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MyTAXPrepOffice has a rating of 4.67 stars from 495 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with MyTAXPrepOffice most frequently mention customer service, tech support, and new software. MyTAXPrepOffice ranks 1st among Tax Software sites.
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After 23 years of using another software I finally switched. MyTaxPrepOffice saved me time and my clients could get their advance check before they left my office. That made my business grow, and I did more clients last year then I did while using the other software. It was hard for me to switch, but I did, and I do not regret it. Happy Customer here! Mattie Elliott
My Tax Prep office does not keep track of your add on fees. Check them twice prior to accepting. Even though they work directly with the banks they still take a lengthy time to verify (from my experience) I can never speak with a supervisor. I have had a ticket submitted since 11/01/2023 and still not resolved no follow up call or anything. Currently requesting for a refund because I nolonger trust them.
After 23 years of using another software I finally switched. MyTaxPrepOffice saved me time and my clients could get their advance check before they left my office. That made my business grow, and I did more clients last year then I did while using the other software. It was hard for me to switch, but I did, and I do not regret it.
Happy Customer here!
Mattie Elliott
Tip for consumers:
You don't have to wait forever on tech support, which I only need them when I am having a brain freeze or something. Software has not given me any problems at all.
Products used:
MyTaxPrepOffice
TaxPrep representative Ray called regarding a support ticket. Ray resolved not only the subject ticket but also two other support tickets I had outstanding. Ray also provided instructions on how to customize my organizer to better serve my clients. Ray was extremely competent and professional. Spent considerable time to help me understand parts of the program that I have not become familiar with. Really appreciate the quality of service I received today. Great job!
Kasandra who help me this morning was patient and kind. Help me with my situation right away. Also answer a few questions and show me how to navigate and look for I was asking for. Thank you so much Kassandra. Only observation; would like to see a Portal app for taxpayers where they can review the final document and sing at ones. Not to have a separate pad for signatures.
First of all MTPO is an awesome software. Rafael was outstanding, respectful, very patient and provided excellent customer support. He listened to my concerns and then navigated through the software with ease and was able to assist me in finding solutions to my questions about creating a amended return and using the invoice product. He should be an valuable asset to your MTOP customer support team.
I just started using MyTaxPrepOffice but so far I have received such helpful and very friendly service when I was first given a demo then again with training when I signed up. Thank you Apryl!
It's easy to get through the software. I was able to get through much of it on my own before my training and then Apryl helped me with the rest.
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
Tip for consumers:
I do have a bunch of Ticket for help like 100 but it has private information so I'm not gonna share it ....
Products used:
I had to use it or lose 2200 dollars
* MyTAXPrepOffice attempted to help this customer through the Sitejabber Resolution Center, but the customer did not respond
We appreciate that a policy change can be upsetting which is why we informed all our Add-On-Fee customers in an email in May of 2022 before the policy went into effect. You checked a box and agreed to the new conditions in June 2022 when you claimed your Add-On-Fees. The policy had not gone into effect yet, but we were making everyone aware of the upcoming change. This was not done after you renewed as you stated and was done with complete transparency well in advance of the next renewal date. When the policy went into effect, you had the choice not to renew or decide not to participate in the Add-On-Fee service. The automatic renewal terms and conditions are not hidden in the fine print. It is clearly stated on the bank enrollment screen and you must check a box to agree to the terms before being able to complete the form. The sentence next to the checkbox reads "I understand that my renewal fee will be automatically deducted from my Add-On-Fee balance. The remaining balance will be sent to me upon request." Our records show that you checked the box when you enrolled with the banks to use our Add-On-Fee services for Tax Year 2022 and since you used two banks you had to check the box twice.
You did not lose the balance of your Add-On-Fees. After renewal ($470), your Add-On-Fee balance of $2,233 was sent to you. You could have chosen then not to use the software for the 2023 tax season.
Many software companies in our industry have been taking renewal fees from Add On Fee balances for years and we are just adopting a standard practice. We started the automatic renewal to give our Add-On-Fee customers the advantage of paying for their renewal from their fees (which most do anyway) and making sure that they receive the absolute lowest early renewal price for their software.
We understand that it must have been frustrating for your customers to have to wait for their refunds. However, once the return has been transmitted and accepted by the IRS, the bank that you chose and the IRS are responsible for getting the refund to the taxpayer. While we often work in conjunction with the tax preparer and the bank to try to understand the reasons for the delay, the results are out of our control. The funds bouncing back to the bank and the consequent delay was due to a mix-up between the bank and the IRS.
We have also reviewed your support requests for this season and there have been 12, not 100 as you have stated, and all of these have been addressed.
Mi experiencia con My Tax Prep Office ha sido increible, el entrenamiento post venta es muy completo, en particular Darelys Urribarri es una persona que tiene conocimientos amplios, muy amable y siempre atenta en ayudarte en todo, ademas de asesorarte en el sistema te explica muchas otras cosas.
De verdad super complacida y con mucho gusto lo recomendaria.
I've been trying to solve the problem of this software being so slow on my computer for over 8 months. Had computer geeks in my office, had everything checked from RAM, graphics card, software, Chrome issues...and many more. He patiently worked with me to narrow down the problems. There were quite a few from AVG Antivirus/driver updated to graphic updates and so much more. Now not only is my tax software working up-to-par but the computer as well. Now I am more than happy to renew this tax software this year (again) whereas before I didn't want to touch it even if it was free.
Products used:
Tax software 2022
Today I was guided with the set up of the new software. Ms. Keesha was patient, took the time to answer all of my questions, connect all of the dots to make the transition smoothly, between software, connecting my banking and my clients. I will be referring her and the software, very self explanatory, takes step by step through the tree of processing taxes. Freedom to explore by either name or number of any forms I would like to populate. Feel secure with the exchange of sensitive documents and keeping my clients data safe.
