# MyTAXPrepOffice Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about MyTAXPrepOffice Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more.

Source: https://www.capterra.com/p/179883/my-TAXprep-office

---

# 

 MyTAXPrepOffice Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 29, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

MyTAXPrepOffice

## What is MyTAXPrepOffice?

Are you tired of feeling trapped by the rising costs of your old tax prep software, but are too afraid to switch? MyTAXPrepOffice is here to take the fear out of switching! Our Customer Success Specialists will support you every step of the way. From help with conversion and set up, to a personalized 1-on-1 training session, our friendly and knowledgeable staff are standing by to make sure you experience a seamless transition. Say goodbye to rising costs and hello to efficiency. Visit our website to set up a free, no obligation demonstration to see why tax pros are switching to MyTAXPrepOffice!

## What is MyTAXPrepOffice used for?

[Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/)

Top alternative

Featured

Overall rating

Based on 234 user reviews

Reviews sentiment

Positive

90%

Neutral

3%

Negative

8%

Starting price

$695

Flat Rate, Per Year

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

-   Tax Practice Management / 2026

Do you work for MyTAXPrepOffice?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://mytaxprepoffice.com&name=MyTAXPrepOffice)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### MyTAXPrepOffice

4.5 (234)

VS.

[4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$695

Flat Rate, Per Year

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (234)

Ease Of Use

4.5 (3,594)

Value For Money

4.7 (222)

Value For Money

4.6 (3,004)

Customer Service

4.6 (226)

Customer Service

4.6 (2,901)

## MyTAXPrepOffice alternatives

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

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

Starting price

$349.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

67%

of reviewers

rated it above 4 stars

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

[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/)

[4.5 (274)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/)

Starting price

$170.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/179846/TurboxTax-Business/)

Highest Rated

[Spectrum Cloud](https://www.capterra.com/p/10031291/Spectrum-Cloud/)

[5.0 (2)](https://www.capterra.com/p/10031291/Spectrum-Cloud/#reviews)

Starting price

$4300.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10031291/Spectrum-Cloud/)

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)

[3.6 (25)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

Starting price

$2500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

68%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/79430/eDiscovery-Point/)

[View all alternatives](https://www.capterra.com/p/179883/my-TAXprep-office/alternatives/)

## FAQs about MyTAXPrepOffice

Overview

### What problems does MyTAXPrepOffice solve?

MyTAXPrepOffice solves slow, office-bound tax preparation, scattered client document collection, and difficult onboarding for new preparers by combining cloud access, a secure client portal, e-signatures, fast e-filing, and guided training. Small tax firms, solo preparers, remote teams, and growing offices benefit most from smoother workflows and faster return completion.

Answer based on 184 reviews

Overview

### Which roles and teams benefit most from MyTAXPrepOffice?

MyTAXPrepOffice is most used by tax preparers, accountants, CPAs, and enrolled agents who manage return preparation, client records, and filing workflows. Firm owners, presidents, partners, and CEOs use it to oversee operations, improve staff efficiency, and support tax practice growth, while managers and administrators handle daily workflow coordination.

Answer based on 234 reviews

Overview

### What company size and industries is MyTAXPrepOffice built for?

MyTAXPrepOffice is built for small businesses, which account for 100% of reviewers, primarily in Accounting at 79%. It also serves Financial Services firms at 9% and Legal Services at 2%. Its mobile professional tax prep focus aligns most closely with tax preparation, the main use case for 67% of reviewers.

Answer based on 234 reviews

Features and Usability

### What are the key features of MyTAXPrepOffice?

MyTAXPrepOffice includes core tax preparation and electronic filing tools, plus tax forms, tax calculation, and reporting. Differentiating features include a client portal for secure document upload and chat, digital signature collection, cloud-based mobile access, an activity dashboard, and access controls for multi-user tax practices.

