# Page 3 | Taxprep Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Taxprep ## Showing most helpful reviews Showing 51-75 of 215 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use GG Gary G. CPA Accounting Used the software for: 2+ years ### "It works for most returns" March 22, 2021 4.0 Taxprep user since 1986 doing a few hundred returns every year. Pros Connect feature downloads nicely. Diagnostics are for the most part helpful. Cons Not great for nonresidents or foreign income where I would give it 2 stars. Foreign tax credits are particularly weak. The update schedule to fix software errors is not frequent enough. The delay to be able to print paper filed returns like Sec 216 every year is unreasonable. Customer support is poor. There is no method to recommend improvements to software. Review Source DW Derek W. Partner Accounting Used the software for: 2+ years ### "Only tax preparation software that we have ever used!" October 31, 2019 5.0 Our overall experience has been great. We haven't even bothered to consider switching to another product in the last 20 years and we have been using Taxprep since at least 1985. Pros Accuracy, consistency of product, support available when you need it. Cons Over the years there have been growing pains depending upon changes to the tax act and receiving final filing versions in a timely manner for some of our clients who want to file quick to receive their refunds. We have found the timeliness to be better in recent years. Review Source NC Nicholas C. President Accounting Used the software for: 2+ years ### "T2 Taxprep" January 24, 2020 5.0 I am using Taxprep as more of a tool, than just a T2 preparer. The ability to provide real-time calculations for such things as interest/penalties is beneficial. In addition, using the return as a first step for advanced research. Also useful as a training tool for Clients. Pros Taxprep has always been my Corporate tax return preparation software of choice. The layout, diagnostics and ease of use have always been one I like the most. However, this year we added IntelliConnect, which takes the software to a whole new level. Having research tied directly to a cell within the tax return ensures you are providing your Client with the most complete and accurate deliverable possible. Cons I would like more functionality in terms of uploading certain schedules, not just GIFI, from excel working papers, or other software. Reason for choosing Taxprep Familiarity of use and ability to connect IntelliConnect with Tax Return Review Source WM William M. Chief of Operations Accounting Used the software for: 2+ years ### "CCH Taxprep review" May 8, 2019 5.0 Sometimes the software helps us with certain calculations where our tax expertise may be a little fuzzy. It helps to educate while being reliable. Pros Taxprep has been an easy to use reliable product for years. We have never had any urge to switch products. We will continue to use CCH products well into the future. Cons Physical archive discs. I receive numerous archive cd's throughout the year. Please provide a single USB flash drive once per year with the entire suite of backups. Review Source BB Betty B. accountant Accounting Used the software for: 2+ years ### "good professional program" October 31, 2019 4.0 Pros diagnosis is detailed, highlighting the cells you entered last year to make sure you don't forget anything. Cons you cannot reference every cell, sometimes you have to know where to enter data and which schedule to use. it is unclear which schedule you have to print out for paper filing. no option for estimating/comparing different tax scenarios. Review Source SB Sheila B. Accountant Accounting Used the software for: 2+ years ### "Software" January 9, 2020 5.0 I do not like the fact that the software no longer supports Windows 7. I was using the scanning feature which required Windows 7 Pro even though at that time, Windows had a more advanced version. Now it is not supported any longer. Pros I have always like the tax software because it has every schedule you could possible imagine. Other tax software programs are limited to the specific schedules they provide. Cons The software is costly would be the only con of this program Review Source RS Rupinder S. Tax Consultant Accounting Used the software for: 2+ years ### "Taxprep-features i like" January 20, 2020 5.0 Saving my lot of time and do work efficently returns and most important .. clients satifications Pros Import data from CRA, which give 100% accuracy.. Cons Imprt data from CRA web and easy find oy Sch Switched from [Profile](https://www.capterra.com/p/50774/Profile/) Its hard to use or find out sch... Review Source JS Joel S. Partner Accounting Used the software for: 2+ years ### "BEST TAX SOFTWARE IN CANADA" January 15, 2020 5.0 We have never had a tax problem that could not be handled successfully by the software and Taxprep's support staff. Pros We have been with Taxprep since the very beginning. Ease of use, accuracy and outstanding support make it ideal for a professional accounting practice such as ours. Cons The software is pricey in relation to its competitors and for a small practice it can be a difficult choice. Prices increase annually. Review Source LR Lorne R. Partner Accounting Used the software for: 2+ years ### "Taxprep" November 6, 2019 4.0 Pros Professional feel and always current with new standards Cons The multiple versions of the software and having to identify which version to use when opening an old tax return Alternatives considered [Profile](https://www.capterra.com/p/50774/Profile/) Reason for choosing Taxprep More familiarity Review Source PK Puneet K. Senior Tax Lead Management Consulting Used the software for: 1-2 years ### "Great app available online!" July 21, 2021 5.0 Great experience! It makes your life easy. Must try! Pros It is automated and saves a lot of your time. It gives a real time experience. It saves your progress. Cons Some of the features are quite complex and take more time. Also, there are some features which are not necessary. Review Source JL Jackie L. Parnter Accounting Used the software for: 2+ years ### "an expensive software for professional users" December 1, 2020 5.0 It is only for very professional users for complicated cases Pros relatively appropriate set up on complex cases, with elections required by CRA. give explanations on potential diagnostics. Cons not very user friendly. Some simple input were designed to very indirectly complicated way to link the numbers. Very expensive Review Source JS Janice S. Consultant Accounting Used the software for: 2+ years ### "TaxPrep Review" March 25, 