# Page 2 | Taxprep Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Taxprep ## Showing most helpful reviews Showing 26-50 of 215 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RN Raj N. C.A, , C.P.A Accounting Used the software for: 2+ years ### "CHARTERED ACCOUNTANT" November 27, 2024 5.0 GREAT AND USER OF THE PRODUCT ALMOST 30 YEARS. Pros RELIABILITY AND ACCURACY. GREAT TECHNICAL HELP. Cons GETTING TOO PRICY-GETTING TO A POINT OF BEYOND AFFORDABILITY. DIFFICULT TO REACH. Review Source CY Collin Y. Sole Practictioner Accounting Used the software for: 6-12 months ### "TAXPREP iFIRM" March 25, 2021 4.0 I integrated the iFIRM TaxPrep with iFIRM Portal / e- 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. We still offer the option to meet in-person. TaxPrep iFirm is integrated with the iFirm Client mgmt, Time & Billing software, which allows us to update client information once, in one location, instead of in multiple data bases, and locations. The software updates are done in the "background" which has saved me hours on the weekends during Tax Season. My office uses the client "dashboard" type features from the CCH TaxPrep Dashboard tool, to track client status, notes and who is working on the file. This has lowered my stress as I can see the data from my tool. Pros Product was easy to setup, and deploy to staff - simply gave them the log-in script to the firm web address. Any software product updates are done in the back end, generally overnight which means i am no longer installing an deploying the software updates on my firm server, then updating all the user accts on all the workstations. Can work on client files at the office, or remotely - as long as I have internet connection (which is an ongoing issue in the Territory where I live). Great tech support team - any questions, they were most helpful. Cons Being dependent on internet connection, internet up & down load speeds. The Territory where i live has very slow internet up & down transfer speeds. Am use to TaxPrep server software where data is transferred quickly making jumping between forms or family members's forms seamless. Web-based TaxPrep iFirm has a noticeable delay . After using TaxPrep server based software for over 30 years, I am still getting use to the new way of jumping between forms, adding forms, or drilling down on linked data cells. One major issue is being completely dependent on internet connection - if the one (1) fiber line to the Yukon is cut (which happens multiple times per year), then my office is has lost connectivity and production. Reason for choosing Taxprep Stayed within the WK/CCH TaxPrep software lineup because of familiarity, ease of transfer of older TaxPrep data files to iFIRM TaxPrep, have been using TAXPREP ( started with DOS version) for over 30yrs. Know what to expect from the software. TaxPrep customer support / tech support are great - can reach a live real person who actually wants to help and does help. Review Source ET Eric T. CEO / Director Financial Services Used the software for: 2+ years ### "Taxprep: The In's and Out's" March 2, 2023 5.0 Overall we are satisfied with this program. The price is a bit high but we get outstanding functionality and a great knowledge base to use with out staff. We will keep using this for many years to come hopefully Pros We process a multitude of tax returns for both personal and corporate. We deal with many companies and Taxprep has always been there helping us out. The programs are amazing and they offer amazing support and have a wide array of answers to many questions to help you along the way. Cons Sometimes the support team can forget about you and you feel forgotten about. But the most thing I like least is the pricing. Personally I feel the price could be lower as looking around at other software's to buy the prices are definitely lower in other markets. Just something to keep in mind. Review Source AO Alexei O. Accountant Accounting Used the software for: 2+ years ### "Title" May 6, 2021 4.0 It is best interface and using comparing to other product of the same domain. Pros It’s professional and pointed on formulars instead of simple data entering Cons It is expensive, version updating process is manual, it is slow starting, slow opens files. There is a list of problems and missing features that could be implemented: - Form 21200 makes wrong calculation of amount for QST refund (reported into VD-358) - CARE form took in federal consideration the amount entered in Quebec - it should not, because some times there is no deductible amount to federal side; - When TED federal fails, it should not try to send provincial; - in TP1 should be the possibility to transfer Québec refund into conjoint automatically, now it always manual; - Where is useless diagnostics in a report of depending person. Dependant have same address, but diagnostics is asking if he lives alone and two more related questions; - Then you try to open more then 5 pdf files (after generating pdfs) it always asking to confirm, because it