Answer based on 114 reviews

Limitations

### Does MyTAXPrepOffice have bugs or reliability issues?

MyTAXPrepOffice delivers usable day-to-day performance for many preparers, but reliability feedback is mixed. Small practices often find support responsive when bugs appear, while others describe calculation errors, missing diagnostics, reload issues, and slow fixes for certain problems. Accuracy-sensitive firms may want to review returns carefully, especially during filing season.

Answer based on 49 reviews

Integrations

### Which third-party tools and platforms does MyTAXPrepOffice integrate with?

MyTAXPrepOffice integrates with Microsoft Excel, QuickBooks Online Accountant, and Canopy. These connections cover spreadsheet import, accounting data transfer, and client billing or document management workflows, giving tax preparers access to the core tools mentioned in product feedback.

Answer based on 11 reviews

Getting Started and Support

### How easy is it to onboard and train a team on MyTAXPrepOffice?

MyTAXPrepOffice offers live online training, webinars, videos, and documentation, with many reviewers highlighting helpful one-on-one walkthroughs and responsive support. Most preparers and new users get comfortable quickly because the interface is easy to navigate. Admins, switchers from other tax software, and users needing deeper setup or tailored instruction may need more time.

Answer based on 38 reviews

Getting Started and Support

### What customer support options does MyTAXPrepOffice offer, and how do users rate the experience?

MyTAXPrepOffice offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, patient, and knowledgeable, with helpful training and quick answers during tax season. Some reviewers report slower responses, unresolved tickets, and difficulty reaching phone support during software issues or peak periods.

Answer based on 134 reviews

Features and Usability

### How well does MyTAXPrepOffice handle tax preparation?

MyTAXPrepOffice handles everyday tax preparation well for many small firms, with easy navigation, cloud access, e-filing, and prior-year data transfer. Preparers like the straightforward workflow, business return support, and client portal tools, though some professionals report missing forms, calculation errors, and occasional reliance on support during busy season.

Answer based on 68 reviews

## Who uses MyTAXPrepOffice?

Based on Capterra reviews from the past 3 years

Company size

Based on 150 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 150 reviews

Finance & Accounting

33%

Finance & Accounting

33%

Administrative

27%

Consulting

14%

Entrepreneurs/ Owners

6%

Others

20%

Top industries

Based on 150 reviews

Accounting

82%

Financial Services

11%

Legal Services

3%

Insurance

2%

Other

2%

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Tax Forms

4.6 (167)

78.44% of 167 reviewers that rated this feature as important or highly important

It gives you access to a wide range of organized, up-to-date tax forms with easy navigation and instant form views. Reviewers appreciate the comprehensive selection and helpful links, though some mention minor display bugs and rare missing forms.

Tax Filing

4.7 (162)

76.54% of 162 reviewers that rated this feature as important or highly important

With this capability, you can file various return types efficiently and receive instant acceptance or rejection notifications. Reviewers appreciate the smooth e-filing, built-in error checks, and responsive customer support, though some mention occasional interface quirks and rare filing errors.

Tax Calculation

4.6 (153)

75.16% of 153 reviewers that rated this feature as important or highly important

This aspect helps you ensure fast, reliable, and accurate tax computations. Some reviewers find calculations generally precise and automatically updated, but a few note occasional issues with state forms and suggest there’s room for improvement in accuracy.

Document Management

4.5 (153)

68.63% of 153 reviewers that rated this feature as important or highly important

You benefit from easy document uploads, cloud storage, and organized access to client files. Reviewers indicate it keeps documents secure and accessible, supports e-signatures, and streamlines workflow, though some mention limits on document size and year-to-year access.

Client Portal

4.6 (109)

66.06% of 109 reviewers that rated this feature as important or highly important

MyTAXPrepOffice offers a secure, convenient portal for clients to upload, access, and sign documents remotely. Users think it saves time and reduces office visits, though some report occasional usability issues and wish for more intuitive navigation for clients.

