# MyTAXPrepOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is MyTAXPrepOffice the right Tax Preparation solution for you? Explore 234 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 --- MyTAXPrepOffice 4.5 (234) [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/) * * * Last updated April 29th, 2026 # Reviews of MyTAXPrepOffice Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews DN Dahir N CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “The software is very intuitive, which makes navigating through returns, client files, and workflows extremely efficient—even during busy tax season.“ April 6, 2026 Erica P Tax AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “MyTaxPortal does not let you share files with the customer which means that I have to provide that information outside of the program.“ May 28, 2026 DN Dahir N CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “I especially appreciated the real-time calculations and instant form view, which helped me stay accurate and confident while preparing returns.“ April 6, 2026 LC Laura C AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “In the middle of tax season, it is taking up to 3 days to get an email response regarding technical issues that chat or phone specialists are unable to resolve.“ January 9, 2026 LC Laura C AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “The platform has evolved considerably to better accommodate corporate entities and more complex business filings.“ January 9, 2026 PM PLINIO M Tax PreparerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “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.“ April 27, 2026 PM PLINIO M Tax PreparerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “It offers a straightforward interface for preparing returns, and basic workflows are simple to follow.“ April 27, 2026 PM PLINIO M Tax PreparerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “The SCH-HCC issue alone impacted a large number of filed returns without any clear warning from the system.“ April 27, 2026 ## Showing most helpful reviews Showing 1-25 of 234 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Erica P. Tax Accountant Accounting Used the software for: 2+ years ### "Great product for a great price." May 28, 2026 5.0 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 DN Dahir N. CEO Accounting Used the software for: Less than 6 months ### "Outstanding Experience with Sales & Training Teams" April 6, 2026 5.0 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 PM PLINIO M. Tax Preparer Accounting Used the software for: 6-12 months ### "Serious Accuracy Issues and Missing Forms During Tax Season" April 27, 2026 2.0 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 Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason 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. 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. Review Source AA AHMED A. TAX ACCOUNTANT Accounting Used the software for: 2+ years ### "GREAT SERVIVE FROM ATHENA" March 12, 2026 5.0 Pros \[sensitive content hidden\] WAS WONDERFUL. SHE IS VERY KNOWLEDEGABLE, INFORMATIVE, WILLING TO HELP WITH A SMILE. THANK HER FOR THAT. Cons IT'S NOT AS EASY AS IT SHOULD. YOU ARE NOT AVAILABLE ON THE WEEKEND. IT'S HARD TO BELEIVE THAT THERE IS NO HELP ON THE WEEKEND OF AFTER FIVE O'CLOCK. THOSE TIMES ON THE WEEKENDS AND AFTER 5, ARE THE MOST NEEDED HELP BY ALL THE TAX ACCOUNTANTS Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) BECAUSE OF THE PRICING - THANK YOU SO VERY MUCH Review Source Response from Advanced Tax Solutions March 13, 2026 Thank you so much for the 10/10 review and for the kind words about our team member! We're thrilled to hear she was knowledgeable, informative, and happy to help. We'll be sure to pass your feedback along to her. It will absolutely make her day! We also wanted to clarify that our support team does offer extended hours during tax season to help tax professionals when they need it most. Our current support hours are Monday through Friday from 9:00 AM to 9:00 PM EST and Saturday from 10:00 AM to 5:00 PM EST, so assistance is available during evenings and weekends as well. Our goal is always to provide friendly, reliable support whenever our customers need us. Thank you again for the thoughtful review and for being part of the MyTAXPrepOffice community! SD Shirley D. Owner Accounting Used the software for: 2+ years ### "Amazing team to work with" May 28, 2026 5.0 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 DB Dominique B. Strategic Partner Accounting Used the software for: 2+ years ### "The Best Cloud-based Tax Software" May 18, 2026 5.0 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 JL Jessica L. Partner Accounting Used the software for: 2+ years ### "Love it, will never go back to ex program." May 27, 2026 5.0 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 JC Jo-Ann C. Owner Accounting Used the software for: 2+ years ### "EXCELLENT TAX SOFTWARE" May 5, 2026 5.0 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 RB Rita B. Insurance Broker, Tax