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H & R Block training

I worked 9 years as a tax-preparer for H&R Block. While it is true that most preparers are part-timers, as I was, our training hours were mandatory (though unpaid) and the requirements to stay current generally far exceeded the net compensation. Obviously our motivation was more than monitary, and the loyalty of our customers was matched by our devotion to render the highest quality service to them. Read more...

Great article, but...

Didn't mention TaxCloud at all. Hopefully Mr. Scott will include TaxCloud when he writes about this again. Full transparency: I am the CEO of FedTax, the providers and operators of TaxCloud, the only zero-cost sales tax service. Read more...

Loans are a hoax

I got approved for $500 and they're unable to print the checks! I have no clue when ill actually receive the money! I am far from impressed! Read more...

Taxworks serious problems continue

Taxworks loads about 1 in 6 tries. Upgrades have produces error message several times before loading. I input tax info on long 1120S return and today 1/29/2013 received message that tax information was not syncing. Have tried for one week to chat, talk on phone or get email response with no contact with Taxworks except for a brief talk with my sales rep. Since then the software has gone down hill. Read more...

Now they're not answering the phone!

They are not taking any calls or any chats online. This is very worrisome to me, they could have locked the doors and left town.... I cannot even open the program, have not gotten an email to instruct me, and I have clients that want to come in for an appointment. I have requested a refund via email. I did get a response and am hopeful I can get my money back. Good luck to everyone who has this program. I hope it works out for you. Read more...

Saying Goodbye

15+ years ago we made the switch to Tax Works when our then excellent tax program "Tax Machine" was bought out and later abandoned by Ultra Tax. Seems like the H&R Block purchase has lead this once good tax program down the same path. If they had only rolled back to the 2011 platform admitting 2012 was not going to be ready in time, our firm may not be saying goodbye and moving on to our next tax program. Read more...

Still out of contact

I switched from Taxwise last year because of poor communications. Last tax season was wonderful, smooth transition to a new software. I have uninstalled my software and re-installed it for the 4th time since Jan 1 based on Taxworks directions. Now it is the 29th, and it does not work at all. It won't pull up my customer data from last year and we are quickly going out of business. Losing them to H&R Block across the street. Imagine that. Read more...


I don't see anything wrong with having to get CEU's for Updates of the current Tax Laws; but, I think the RTRP Test was a little much. I prepare approximately 100 Fed 1040 and they are simple individual returns. Corporate, Partnership, Estate forms are never prepared so having to study for these test questions was a little much. Passing certification on the 1716 & 230 are necessary to comply with the laws. Now what do I do to get my money from Prometric refunded since I was scheduled for late March and understand that they have closed? Read more...

Losing clients right and left

You're killing me, Taxworks....I have lost a dozen high-end clients so far and I am sending a certified letter today for a refund. Enough is enough. System crashed yesterday. Logged countless hours on the phone with support. I cannot afford to lose any more clients. Read more...


Add me to the long list of unsatisfied users. I have been using Taxworks products since 2009 and this maybe my last year. I have to reschedule customer's until I can get my software running. When it is running it is super slow. I can't get through to tech support. The recorded message says "We are experiencing high call volume please try again later." "Thank you for your patients" ??? How patronizing! They know good and well nobody is being patient. We lost our patients with these issues weeks ago. I'd like to say I feel better after venting but not really. Read more...

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