Client Management

4.7 (118)

72.03% of 118 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

MyTAXPrepOffice 22 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage contact details and communication with clients

MyTAXPrepOffice offers a secure, convenient portal for clients to upload, access, and sign documents remotely. Users think it saves time and reduces office visits, though some report occasional usability issues and wish for more intuitive navigation for clients.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Software specialized for corporate use

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Electronic signing method that validates the authenticity and integrity of a digital document

You benefit from easy document uploads, cloud storage, and organized access to client files. Reviewers indicate it keeps documents secure and accessible, supports e-signatures, and streamlines workflow, though some mention limits on document size and year-to-year access.

Store and organize documents in a centralized system

Transmit documents to regulatory authorities over the web

Designed for tax practices

Access software remotely via mobile devices

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

This aspect helps you ensure fast, reliable, and accurate tax computations. Some reviewers find calculations generally precise and automatically updated, but a few note occasional issues with state forms and suggest there’s room for improvement in accuracy.

With this capability, you can file various return types efficiently and receive instant acceptance or rejection notifications. Reviewers appreciate the smooth e-filing, built-in error checks, and responsive customer support, though some mention occasional interface quirks and rare filing errors.

It gives you access to a wide range of organized, up-to-date tax forms with easy navigation and instant form views. Reviewers appreciate the comprehensive selection and helpful links, though some mention minor display bugs and rare missing forms.

Financial planning for tax purposes

Features

4.5 (234)

4.5

Based on 234 reviews

## Pricing

Value for money

4.7 (222)

Free Trial

[View pricing plan details](https://www.capterra.com/p/179883/my-TAXprep-office/pricing/)

Individual PRO

$695.00

Flat Rate,Per Year

Essential Plan

$995.00

Flat Rate,Per Year

Unlimited Plan

$1,295

Flat Rate,Per Year

Value for money

4.7 (222)

4.7

Based on 222 reviews

## Support, customer service and training options

Customer Service

4.6 (226)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (226)

4.6

Based on 226 reviews

## User reviews

Overall rating

4.5

Based on 234 reviews

Filter by rating

5(182)

4(28)

3(6)

2(4)

1(14)

Mentioned topic

Sorted by most recent

SD

Shirley D.

Owner

Accounting

### "Amazing team to work with"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 28, 2026

I have used MTPO for 2 years now and I just love them, not only the software, but the team that helps me when I don't understand how or why. It is very easy to use, and easier to understand. I love their prices and being able to add services or remote signatures (if needed) during the season.

Pros

Customer Support is amazing! Training, The value for my money, the Tax Portal, for client documents and remote client signatures. All of these and more.

Cons

I can't think of anything that I don't really like. I think getting my clients to upload their documents. That is probably the worst.

Switched from

[OLT OnLine Taxes](https://www.capterra.com/p/233261/OLT-OnLine-Taxes/)

After 2 years I was still struggling with navigating the basics in a tax return.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Erica P.

Tax Accountant

Accounting

### "Great product for a great price."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 28, 2026

It is a great software for small to medium size offices and they update the software regularly. They have added AI for data entry which reduces time in a return. And they have a price guarantee if you renew at end of season.

Pros

I love the web-based nature of the software because there is no need to download the software to use it.

Cons

MyTaxPortal does not let you share files with the customer which means that I have to provide that information outside of the program. Gives me security concerns.

Switched from

[TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/)

Looking for a product that was compatible with my Mac!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JL

Jessica L.

Partner

Accounting

### "Love it, will never go back to ex program."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 27, 2026

Overall experience has been great compared to the other program we use to use. Like stated before is it easy to understand and I appreciate customer service very much.

Pros

It is easy to understand the program and customer service is very helpful. The pricing is really great.

Cons

Nothing, all is great with the program. I have never had any issues and will let our friends and families know how great of a program it is.

Switched from

[TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/)

Customer service not the best and they didnt have as much features.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DB

Dominique B.

