way too expensive. Too much pushing of other products. Reason for choosing Taxprep I have been using Taxprep for over 20 years - too much of a learning curve to change. Plus I send files back and forth with some major firms for specialized tax work and planning and they all seem to use TaxPrep. Review Source JD James D. Mr Accounting Used the software for: 2+ years ### "Taxprep Review" March 22, 2021 5.0 Pros Product is very intuitive, easy to use, stable, and has advanced tax features, forms and calculations. Cons Support is great most of the time but a few times hard to get a hold of them. Very expensive relative to other products. Reason for choosing Taxprep Felt it advanced features and integration with my processes was not worth switching and risking any issues during a critical time period. Review Source WR Wendy R. Partner Accounting Used the software for: 2+ years ### "Great software but very expensive!" January 9, 2020 5.0 Pros I am a huge fan of the Taxprep T1, T2 and Taxprep forms. I find it easy to use, accurate and more sophisticated than most other software I have used with respect to complicated transactions. The technical support is also usually excellent. Cons However, I find the price very high and much more than the other competitor's products. My associates do not find the price differential "worth it" and are not sharing this product cost with me. I find the product superior but am debating whether I can still afford the high price. Reason for choosing Taxprep see comments above Review Source EC Emma C. principal Accounting Used the software for: 2+ years ### "tax prepare review" January 15, 2020 5.0 tax planning is good Pros all credits/payable can be seen in one place Cons price of software. and from trial to actual software there is difference that I don't aware when I use discount version Reason for choosing Taxprep same reason for switch, want to have all available functions of tax software. hard to switch back. Review Source DH Don H. Controller Management Consulting Used the software for: 2+ years ### "Taxprep" January 9, 2020 5.0 Generally a very good experience Pros The product is very user friendly and easy to learn. Taxprep has a very good diagnostics routine, which helps to eliminate any errors in the return. Cons I find the T2S9 a little cumbersome to amend each year. The sort feature is only alphabetical and I prefer the companies to be grouped alphabetically within year ends. We have over 30 companies with different year ends. The only way to add a company in the middle of the schedule is to redo the entire form. It would be helpful to be able to add a line wherever you want it rather that at the end. Reason for choosing Taxprep As it was 15 - 20 years ago, I don't remember if there was a viable alternative at the time. Review Source ML MARTIN L. OWNER Accounting Used the software for: 2+ years ### " CRITCAL REVIEW" January 18, 2020 5.0 Pros I am not computer literate, however, I find this software very easy to use I also find the help feature to be very helpfull Cons The pricing. I am 77 years old and am heading towards retirement. As my practice diminishes the costs become prohibitive. I have requested a seniors discount with no success Review Source AJ Adrian J. CEO Accounting Used the software for: 2+ years ### "Taxprep suite (T1, T2, T3)" March 16, 2021 5.0 Overall Wolters Kluwer is responsive when issues are raised. Pros The software is comprehensive, we have yet to find a situation not handled in the software. Cons Sometimes changes are made to the product that negatively impact workflow and efficiency, it seems like they were not tested in an office environment Review Source NS Nick S. Partner Accounting Used the software for: 2+ years ### "Taxprep - Hard to beat" November 8, 2019 4.0 making less errors in tax returns, helpful in tax planning for the future Pros The software is easy to use and has strong diagnostics Cons I would prefer if it was a bit cheaper, and if the T3 interface was more like the T1 Review Source Similar Products Featured ## Related categories [Corporate Tax](https://www.capterra.com/corporate-tax-software/)[Bookkeeper](https://www.capterra.com/bookkeeper-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.