maybe slow down the system. There is should be possibility suppress that confirmation forever. Like check box "Do not ask this question in a future"; - There is shoud be a summary page similar to DT max summary page - that shows essential information on one page; - Then a person have self-employe income (2125) and foreign employe income, program should not calculate RQPP on this foreign income. Review Source GA Glenn A. Partner Accounting Used the software for: 2+ years ### "Review of Taxprep" January 24, 2020 4.0 Pros The software is much more robust than other tax software we have used. There are many diagnostics that are available and the search function works well. We also like the link with their other client management system, iFirm. Cons The software is much pricier than other options. Customer support was very poor when we were attempting to purchase additional licenses. I would also consider training poor. It's hard to absorb all of the training initially when you don't know the software and you don't know the features and you don't know what questions to ask yet. They should come out after a year with an update training so the users can have much more specific questions they can ask. The multiple updates that we receive during the year is also annoying. We have to have our IT department update on each and every computer every time there is an update (which there are many) which costs us even more money. The old software we used, Profile, had an update feature that warned each user that an update was available when they were in the software and could click on a link and update themselves, without the involvement of the IT department. This is much more preferred. Our IT costs have gone up 20% when we changed over to Taxprep because of all these updates. Review Source JG Jerrold G. owner Accounting Used the software for: 2+ years ### "my comments" January 14, 2020 4.0 tax planning, and overall generation of the returns is excellent. The software often identifies filing issues and assists in focussing in on making sure the return will be accepted from CRA before filing. The help function could be a bit more comprehensive in moving to CRA data base or folios for referencing. Pros difficult to change to a different software company. we understand the product and interfaced for the most part having been using it for over 30 years!! So we know where to look for issues that pop up from time to time. Cons Setting up new year is a very time consuming process. The way in which the communication letters to clients, using data base to communicate blast letters to clients, or specific letters to clients, as well as user profiles from year to year could use some improvement. From a user perspective it is always an annual challenge to customize these features to suit our application. Consider we have one colour printer and the rest are black and white. So the letter to client and our invoice as well as the actual returns are printed on at least 2 different printers. And the cost of the program keeps increasing. Such increases are not easily passed on to clients when there is much competition to produce income taxes for no fee! Difficult to compete - which means you are pricing yourself out of my market! Review Source SK Scott K. Staff Acct & IT manager Accounting Used the software for: 2+ years ### "There's competition and then there's Taxprep" October 31, 2019 5.0 Our public accounting practice produces a thousand personal tax returns and hundreds of corporate returns, so a tax preparation software is critical. We started with Taxprep about a quarter century ago. The software continues to evolve. Every few years we look at a host of other preparation software and talk to other preparers in the industry. Given our client base, with its particular complexity, we can't imagine another software handling it all. We also prepare US tax returns and have gone through numerous software providers; our terrible experience with US tax preparation software makes us realize how lucky we are with Taxprep for our Canadian work. Pros Importing and exporting data - we use this in a host of ways. For example, we have developed our own processing dashboard, detailed label production that provides key data on the docket speeding intake or referencing, sharing info between files, billing management, analyzing client base for potential review issues, double checking filings, etc. Rich with nearly all required forms. Most complete of any tax software we have reviewed. Reliable. Cons The form layouts often have a curious arrangement to them which is not ideal for data entry. The drill down data on multi-forms (e.g. family member names) is inaccessible to the data reporter. Reason for choosing Taxprep Partly out of pain of switching but also the others all lacked something (forms, transfer, ...) Review Source DD Daniel D. Partner Accounting Used the software for: 2+ years ### "TaxPrep Review" January 17, 2020 4.0 Mixed feels about the software, as the installation and updating process