Strategic Partner

Accounting

### "The Best Cloud-based Tax Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 18, 2026

The service has been extraordinary. The staff is friendly, professional, caring, helpful and open to suggestions to improve user experience.

Pros

User-friendly and cloud-based. I can transfer over prior year's activity without manually adding the data into the tax software. New features such as AI Assistance helps save time on manual entry of data. It's secured portal helps maintain the integrity of client personal data. Client can e-sign their tax returns without being in the office. I can collect payment from clients without issues. It's cost effective for smaller tax firms.

Cons

Currently unable to receive email notifications without logging into the tax software everyday when a client completes a task such as uploading tax documents, completing a questionnaire, or when they ask questions.

Switched from

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

There are not any cloud-based options to access anywhere.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JC

Jo-Ann C.

Owner

Accounting

### "EXCELLENT TAX SOFTWARE"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 5, 2026

been with MyTaxPrepOffice when they first opened and definitely prefer it to other software I've used.

Pros

The customer support is excellent and today was above excellent...Athena showed me some great shortcuts and ways to get things done quickly . Value for money is good. everything actually

Cons

just 1 con...some of the new changes are not that easy for me as a senior. having a senior moment here to not able to describe changes that are more difficult than they were in the beginning. If they come to me i'll be happy to explain

Switched from

[TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/)

not happy with the software and was willing to try a new one.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PM

PLINIO M.

Tax Preparer

Accounting

### "Serious Accuracy Issues and Missing Forms During Tax Season"

2.0

Overall Rating

2.0

2.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

2.0

2.0

Likelihood to Recommend

3/10

April 27, 2026

My overall experience this tax season was frustrating due to repeated system errors and calculation issues. As a professional preparing a high volume of returns, accuracy and reliability are critical. Unfortunately, the software failed in several key areas, particularly with NJ state returns and credit calculations. The SCH-HCC issue alone impacted a large number of filed returns without any clear warning from the system. Combined with EIC and Child Tax Credit miscalculations, this creates serious compliance concerns and potential liability. While the software is easy to use, the lack of reliability and quality control this season outweighs its usability. Significant improvements are needed in calculation accuracy, form validation, and system testing before updates are released.

Pros

The platform is user-friendly and relatively easy to navigate. It offers a straightforward interface for preparing returns, and basic workflows are simple to follow. Integration with bank products like EPS is convenient when it works properly.

Cons

There were multiple critical calculation and form issues during the tax season that impacted accuracy and compliance: 1.Repeated miscalculations on NJ returns, including Earned Income Credit (EIC) and Child Tax Credit 2.NJ SCH-HCC form was not properly generated or required, resulting in approximately over 100 returns being filed without it. 3. Federal SCH 1-A was not included in several returns early in the season resulting in amended tax returns and client refund delays - until now some clients still have not received their refund since early janurary. 4. ncorrect exemption calculations on NJ-1040 after system updates. The system was marking qualified children under 17 as dependent attending to college. 5. Rental loss calculation issues on Massachusetts returns 6. Lack of proper diagnostics or warnings (e.g., missing forms or inconsistent filing statuses) - system allowing HOH filing when the tax payer didnt have a qualified dependent or relative. 7. Delayed or insufficient response to known system issues

Switched from

[Taxprep](https://www.capterra.com/p/185193/Taxprep/)

I switched from TaxWise to MyTAXPrepOffice looking for a more modern, cloud-based solution with easier access, better workflow efficiency, and integrated bank product features. I also wanted a system that would simplify client management and improve overall turnaround time during tax season.

Alternatives considered

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

Reasons for choosing MyTAXPrepOffice

MyTAXPrepOffice offered a more affordable pricing structure compared to alternatives like Drake Tax, along with a user-friendly interface and cloud-based accessibility. The platform appeared to provide a good balance between cost and functionality, making it an attractive option for handling a high volume of returns.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RB

Rita B.

