- Browser-based preparation: Preparers work online without installing a local tax engine or waiting for seasonal downloads.
- Individual and entity returns: The product family covers Form 1040 and can add Forms 1065, 1120, 1120-S, 1041, 706, 709, and 990.
- Client document workflow: A client portal, remote signatures, and a signature-pad app support document exchange and approvals.
- AI-assisted entry: My AI Assistant is presented as a way to extract tax-document data and reduce repetitive entry.
- Office controls: Available editions add users, storage, and multi-office management for larger practices.
MyTaxPrepOffice
Browser-based professional tax preparation for solo and multi-office practices
Updated August 12, 2026
MyTaxPrepOffice Overview
MyTAXPrepOffice is browser-based professional tax software for paid preparers, from solo offices to multi-office practices. It covers individual returns, with business and specialty forms available for firms that need entity, fiduciary, estate, gift, or nonprofit work.
Preparers can move between interview and form-based work, exchange documents through a client portal, collect remote signatures, use integrated bank products, and manage staff from one online workspace. The product family separates individual-only work from versions that add business returns, more users, and broader office control.
Key Features
Pricing
| Plan or service | Current price | Scope |
|---|---|---|
| Pay-per-return | $150 per year | Annual license with five returns. Additional returns are $15 each and are sold in bundles of five. |
| Individual Pro | $895 per tax year | Unlimited individual returns, all states, one user, one location, and 5 GB of storage. |
| Essential | $1,195 per tax year | Adds business and specialty returns, two users, and 10 GB of storage. |
| Unlimited | $1,495 per tax year | Adds up to 999 user accounts and unlimited storage. |
Remote signatures are included, but signatures that require ID verification cost $1 each. Extra users and 5 GB storage additions are listed at $20 each.
Free trial: Yes. The no-obligation trial has no published day limit. It cannot e-file or print without a watermark, and inactive trial data may be deleted after six months.
Pricing sources: official 2026 plan page, official pay-per-return policy, and official trial terms.
Pros
| Compared with | Why this product may fit better |
|---|---|
| ProConnect | MyTAXPrepOffice includes unlimited 1040 returns in its annual individual plan. ProConnect sells return inventory, so a 1040-focused firm with steady volume can stop counting individual returns once the MyTAXPrepOffice license is paid. |
| Drake Tax Online | MyTAXPrepOffice runs in a browser and applies updates online. Drake Tax Online is also browser based, but a distributed practice should compare each product’s form coverage, connection needs, and busy-season speed before choosing. |
| TaxSlayer Pro Web | Unlike TaxSlayer Pro Web, the published three-plan ladder makes user, storage, office, and entity-form upgrades easy to see. Firms can see which day-to-day requirement forces each upgrade instead of relying on a sales-only package map. |
| CrossLink | MyTAXPrepOffice publishes a top plan with unlimited users and multi-office use. CrossLink sends more service-bureau choices through sales, so a growing firm can estimate the MyTAXPrepOffice cost before assuming that every extra preparer or location needs a custom quote. |
Cons
| Compared with | Where this product may fall short |
|---|---|
| ProConnect | MyTAXPrepOffice’s Individual Pro edition covers individual returns only, so a mixed practice needs the $1,195 Essential edition. ProConnect sells individual and business returns separately, which may cost less for a firm with only a few entity clients. |
| Drake Tax Online | MyTAXPrepOffice reviews include complaints about calculations, state forms, diagnostics, and support. A firm considering Drake Tax Online should run representative federal and state returns and contact MyTAXPrepOffice support during evaluation, not rely only on a sales demo. |
| TaxSlayer Pro Web | MyTAXPrepOffice has a small and sharply divided public review pool, while TaxSlayer Pro Web has a broader professional brand footprint. A firm should run its own federal, state, and entity returns and check references before conversion because neither small aggregate proves busy-season reliability. |
| CrossLink | CrossLink publishes more about specialist integrations, conversion, and high-volume office work. A large firm should require a conversion sample, integration list, and written MyTAXPrepOffice setup plan before moving its client base. |
Reviews
- Software Advice MyTAXPrepOffice reviews (4.5/5 from 234 reviews): Recent verified users say the sections are easy to follow and praise training, support, and value. Other reviewers describe a learning curve, missing forms, manual workarounds, calculation defects, and a weak response to a security concern. Software Advice, Capterra and GetApp share the same underlying review pool, so this page lists only Software Advice.
- Trustpilot MyTAXPrepOffice profile (2.3/5 from 6 reviews): Current reviews allege poor handling of an account compromise, state-credit and form problems, weak diagnostics, and unresolved support tickets. One reviewer still calls the interface user-friendly, and another says phone help is good when someone answers. Six reviews are too few to establish a dependable failure rate.