is terrible, and getting someone on the phone for tech support takes way too long, and they don't always have the answers. So you can spend an hour trying to reach someone, only to find they don't yet have a solution for the issue, or they need time to fix it. But when the software is working properly it does allow for efficient production. Pros Teh diagnostics are generally pretty helpful. The layout of schedules is easy to follow. Cons Too many patches and updates required each year. Technical support keeps you on hold for a very long time every time you call (over 45 minutes on hold). Every time there is an update or new version released, we need to download everything and reinstall, where as other software providers make the process much more easy, and simply push the updates through automatically. Review Source PP Penny P. Senior Consultant Accounting Used the software for: 2+ years ### "Easy Import & Export Functions" December 10, 2021 5.0 Preparer and reviewer experiences Pros Easy import, input and download of information from CRA. Cons A cell ID mapping report could be made more available to tax professionals to allow for more streamlined return population. Reason for choosing Taxprep Easy bridging to data sources Review Source TS Tim S. Tax preparer Accounting Used the software for: 2+ years ### "TaxPrep" June 17, 2019 4.0 I have been using TaxPrep since 1991. I find the forms list to be the best feature. All forms in one list, not having to jump around or search to find a form. My overall experience is good. I'm reluctant to call Tech support with a possible error correction as the usual reply in years past was, "We have over a million lines of code to go through and will look into fixing it in next years program." Maybe TaxPrep has improved in this matter. Pros Forms manager - where all forms are in one list New employees find it easier to navigate Cons Cost. I purchased the entire TaxCycle suite of programs for less than only TaxPrep T1 Length of time taken to update necessary corrections after errors reported. Some Diagnostics are quite unnecessary. ie Not all non refundable tax credits have been used. Consider more income or less deductions. Reason for choosing Taxprep It would be a new learning curve for staff to learn a new program during tax time. Or a big time and money commitment to re-input existing tax returns in the fall before tax season. Review Source BW Bryan W. Senior Manager of IT & Operations Accounting Used the software for: 2+ years ### "Taxprep" November 5, 2019 5.0 I have been administering Taxprep since 2002. The program is consistently consistent. Very rare to find a major flaw, it just works. The advanced networking module is a must for a firm of my size and allows great customization for different groups. It just works!! Pros It does exactly what you want it to do. There is a reason why firms such as mine depend on Taxprep. It's not flashy, but certainly not basic. Regular updates keep it up with CRA changes and the customer support is always helpful. I could not imagine using any other software. Cons Due to the nature of the software, I need to keep all old versions up-to-date annually, manually changing the client letters and Electronic filing passwords. As the administrator, this is a tad time consuming. I wish there was a simple way to update all the software from one master console. Reason for choosing Taxprep There really was no choice, we have been using it for years, couldn't imagine using something else. Review Source JV Justin V. Senior Manager Accounting Used the software for: 2+ years ### "Taxprep review" October 31, 2019 5.0 As taxprep is starting to more and more integrate with iFirm and other products, having one major database to run it all it is quickly becoming the 2nd most used software in the firm. Pros Taxprep - both T1, T2 and Forms - are the most advanced and robust software on the market today. Not only does their T1 product have an over 95% CRA efile acceptance rate - but it is the easiest to use software we currently use. No matter if your tax returns are simple or very complex Taxprep can handle it by making it easier to prepare an accurate return. Cons It is expensive there is no way around that. But when you look at their development team there is a reason why. They put through changes and correct errors/problems at a speed you just won't see with any other software provider in Canada. Reason for choosing Taxprep We have never not used Taxprep - we have been in business since 1992 and have used Taxprep and its predecessor products ever since. Review Source LT Leonard T. President Accounting Used the software for: 2+ years ### "TurnerMoore LLP" January 9, 2020 5.0 Pros We have used Taxprep for 22 years. The product and technical support was always excellent. Three years ago technical support changed. The calculations and diagnostics are excellent. Cons We had printer issues which technical support and technical support was short and rude. We have sat on hold to speak to someone for a