MyTAXPrepOffice

Tax year ended 12/31/22 I moved from Intuit Pro Series to My Tax Prep. Change is not always easy, but this conversion with the assist from their technical support team was manageable. A Success!

After early issues, I contacted the company to cancel my service. Despite the fact that the sales manager I dealt with was incredibly rude, I ignored my gut feeling and decided to give this program a shot, primarily on the promise that e-filing would be much easier.

Now here we are, March 15,2019 and the tax forms for filing for an S-Corp in Indiana still are not ready, and not just infrequently used forms, but page one of the Indiana IT-20S. I've been assured that the issues will be resolved before the due date of the return, but we should not be put in a position where we have to explain to clients that we will need to file their federal return today and their state return at a later date.

Additional issues include:
Items that require the preparer to override entries that are incorrectly inserted from elsewhere.
Forms that should be created based on entries are not always triggered.
Required entries on forms are not always required by the program.

I had high hopes for this program, but you'll be disappointed if you go in with even the most modest expectations. This program's shortcomings have necessitated the purchase of our previous package to complete returns. It has cost me extra money and significant time.

I used this software for 2021 tax season. I had many issues when i try to comunicate by phone with the managers. They are so rude and all time theirs answers is: "we do not advise for prepare taxes" but my quuestions all time concerns to problems with the software. The decided do not renovate with me but i paid for sevices for tax season 2021. They have not provide me support by phone so this is not a good process with the clients. I feel so furstrated. Anaybody knows regulations for this issuue.

My name julio picco my phone *******980

Even though they supposedly gave me a 2nd year for free. I will not use this software again. They claimed it was a Client Portal. Not once did it upload W-2s for my clients. To get my client's copies of their returns, if they did not capture it during the signing, I had to DocuSign the return. They could not even file my S-Corp's State return. I had issues with Individual state returns. I did 20 some returns and there was not one of them that I did not curse this program over. I have been doing taxes since 1988 and used Drake, Tax Works, Lacerte, Ultra Tax and more. I'm going back to Drake. Don't buy their story. Their support people were even frustrated with the constant changes and not knowing how to help the client's.

I am wondering if these individuals that recommend this software are employees for Mytaxprepoffice?
I can list a number of reasons why you should avoid using this software.
1. The sales representatives lie and tell you it's a 30 day return policy, after buying the software and requesting a refund that is when you will find out it's only a 14 day return policy.
2. The software has a number of issues, it will either freeze up, miscalculated the return, or give you error messages. The support team can never fix it on the spot, and will tell you someone from their development team will contact you the next day. Hopefully your not like me and have this happen to you while you have a client. I loss 5 clients so far this year due to this situation
3. The Pre Acknowledgement Loans does not work properly and the software continues to try to blame the bank when it's the software. As a result I have loss 10 clients, because I am unable to perform the loans.
4. They have lied to us telling us the client portal will be up and ready, and it is not. They have been telling us this for 3 weeks.
These are just 4 of the issues very early in the season. I am truely upset at myself for purchasing this software.

I would not recommend anyone to use this software it will cause you to loose clients, loose profit, and give you a bad reputation being that your the face of your office.

This year I am really surprised at the speed with which they answer the phone, resolution of the problem, I definitely stay with this software, I have been changing for more than 5 years and MyTAXPrepOffice, it is friendly, with less expert preparers like me, I recommend it 100%

This company told us we had to renew with them or not get the Add on Fee... mind you that happened after we renewed...which was shady but I went for it because I didn't have many problems out of the software, had been with them at least 3-4 years... then for 2022 it was a hot and cold mess... problems everyday... it didn't get sent to the bank...oops... it didn't get sent to the state... oops... people had to wait 10 week to get their money because the bank bounce it back...I lost a lot of money and customers...now we just charge higher prices and forget the add on fee... no only you don't get the 15 percent... you lost customers... how is being greedy little people going for you... I sent all the tickets numbers to the BBB with my complaint, and I plan on talking to a,, That's like going to store for milk, give them 20 bucks and they tell you...if you want your change you can only buy milk from us... after I gave them my money... what the difference...I am also contacting my State Rep... and anyone else who will listen

I purchased the program this year. It was good price. Very helpful representative. The program itself has a lots of build-ins. Looks like a good investments so far.

Me and my wife were very excited on switching to MyTaxPrepOffice as it was cloud based and it's interface looked very good and prices were very attractive. However, when we started using it, we had a feeling there were some errors based on our experience with the clients and returns. We still had access to our previous software that we were switching from because of it's price, so we decided to test. At that point we started preparing tax returns in both software and it was shocking to see multiple errors in the returns prepared on MyTaxPrepOffice. Their customer support is very good that I acknowledge but they are not very familiar with the errors we notified and they had to submit the ticket and then after a few days someone from expert team will contact to resolve the error and 'fixed' the software. Overall they are fixing the software gradually as people notifcy them of errors but this has been a continuous drill. We are not sure how can we rely on such a software as it's not worth to keep preparing returns in two different software just to see if there were any new errors that auto review / edit check did not catch. Most errors we came across were in the corporate tax returns. I hope they fix all their errors and this become reliable and we'll be happy to use it but for now we are trying to find some other reliable software for next season.

Although I have yet to start the 2020 tax year with the new software, I am very happy with the one on one training and the training videos. If you have used another tax software, many features are very similar. I was peviously with TAXWISE. I think that it was a very good software, but MyTAXPrepOffice has more features for a better price. I used to have a separate portal for my clients to use for security, but the portal is built right in to MyTAXPrep. There is also an after the fact payroll feature that looks very handy for quarterly reports.

Customer Service and sales has been awesome to work with! Additionally, being cloud based allows me to do anything I need to do for my virtual office.