Avis clients sur Taxprep

Il serait hors de question que je travaille dans mon domaine sans l'aide de ces logiciels

Commentaires : Nous utilisons ces logiciels depuis plus de 20 ans et avant cela Informatrix 2000. Pour le traitement des impôts c'est indispensable

Avantages :

Taxprep Connect est un outil fabuleux qui permet un gain de temps important. La fonction Planification apporte une aide précieuse. La possibilité de joindre les documents preuves est un atout important.

Inconvénients :

Certains messages diagnostiques portent à confusion. Taxprep Connect peut aussi causer des doublons dans la saisie de données.

President

Commentaires : Installer pendant une période intense et en plein durant les impôts, suivi par le support pour la formation à été super :)

Avantages :

Simple a utiliser, facile d'accès, facile à utiliser pour la plupart des clients.

Inconvénients :

Il semble que si l'on ouvre pas de compte TaxPrep, il est impossible d'utiliser le portail

Review

Commentaires : Work flow management

Avantages :

Ease of use, functionality, integration with other taxprep programs and iFirm database

Inconvénients :

The software works very well but is pricey and costs should be watched for future sales

Taxprep

Commentaires : We use all the Taxprep modules and it allows scalability to our business by offering all forms and returns that we could ever need. The integration with CRA online has been wonderful.

Avantages :

I like that Taxprep integrates nicely with many other 3rd party add-ons. Also, the functionality, ease of use, and accuracy of Taxprep is much better than the competitors. I feel that much time, and resources are spent annually on Taxprep to make it a superior offering as compared to competitors.

Inconvénients :

Pricing structure is not as competitive-that would be the only downside I see. I would like to see Taxprep offered as SAAS to simplify the installation and updates.

Generally good - new advanced version are not great

Commentaires : Overall it is good. I think our feelings are now tainted due to the issues with the new advanced versions having so many issues when they were rolled out.

Avantages :

Connection between types of software is very useful for importing information to prepare elections, slips etc. Efiling in batches is very useful and saves lots of time rather then with each clients individual code. Importing of slips from CRA feature saves lots of time in preparation.

Inconvénients :

The new advanced versions are creating many issues. They were released without proper testing and had many glitches including letters not printing, batch printing not working, files freezing and unable to save so loss of work. The old versions were great we had no issues with them. In general I would say the inability in T2 software to allow RC59 filing separate from return like in the T1 with the T1013 to prevent accidently filing of eligible returns with the RC59.

Best tax softare for a full service firm, but pricey

Avantages :

I've used many competitor softwares, and I find taxprep to be by far the most robust, easy to use and clean. I love that it quickly shows what the prior year balances were in the monitor and the clean layout of the pages.

Inconvénients :

Its expensive... much more so than competitors. Customer service can be hit and miss at times.

Happy Customers :)

Commentaires : Customer service has addressed all issues in a timely fashion.

Avantages :

Ease of use, intuitive layout, diagnostics, and integration with IFirm.

Inconvénients :

Initially the cost, although we now feel it has been good value for our money.

Taxprep review

Avantages :

It is flexible and we can include complexx transactions easily

Inconvénients :

Not automated enough, does not give a lot of warnings when something does not make sense tax wise.

TAXPREP iFIRM

Commentaires : I integrated the iFIRM TaxPrep with iFIRM Portal / e- Signature, so I can offer my customers an updated tool to send their data at their convenience, from where-ever they live, from what- ever device, to my office. We still offer the option to meet in-person. TaxPrep iFirm is integrated with the iFirm Client mgmt, Time & Billing software, which allows us to update client information once, in one location, instead of in multiple data bases, and locations. The software updates are done in the "background" which has saved me hours on the weekends during Tax Season. My office uses the client "dashboard" type features from the CCH TaxPrep Dashboard tool, to track client status, notes and who is working on the file. This has lowered my stress as I can see the data from my tool.

Avantages :

Product was easy to setup, and deploy to staff - simply gave them the log-in script to the firm web address. Any software product updates are done in the back end, generally overnight which means i am no longer installing an deploying the software updates on my firm server, then updating all the user accts on all the workstations. Can work on client files at the office, or remotely - as long as I have internet connection (which is an ongoing issue in the Territory where I live). Great tech support team - any questions, they were most helpful.

Inconvénients :

Being dependent on internet connection, internet up & down load speeds. The Territory where i live has very slow internet up & down transfer speeds. Am use to TaxPrep server software where data is transferred quickly making jumping between forms or family members's forms seamless. Web-based TaxPrep iFirm has a noticeable delay . After using TaxPrep server based software for over 30 years, I am still getting use to the new way of jumping between forms, adding forms, or drilling down on linked data cells. One major issue is being completely dependent on internet connection - if the one (1) fiber line to the Yukon is cut (which happens multiple times per year), then my office is has lost connectivity and production.

TaxPrep Review

Commentaires : Mixed feels about the software, as the installation and updating process is terrible, and getting someone on the phone for tech support takes way too long, and they don't always have the answers. So you can spend an hour trying to reach someone, only to find they don't yet have a solution for the issue, or they need time to fix it. But when the software is working properly it does allow for efficient production.

Avantages :

Teh diagnostics are generally pretty helpful. The layout of schedules is easy to follow.

Inconvénients :

Too many patches and updates required each year. Technical support keeps you on hold for a very long time every time you call (over 45 minutes on hold). Every time there is an update or new version released, we need to download everything and reinstall, where as other software providers make the process much more easy, and simply push the updates through automatically.

Taxprep Software

Avantages :

I primarily use the corporate and forms taxprep software. What I look most about the software is the amount of tools available to review tax returns and forms prepared within the software. As a reviewer, it is important to keep track of any items that need to be double checked, confirmed with clients, and potentially updated. The reviewer tools, such as the ability to track changes, helps ensure that the returns are completed accurately, and that we have comfort over all the information included in the return.

