Elizabeth M.

I'll make this brief. I was sold on this software as I was looking for something that would organized my clients stage in the game better than my previous software, Drake. With that said it does a wonderful job. The price is very inexpensive and is locked in for life, which is also wonderful. They have an easy to use signature app that I allow my clients to use on my ipad. Easy peasy.
Now the negative. There are constant errors with the software. Nothing is inherently intuitive and things don't flow to other spots on the forms 100% of the time so I'm forced to scrutinize every bit of the return... making them take much much longer than normal. The sold me saying that they have a client portal clients can upload their docs to... then I found out it wasn't available until the 2018 tax year. Now it's still not available (a week into tax season) with no ETA in site. I had issues with trying to efile 2 returns. Support said they fixed the issue and sent it off for me. A few weeks later I looked back on them and come to find out 1 of the 2 was not ever sent. The migration feature is a pain. I had to do it several times for it to move things over, and I'm still not 100% that everything transferred. I'm just tired and ready to move on. I would not recomened unless you have a small practice. I only used this for a few extension clients (less than 20) and had these issues. I'm switching for tax season and I'm sure no refund even though they're not delivering on items they said were included.