Insurance Broker, Tax Professional

Insurance

### " \[sensitive content hidden\] my Godsend for the day!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 27, 2026

My overall experience has been wonderful. I think \[sensitive content hidden\] was fantastic. She knew the computer and was a whizz at what she did to help me.

Pros

\[sensitive content hidden\], our representative, was wonderful. She helped me with both amended returns. She stayed on the line with me the whole time. She was very polite, personable, and professional. She was wonderful. She is an excellent representative. I would like to send her a gift. She went the more than extra mile for me today. God bless her.

Cons

I can't think of anything at this time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RM

Rob M.

OWNER

Accounting

### "\[sensitive content hidden\] WITH SUPPORT SAVED THE DAY!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 15, 2026

Quick, easy and makes remote work simple for clients! Most of my clientele is remote and MTPO makes business smooth!

Pros

The convenience form-by-form and E-filing being a breeze! \[sensitive content hidden\] with support has helped me significantly!

Cons

A few bugs in the system and reloading application for the most part. Other than that Support has been amazing!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DN

Dahir N.

CEO

Accounting

### "Outstanding Experience with Sales & Training Teams"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 6, 2026

I had an exceptional experience working with both the Sales Team and the Training Team at MyTAXPrepOffice. From the very beginning, the sales process was smooth, transparent, and highly professional. The sales representatives were knowledgeable, patient, and genuinely focused on understanding my business needs rather than just making a sale. They clearly explained the features, pricing, and benefits of the software, making it easy for me to make an informed decision. What truly stood out was the seamless transition from sales to onboarding and training. The Training Team exceeded my expectations in every way. They were extremely well-prepared, detail-oriented, and committed to ensuring that I fully understood the system. The training sessions were clear, structured, and tailored to real-world use, which made learning the software both efficient and practical. Their ability to break down complex processes into simple, actionable steps gave me a lot of confidence as a new user. They were also very responsive to questions and took the time to ensure nothing was left unclear. It’s evident that they care about their clients’ long-term success, not just initial setup. Overall, I highly recommend MyTAXPrepOffice—not just for the software itself, but for the incredible support provided by both the Sales and Training teams. Their professionalism, expertise, and dedication truly set them apart.

Pros

What I liked most about MyTAXPrepOffice is how it brings everything together into one seamless, easy-to-use platform. The software is very intuitive, which makes navigating through returns, client files, and workflows extremely efficient—even during busy tax season. I especially appreciated the real-time calculations and instant form view, which helped me stay accurate and confident while preparing returns. The client portal is another standout feature—it makes communication, document sharing, and signatures simple and professional. On top of that, the support experience truly elevates the software. The sales team was knowledgeable and transparent, and the training team made onboarding smooth and stress-free. They took the time to ensure I fully understood the system, which made a big difference.

Cons

What I liked least about MyTAXPrepOffice is that, while the system is very powerful, there can be a slight learning curve at the beginning—especially when navigating some of the more advanced features or settings. It may take a little time to fully understand where everything is and how to maximize all the tools available. Additionally, certain workflows and customization options could be more streamlined. At times, a few processes require extra clicks or steps that could be simplified to improve efficiency, especially during peak tax season. That said, these are relatively minor concerns. With the help of their excellent training and support teams, it becomes much easier to get comfortable with the system, and the overall benefits far outweigh these small drawbacks.

Switched from

[TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/)

Cloud storage is an an important, affordability is also the key

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ES

Eric S.

Owner

Accounting

### "Excellent Tax Prep Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 30, 2026

The program is fast, performs exceptionally well, and offers excellent customer support. Overall, it provides the greatest value compared to any other software I’ve used.

Pros

Simple and easy to use, with powerful advanced features. Designed to keep the focus on completing the tax return, so you spend less time preparing returns and more time being productive.

Cons

Some forms that are standard in most tax preparation software are missing. At times, you have to move in and out of forms to manually add information.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/)

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