Inconvénients :

There are certain quirks with the software that can clash with the technical treatment of certain items. Sometimes, you may be unable to e-file a tax return if unless you select a certain box or input a number into a certain section. However, the technically correct approach may be to leave those input areas blank. Therefore, the software can in some instances create issues in filing returns. Please note that I experienced this issue very rarely.

Great product

Commentaires : Taxprep is very quick to update their software with the latest tax changes. They are very reliable as well.

Avantages :

I love the ease of use, integration with our caseware software and customizability letters. The customer service is excellent, whether it is with tech support, or for assistance with form calculation, the support team is very helpful and wait times are a minimum.

Inconvénients :

The things that I like least are very minimal.

Moving in the wrong direction

Commentaires : Formerly, Taxprep has been an essential part of our tool kit and helped us to deliver professional quality results. With the new changes, lack of support and the recent debacle with the ransomware issue, we are reconsidering our relationship with the company and its software.

Avantages :

Taxprep has outstanding features, functionality and ability to handle complex situations and calculations.

Inconvénients :

The new platform is not as good as the Classic. If lacks functionality, is buggy and unstable. To compound the problem, the company appears to scaling back its customer support. Wait times during the tax season were unacceptably long; we usually just hung up and did without. It is likely that due to the enormous screw up on the new platform the support team was completely overwhelmed. Formerly, I would have said that the support was one of the things I liked the best. Now, it is a disappointment.

Taxprep Review

Commentaires : I have tried other tax software packages as I am a sole proprietor and I do find that Taxprep is the most expensive. However, I keep coming back to this software program as it is the best out there and the one that I am most comfortable with.

Avantages :

I like the overall functionality of the Desktop version. I'm still trying to get used to navigating the iFirm version of Taxprep. I like how I can link my large related and associated groups and it is just comforting to know that the calculations are correct.

Inconvénients :

The number of overrides that occur when you import a large associated and related corporate group. To remove the overrides is just time consuming.

Quick access

Commentaires : The software is reliable with few bugs

Avantages :

Comprehensive software that can handle almost any tax issues

Inconvénients :

Opening old files can be frustrating. When opening old files a user is required to use the version of T2 software the file was created in and you cannot open the file with an older version of the software. It would be helpful if a user could determine which version of the T2 software the file was created in. The Profile system names to work better on this matter. The Taxprep forms e-file system as not as easy to use as the T1 and T2 e-file systems.

Long Time User

Avantages :

The Taxprep programs that we use (T1, T2, T3 & Forms) are generally very reliable for both the returns/forms produced by them and their operations (rarely crash or cause other problems).

Inconvénients :

We run the programs on a network and the Forms program requires a complete installation rather than an update when updated version of the program is released during the year. This is not a huge problem, but it does mean that an update for Forms requires more time as the settings have to be reconfigured and checked.

Only tax preparation software that we have ever used!

Commentaires : Our overall experience has been great. We haven't even bothered to consider switching to another product in the last 20 years and we have been using Taxprep since at least 1985.

Avantages :

Accuracy, consistency of product, support available when you need it.

Inconvénients :

Over the years there have been growing pains depending upon changes to the tax act and receiving final filing versions in a timely manner for some of our clients who want to file quick to receive their refunds. We have found the timeliness to be better in recent years.

CCH Taxprep review

Commentaires : Sometimes the software helps us with certain calculations where our tax expertise may be a little fuzzy. It helps to educate while being reliable.

Avantages :

Taxprep has been an easy to use reliable product for years. We have never had any urge to switch products. We will continue to use CCH products well into the future.

Inconvénients :

Physical archive discs. I receive numerous archive cd's throughout the year. Please provide a single USB flash drive once per year with the entire suite of backups.

good professional program

Avantages :

diagnosis is detailed, highlighting the cells you entered last year to make sure you don't forget anything.

Inconvénients :

you cannot reference every cell, sometimes you have to know where to enter data and which schedule to use. it is unclear which schedule you have to print out for paper filing. no option for estimating/comparing different tax scenarios.

Taxprep Review

Avantages :

Product is very intuitive, easy to use, stable, and has advanced tax features, forms and calculations.

Inconvénients :

Support is great most of the time but a few times hard to get a hold of them. Very expensive relative to other products.

TaxPrep Review

Avantages :

The comprehensiveness of the programs to address most issues and tax situations.

Inconvénients :

The TaxPrep letters are harder to modify and I do not like the use of "federal return" when all of my clients only file federal returns. TaxPrep is getting too expensive - annual increases are not warranted last increase was 6.5%, 5% the prior year and 7% the year before.

tax prepare review

Commentaires : tax planning is good

Avantages :

all credits/payable can be seen in one place

Inconvénients :

price of software. and from trial to actual software there is difference that I don't aware when I use discount version

Great application for an accounting firm

Commentaires : I use it every day : Taxprep T1, T2, T3 of Forms ar part of my daily work load. Always happy to see the resulting documents because it is efficient.

Avantages :

It works great : efficient, easy to use and the real-time impact on the bottom line is appreciated.

Inconvénients :

Expensive, but we need the exact information reporting, so we buy again and again.

Taxprep review

Avantages :

Fairly intuitive to use and easy to train new employees on it.

Inconvénients :

The most recent versions are running slower than the prior versions

Taxprep - Hard to beat

Commentaires : making less errors in tax returns, helpful in tax planning for the future

Avantages :

The software is easy to use and has strong diagnostics

Inconvénients :

I would prefer if it was a bit cheaper, and if the T3 interface was more like the T1