very long time over the last two years. It has become as bad as dealing with CRA. Last year Taxprep online was down for almost a month. We could not reach technical support. We could not do tax returns because it was down. We had no alternative product as it was totally down! THIS WAS NOT ACCEPTABLE. Our other office uses the desktop, and the desk top had restrictions during this period of an issue and was not usable. We pay a huge premium for taxprep. After 22 years both of our offices will likely be changing ta Review Source EG Ed G. Chartered Professional Accountant Accounting Used the software for: 2+ years ### "Review of T2 programs" January 9, 2020 3.0 Pros I have been using Taxprep for over 20 years. I am very familiar with the program. The program is relatively easy to use. I like the fact that the return on the screen is exactly the same as what is printed out. The diagnostics function is very useful. Cons I have noticed a change in version 2 of the T2 2019 program which is not at all useful. When you first open the program you used to be able to see certain information about each client without going into the actual file (i.e. the status, the year end, whether the return had been e-filed etc.). Now you have to actually open the particular client file to see that information. I don't know if this an option that has to be selected but I have been unable to find the answer. Extremely annoying. Also, the program has become quite expensive, especially for a sole practitioner. Review Source PM Puneet M. Partner Accounting Used the software for: 2+ years ### "Moving in the wrong direction" May 14, 2019 4.0 Formerly, Taxprep has been an essential part of our tool kit and helped us to deliver professional quality results. With the new changes, lack of support and the recent debacle with the ransomware issue, we are reconsidering our relationship with the company and its software. Pros Taxprep has outstanding features, functionality and ability to handle complex situations and calculations. Cons The new platform is not as good as the Classic. If lacks functionality, is buggy and unstable. To compound the problem, the company appears to scaling back its customer support. Wait times during the tax season were unacceptably long; we usually just hung up and did without. It is likely that due to the enormous screw up on the new platform the support team was completely overwhelmed. Formerly, I would have said that the support was one of the things I liked the best. Now, it is a disappointment. Review Source EL Edmund L. Senior Partner Accounting Used the software for: 2+ years ### "Taxprep Gold Suite" October 31, 2019 5.0 I have used Taxprep since 1991 and feel that while tax rules and computing platforms have changed significantly over time, the ease of use and as well keeping the jump codes consistent over the years have allowed for maintained efficiencies in our firm. We look forward to moving our platform over to the cloud in the near future. Pros I like the fact that the software is an industry leading software that many of our new staff have had experience with the software before they have joined the firm. The Gold Suite provides us with all the required tools to conduct our tax practice with tax calculations and error diagnostics that we can trust. Cons The software suite does not come inexpensive. We do appreciate that in order to produce a quality product research and development is require to properly test the tax calculations as well to ensure that the software works smoothly on our computing platforms. Review Source JB Janet B. Owner Accounting Used the software for: 2+ years ### "Great software!" January 9, 2020 5.0 I have worked with Profile and TaxCyle as well, and Taxprep is by far the most easy to use. I like that the schedules are laid out as printed, for the most part. Pros Easy to use, interface is self-explanatory. Default diagnostics are amazing and help to catch errors or oversights before filing. Cons Very pricey. Difficult to install. Takes a lot of time to convert previous templates and setting up the program every time there is an update (five versions of TP1 and at least two versions of TP2 each year). Does not work well with cloud-stored templates. For T2, it does not come with certain schedules unless you purchase add-ons (eg. Sch.12, Sch.429 IDMTC). Reason for choosing Taxprep Used by the big firms, this is THE software of choice for those that can afford it. Review Source RO Roy O. Tax Consultant Accounting Used the software for: 2+ years ### "CCH Wolters Kluwer Canadian & US tax software review" January 15, 2020 5.0 Generally good with small issues that come up time to time. Pros Comprehensive, easy to use and the standard in the industry Cons Very expensive. The constant need to keep updating the software for new versions. Difficult to set up the client letter in Canadian Taxprep. Is it possible to just update the software and the same version is good for all prior years? It would be great if the product could be modernized by