Professional Insurance Used the software for: 2+ years ### " \[sensitive content hidden\] my Godsend for the day!" April 27, 2026 5.0 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 RM Rob M. OWNER Accounting Used the software for: 1-2 years ### "\[sensitive content hidden\] WITH SUPPORT SAVED THE DAY!!" April 15, 2026 5.0 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 RN RUDY N. OWNER Accounting Used the software for: Less than 6 months ### "EXCELENT PRODUCT" February 18, 2025 5.0 GREAT EXPERIENCE AND SERVICE, THEY ARE AVAILABE WHEN YOU NEED ASSISTANCE Pros EXCELENT SERVICE AND GREAT TOOLS THAT ALLOW TO WORK FAST Cons APPOITMENT INVITATION NEED SOME IMPROVMENT, EXAMPLE: SENT INVITE TO CLIENT Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing MyTAXPrepOffice SERVICE THAT I RECEIVE WHEN I MEET WITH SALES DEPARTMENT Switched from [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) LOOKING FOR BETTER SERVICE AND SOFTWAR THAT ADDAP TO MY NECESISTY Review Source GP Gloria P. Enrolled Agent Financial Services Used the software for: Less than 6 months ### "Impressed!" May 8, 2025 5.0 Overall, I had a very good experience with my introduction to My Tax Prep Office. Pros I like the way certain features, like Portals, are embedded into the software rather than having to be added on. Cons I can't say that there was anything I didn't like...yet anyway. I didn't get to know the intricate details of how everything works in my initial training session. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I Like My Tax Prep Office setup better. Takes less time. Review Source AF Aryan F. Owner Accounting Used the software for: Less than 6 months ### "Amazing teamwork and service by the whole team" January 8, 2025 5.0 I have had an amazing experience from the sales demo to onboarding to continued support. I am hoping using the software will as pleasant as the experience I have had so far with the support team. Pros The attentiveness and willingness to help and provide excellent support by the training and support team. Cons I have not come across anything or any choice on the software that has made me dissatisfied. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I liked the presentation of the software. I enjoy how easy it is to use and find forms and other information. Review Source BA Brafi A. OWNER Accounting Used the software for: Less than 6 months ### "GREAT COMPANY" December 10, 2024 5.0 MY TAX PREP IS OVERALL A GREAT TAX SOFTWARE. Pros FRIENDLY PROFESSIONAL APPROACH, GOOD CUSTOMER SERVICE. Cons ADAPTATION TO NEW SOFTWARE AND i CANNOT PAPER FILE SOME OF THE STATES Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing MyTAXPrepOffice THE COST BASICALLY, AND THE PROFESSIONAL CUSTOMER SERVICE Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) COST OF PROSERIES WAS TOO MUCH FOR ME TO AFFORD Review Source VR Verified Reviewer Accountant Accounting Used the software for: Less than 6 months ### "Mission Accomplished" January 19, 2025 5.0 I hope every experience with support is that wonderful. Kudos! Pros Very professional. Took the time to answer all my questions. I am new to my tax prep office and I was impressed. Cons I wish they were longer hours for support Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Cost of product. I was happy with my software but Mytaxprepoffice was significantly cheaper. Review Source HW HOWARD W. SR. TAX CONSULTANT Accounting Used the software for: Less than 6 months ### "SETTING UP MY COMPANY WITH EASE." October 23, 2024 5.0 Very Positive, the Portal layout is very easy to move from one category to the next. Everything is right in front on your screen. Pros The ease to find or navigate throughout the software. The Tech support Rep. \[sensitive content hidden\] was very knowledgeable and helpful, setting up my business. Cons So far I have not encounter any issues with the software. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) The most important was the Price, I could now afford to buy 2 years of MyTaxPrepOffice for less than what 1 year with the other company charge me. Review Source GB Genevieve B. President Accounting Used the software for: Less than 6 months ### "Very User Friendly " December 28, 2024 5.0 It was very clear and understandable of what and were I should go to get help topics Pros It seems to be very users friendly. I have more features with this package than previous ones Cons I am not sure because I haven’t get the chance to navigate the product by myself. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) The pricing of the package was more reasonable. Review Source MH MARIA H. OWNER Accounting Used the software for: Less than 6 months ### "EAGER TO TRY SOFTWARE " July 19, 2024 5.0 I LOVED THE ONE ON ONE SERVICE. THE SALES PERSON WAS PERSISTENT BUT NOT OVERBEARING. ALLOWED ME SPACE TO MAKE MY DECISION. WAS NOT ANNOYED BY MY QUESTIONS. THE TRAINING WAS VERY THOUROUGH WITHOUT IT BEING TOO MUCH. IT WAS CONVENIENT AND INSIGHTFUL HIGHLIGHTING THE MOST IMPORTANT PARTS OF THE SOFTWARE. Pros I LIKE THE SETUP, THE EASY ACCESS. THE COLORS, THE DASHBOARD IS SUPER CONVENIENT. Cons A LITTLE OVERWHELMING. I GUESS WHAT I LIKED THE MOST ABOUT HAVING SO MUCH ACCESS ALSO BECOMES A LOT. AS YOU BECOME MORE FAMILIARZIED IT BECOMES EASIER TO MANAGE. Alternatives considered [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) Reason for choosing MyTAXPrepOffice THE SALES PERSON WAS VERY KIND, INSIGHTFUL AND PATIENT WITH MY QUESTIONS AND WAS NOT OVERLY PUSHY WITH THE PRODUCT. Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) IT IS A GREAT SOFTWARE, I HAVE HAD NO ISSUES; HOWEVER, IN COMPARING THE FEATURES MYTAXPREP OFFERS IT IS SIGNIFICANTLY MORE FOR LESS MONEY. THE ADDITIONAL FEATURES, AND THE SETUP AND ACCESSIBILITY MADE ME TRY NEW SOFTWARE AFTER 15 YEARS OF USING TAXACT. Review Source LC Laura C. Accountant Accounting Used the software for: 2+ years ### "Reliable Software with Great Recent Improvements" January 9, 2026 5.0 I've had a very good experience with MyTAXPrepOffice. The platform is effective. I have noticed that they have significantly improved the business-related features over the last few years. The platform has evolved considerably to better accommodate corporate entities and more complex business filings. This continuous development shows a strong commitment to meeting the expanding needs of tax professionals. Pros What I value most in a software provider is a comprehensive approach to assistance that combines accessible customer support via phone and chat—specifically with extended hours—and the strategic integration of AI. Cons In the middle of tax season, it is taking up to 3 days to get an email response regarding technical issues that chat or phone specialists are unable to resolve. Review Source TL Tina L. ERO Accounting Used the software for: Less than 6 months ### "GET IT, YOU WONT REGRET IT" March 13, 2026 5.0 Amazing, AND EASY TO NAVAGATE, I love how I don't have to train my employees because they train them for me Pros \[sensitive content hidden\] was nothing short of amazing. She answered all our questions and even seen things we didn't see and explained them. With customer service like this we wont ever go anywhere else. The system is easy to understand and has so many pros. Love it! Cons Navigation is easy, it wont allow you to fail, you will have a personal assistant and classes to take if you choose. Review Source HT HUMBERTO T. realtor Real Estate Used the software for: 2+ years ### "great job with support" April 4, 2025 5.0 Pros It's great software and love how support helps resolve any problem but better yet to understand the issues and resolve the issues Cons I can't think of anything right now but if something comes up I will make a note\\ Review Source LN Lynn N. manager Accounting Used the software for: 1-2 years ### "941 Payroll" January 31, 2025 5.0 Great services. MyTaxPrepOffice gain a great team member, \[sensitive content hidden\] who was so knowledgeable. I would like to rate her as 5 star. She answered my concern within a few minutes. Very patience. Pros MyTaxPrepOffice is great! Their payroll system and Income Tax program not the best, however, 70% of the tax forms were user friendly than my prior software provider. Cons It would be great if the tax forms had more color coding, example like the red code is remand to fill in the blank while the blue code does not require. Blue code is an optional, however, some of the blue code should be red code to show it is required to avoid IRS rejection Switched from [Namely](https://www.capterra.com/p/143606/Namely/) Prefer payroll and income tax all in one. Review Source TO TOMAS O. owner Accounting Used the software for: 1-2 years ### "amendment in some problems of my returns" February 8, 2025 5.0 excellent service good program and much better and simple program in two of my problems helped me to solved . Pros service and professional manners the personnel helped me all the way to resolve my problem Cons top service he guide me and resolve all my problems with explanation. Review Source TH Tacita H. Tax Preparer and Consultant Legal Services Used the software for: 2+ years ### "Great Training" January 11, 2025 5.0 My overall experience with MyTAXPrepOffice has been great, i haven't had any issues with this software. It is easy to navigate and use. \[sensitive content hidden\] was a great trainer. Pros This training was great. I learned how to use the software more. I have used this software before but I was limited, now I'm not. I spoke with \[sensitive content hidden\] and she was very helpful and showed me a lot about the software that I didn't know. Cons N/A I love this software. There is nothing least that I like. Review Source TW TABITHA W. Accountant Accounting Used the software for: I used a free trial ### "BETTER THAN MY OLD SOFTWARE" August 6, 2024 5.0 It has been a good experience so far and I like what I have seen. Pros The functionality of the software was easy. Cons It has too many questions during the interview mode. Switched from [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) I found to be better than what I was using. Review Source Similar Products Featured