This Tax Prep software does everything that you need, it does lag a little during high internet use times, but that is likely an issue with the internet service provider not MyTaxPrepOffice. Reasonable pricing, just make sure to renew early within the discount window.
I have used a few products and many were too complex. MyTaxPrep provides backgroud on each line item to ensure proper recording. The final check also catches mismatches in the lines that relate. Invoices for clients are not great and they close when filed, so payment cannot be recorded. Also doesn't do electronic connections well so my clients decide not to use it.
I am a tax preparer that needed some guidance on my new tax program. (which I love)! I worked with Siguard today with a few items that I needed his expert guidance. He was amazing! If I could give him more than a 5 star rating I would.
I have been doing tax returns for over 40 years, I really like My Tax Prep Office. Plus there Customer Service is AMAZING!
I am writing this review mostly to vent on my experiences. Good points: great concept, but theory doesnt match practice; Conversion for me was painless. Bad Points: Without exaggerating I estimate i have lost 20% of my clients during the time I have been with MyTaxPrepOffice. Problems have ranged from poor customer service (In 2017 and 2018 it was timely, but 2019 is ridiculous in terms of response. The online option is a joke waits of 20 plus minutes is not uncommon. The phone is similarly terrible) to inability to process various aspects of a tax return (Import of stock transactions didnt work in 2018, waited weeks for help with return of client who i lost for 2019. NO ONE COULD RESOLVE ISSUE IN OFFICE. Similar problem in 2019 with my first return when i tried to take Section 179 election for ONE ASSET, To this date the issue has not resolved. Despite 5 calls to customer service (?), research (?) and sales.). No one in customer service will follow up after talking with you, even when they promise to call back. Its a disaster for me since i left my old vendor in 2016. Oh forgot, 2019 state software not ready after 2 months. Unless they make major changes to its programming/quality, customer service, staffing(?) and raise price cos revenue collected is not funding an effective, viable operation. #prayforme
Customer services is one of the greatest assets of Mytaxprepoffice. Customer care is A+
Thibault was kind enough to assist with setting up our MyTax Prep Office software and getting things moving in the right direction. It's always a bit confusing at the beginning of tax season so the patients of Thibault was greatly appreciated and his knowledge of how to maneuver around the forms and setup was great. The software is pretty straightforward but needs a little practice using if you are coming from a different tax software platform. Will be happy if we have Thibault assist us again in the future if needed!
I needed help getting set up and called and did not have to wait and was helped thoroughly. All my questions were answered and I was comfortable with my agent. She was very professional and helpful.
Mr. Enrique Read, as a Tech Support is an asset for the company, because he explain very well the correction to made in the tax software. Thanks to him I discovered a serious glitch in a few forms not needed in the federal module nor in the CA module. Thanks Mr. Read for your tolerance and kindness.
Omar Molina
Very pleased with the functionality, features, and ease of use of MyTAXPrepOffice. The support staff is friendly and really helpful. I enjoy using this tax software. It's extremely helpful to have clients review and sign their returns remotely. I highly and enthusiastically recommend MyTAXPrepOffice.
I am really happy with everyone I speak to. They are eager to help. They have a smile over the phone and a positive attitude. It's always a pleasure and makes my day when I speak to them. This is my first year with My Tax Prep Office. I am very satisfied and plan to continue using this product in the future.
Thanks so much for your excellent customer service. She was very kind and helpful. Beautiful personality!
Nice job, short, clear, concise answers. Jessica was very helpful, and offered to help even more if necessary
Technical support and customer services reps have an abundance of patience. I would definitely recommend.
The ability to be able to work where ever you go its a plus, I started using it since 2015 and each year is improving. Good choice and good price.
Gain trust and grow your business with customer reviews.
Power your professional tax preparation business with functionality, accuracy, and ease, all for an affordable price. With no networking or downloads, our cloud-based technology allows you to prepare returns anywhere, at any time, on any device. Enjoy a flexible and cost-effective solution for your business. Spending money on unnecessary hardware is over. Working from anywhere means no longer having to invest in utilities, IT staff, or office space to grow your business.
Looking for Lower Fees? You've come to the right place!
• $15 Bank Product Fee
• $1 Remote Signature ID Verification
• 15% Administration Fee for Add on Fees
• NO OTHER FEES!
Powerful productivity tools included with our plans:
· Unlimited tax preparation
· Free unlimited e-filing
· Federal and all states
· Integrated bank products
· Client portal with a personalized link
· Remote signatures
· Individual and business returns
· 1065, 1120, 1120S, 1041, 990, 706 & 709
· After-the-Fact Payroll
Advanced Tax Solutions, LLC is a highly energetic group of experienced professionals. We are a team with a mission: “Deliver a superior, cloud-based professional tax product at affordable prices that fit any business; from the one-person tax office to businesses with multiple offices and multiple tax preparers.” Our mission is a reflection of our understanding of the tax industry gained through years of experience. We are dedicated to your success. Incorporated in Wyoming in 2014, we are a 100% American owned company with servers located in Washington, D.C. We employ state-of-the-art methods to prevent any unauthorized access to your data and fully meet all IRS security requirements.
Hello Patricia! Thank you so much for leaving us a 5-star review! We appreciate you letting our Customer Success Specialists feel the love. The taxpayer can review their tax return and sign through the portal with MyTAXPrepOffice. Here is a link to a training video to walk you through the process. http://tinyurl.com/mytaxportalsignatures Thank you for being a part of the MyTAXPrepOffice family!