2021 4.0 Pros The comprehensiveness of the programs to address most issues and tax situations. Cons The TaxPrep letters are harder to modify and I do not like the use of "federal return" when all of my clients only file federal returns. TaxPrep is getting too expensive - annual increases are not warranted last increase was 6.5%, 5% the prior year and 7% the year before. Review Source GF Geoff F. Sole Proprietor Accounting Used the software for: 2+ years ### "Love TaxPrep" March 25, 2021 5.0 Exactly what i required and fulfilled my expectations Pros Worked with Taxprep products my entire career as a Tax Partner with a Big 4 firm. On retirement I have continued to consult to a select few clients and the Taxprep software fully accommodates my need Cons Nothing noted - given my background with TaxPrep continuing to use on my own after retirement was seamless Reason for choosing Taxprep N/A Review Source DP Dennis P. Vice President Accounting Used the software for: 2+ years ### "Taxprep Review" January 20, 2020 4.0 I have been using Texprep since almost day one and have been relatively happy with it. It is becoming extremely expensive and harder to use. The new so called enhancements have not improved the program and has been a learning curve headache. Pros Jump codes hardly ever change It is easy to set up the program except the client letters Cons Location and size of the icons Client letters are difficult to set up . Review Source sK steve K. owner Accounting Used the software for: 2+ years ### "Review" January 9, 2020 3.0 Pros I love the diagnostics. This package is the most in depth compared to other packages. When I use Taxprep I am confident that the program is getting everything right. Cons They converted to a new version that is much less user friendly which is really hurting the product. I will definitely ask for a discount in the future. Reason for choosing Taxprep Better product Review Source DW Douglas W. Owner Accounting Used the software for: 2+ years ### "Tax Prep user from the beginning" January 10, 2020 5.0 Pros Most comprehensive tax compliance and research software with quality training and updates. Cons No concerns on compliance software. I find initial research still begins with a paper copy of the Act to read the index to find and read the relevant sections. Intelliconnect is useful for next level to find commentary and research documents. Review Source RS Rupesh S. Accountant Building Materials Used the software for: 2+ years ### "Taxprep is one of the topmost software " March 30, 2022 4.0 Overall a good software for beginners as well as experienced Pros Easy to understand and use as a first time user. Cons Cant say that there are any cons. But, found bit difficult to integrate with quickbooks Review Source BT Brian T. CPA Accounting Used the software for: 2+ years ### "Taxprep review" January 9, 2020 4.0 Pros Fairly intuitive to use and easy to train new employees on it. Cons The most recent versions are running slower than the prior versions Reason for choosing Taxprep I set up my own firm a number of years ago and they were using Taxprep, so being familiar with the software I saw no need to try something else. Review Source VL Veronique L. Associée fiscalité Accounting Used the software for: 2+ years ### "Great application for an accounting firm" March 16, 2021 5.0 I use it every day : Taxprep T1, T2, T3 of Forms ar part of my daily work load. Always happy to see the resulting documents because it is efficient. Pros It works great : efficient, easy to use and the real-time impact on the bottom line is appreciated. Cons Expensive, but we need the exact information reporting, so we buy again and again. Review Source LB Lise B. Partner / Account Manager Accounting Used the software for: 2+ years ### "Reliable" March 17, 2021 5.0 Since we are very familiar with the software, efficiency is the big thing for us. Pros I've been using this software for over 25 years now. I find it very reliable, well structured, and appreciate the webinars that WK offer as a support for the software. Cons There is nothing about the software that we don't like. Review Source GA Gregory A. Tax Analyst Music Used the software for: 2+ years ### "Industry Standard" January 9, 2020 4.0 Pros This software is the one of the best softwares in the industry, and it has been used at my last 3 employers. The learning curve is slightly steep for those without a deep understanding in tax, however, once you get the hang of it, the software is quite intuitive. Cons I would absolutely love to be able to open to instances of the software and view two tax returns simultaneously on my two monitors. This way I can compare with the prior year, and I can compare it with other companies to ensure consistency across groups, and years. Reason for choosing Taxprep The software is an industry standard, and I had been using it from prior workplaces. Review Source AU Allan U. Vice-President Accounting Used the software for: 2+ years ### "Best software for all scenarios" November 5, 2019 5.0 Pros It can handle all situations and is easy to navigate from screen to screen. Very powerful and fast Cons Expensive, but still worth the money. However, i would like to see a functionality to be able to copy client and Firm data from T1 software to T2, T3, Forms, and vice-versa Review Source SC Sandra C. Partner Accounting Used the software for: 2+ years ### "TaxPrep Review" October 31, 2019 5.0 We have used Taxprep for over 15 years and it is user friendly, competitive price and updates are regular. Pros Taxprep is user friendly. It is easy to set up the profile each year. Updates are received on a regular basis. Cons The only Taxprep program that is not user friendly is Taxprep for Trusts. Review Source DK Dennis K. Tax Partner Accounting Used the software for: 2+ years ### "Taxprep" November 12, 2019 5.0 Pros The fact that the program is updated with new tax changes on an efficient timeline. The was one of the main reasons that we changed software. Cons The new version changes make it harder to find some of the icons and shortcuts that we were used to in the prior version. Review Source LW Lorie W. bookkeeper/taxp preparer Accounting Used the software for: 2+ years ### "TaxPrep is quality" January 9, 2020 5.0 Because TaxPrep became so expensive I tried switching to other programs. One was horrible and the other was ok but still didn't compare to how well TaxPrep optimizes credits etc for couples. Pros \-accuracy with optimization -ease of use Cons I find it very expensive and it keeps getting worse. Reason for choosing Taxprep quality and accuracy Review Source Similar Products Featured