using a digital platform rather than the old platform. The US tax prep software is much more modern compared to the Canadian product. why can't the same functionality be introduced to the Canadian taxprep product? Reason for choosing Taxprep Most comprehensive tax prep product in the market. Review Source AM Andrea M. Partner Accounting Used the software for: 2+ years ### "Taxprep review Nov 2019" November 5, 2019 5.0 Good product , good customer service when required, no complaints other than mentioned above Pros Easy to use although since i have been using for 15+ years familiarity also adds to ease of use. Cons requirement to open different versions of the software for different years' filings. Need to manage multiple versions or if you open an earlier year's return you need to ensure the right version has been opened. Solving this issue (as Profile does) would allow ranking of 10's Reason for choosing Taxprep Ease of use, continuity Review Source KZ Kelly Z. Senior manager Accounting Used the software for: 2+ years ### "Great product" October 31, 2019 5.0 It was a great upgrade from our previous software and it integrates well with the other software from cch which creates a great way for us to manage our midsized form. Pros The checkup is great for providing insight on things you might not think of. This program makes reviewing a breeze. Cons File management must be done in a specific manner otherwise the tools for connecting groups or running queries is a nightmare. We learned this the hard way. Review Source DH Dayna H. Director Accounting Used the software for: 2+ years ### "Taxprep Review" January 9, 2020 5.0 I have tried other tax software packages as I am a sole proprietor and I do find that Taxprep is the most expensive. However, I keep coming back to this software program as it is the best out there and the one that I am most comfortable with. Pros I like the overall functionality of the Desktop version. I'm still trying to get used to navigating the iFirm version of Taxprep. I like how I can link my large related and associated groups and it is just comforting to know that the calculations are correct. Cons The number of overrides that occur when you import a large associated and related corporate group. To remove the overrides is just time consuming. Review Source DB David B. Sole owner and operator of Professional Corp Accounting Used the software for: 2+ years ### "I do not have time" January 14, 2020 4.0 The on line review of the new Corp format was in my mind poorly provided. I admit i am not a strong computer person, particularly when new formats are provided. The session when so fast I had could not find some of the new identifies of what was being talked about. I asked if there was a manual (even small related to the identifies of the Taxprep), but there is nothing. I have provided my own, I think. Pros It does the calculations and relates to the CRA forms Cons Getting more complicated with less assistance from Taxprep for which more documentation could be provided. Reason for choosing Taxprep It appeared to be a better product. Review Source JN John N. Partmer Accounting Used the software for: 2+ years ### "Quick access" November 5, 2019 4.0 The software is reliable with few bugs Pros Comprehensive software that can handle almost any tax issues Cons Opening old files can be frustrating. When opening old files a user is required to use the version of T2 software the file was created in and you cannot open the file with an older version of the software. It would be helpful if a user could determine which version of the T2 software the file was created in. The Profile system names to work better on this matter. The Taxprep forms e-file system as not as easy to use as the T1 and T2 e-file systems. Review Source SV Shabir V. Partner Accounting Used the software for: 2+ years ### "Using Taxprep Platinum Internet" November 12, 2019 4.0 It helps us in doing what-if scenarios for tax planning. Pros It's a dependable - intuitive - quality software. Cons 2018 tax year was the year when the speed of loading the software has been too slow. Clients also had trouble printing the T183's to scan back to us. Hopefully, in the 2019 season - it will be back to normal in terms of speed and quality. Alternatives considered [Client Book CRM](https://www.capterra.com/p/131308/Client-Book-CRM/) Review Source DS David S. Partner Accounting Used the software for: 2+ years ### "Long Time User" October 31, 2019 5.0 Pros The Taxprep programs that we use (T1, T2, T3 & Forms) are generally very reliable for both the returns/forms produced by them and their operations (rarely crash or cause other problems). Cons We run the programs on a network and the Forms program requires a complete installation rather than an update when updated version of the program is released during the year. This is not a huge problem, but it does mean that an update for Forms requires more time as the settings have to be reconfigured and checked. Review Source Similar Products Featured