Trust Score
Professional tax software for accountants and tax preparers handling complex returns efficiently....
Reviews (69)
It's okay but nothing special
Has potential but needs work. The core service is functional but there are too many rough edges. Verification took longer than advertised and the mobile app needs significant improvement. Hopeful they'll address these is…
✗ Cons
Missing key features
Used for: 2-3 years
Frustrating experience overall
Several significant issues that make this hard to recommend. Withdrawal delays, unresponsive support, and a confusing interface. I've had better experiences with competitors at similar price points.
✓ Pros
Has some useful features
✗ Cons
Slow withdrawals
Used for: 6-12 months
Strong platform with room to grow
Good platform overall. The technology is solid, security is strong, and the range of features covers most of what I need. Would give five stars if the customer support was available 24/7 rather than just during business …
Used for: 3-6 months
Disappointed with the service
Regret signing up. The platform doesn't live up to its marketing promises. Fees are higher than stated, the interface is confusing, and getting help from support is a frustrating experience. Would not recommend.
Used for: Less than 1 month
Exceptional experience from start to finish
I've been using this platform for over a year now and I couldn't be more satisfied. The interface is intuitive, fees are competitive, and customer support has always been responsive and helpful. Highly recommend to anyon…
✓ Pros
User-friendly interface
✗ Cons
Minor UI improvements possible
Used for: More than 3 years
Exceeded all my expectations
Outstanding platform that has genuinely improved my financial management. The analytics tools are powerful, the interface is clean and modern, and the team clearly cares about user experience. I've recommended it to all …
Used for: Less than 1 month
Needs improvement in several areas
It gets the job done but I expected more. The interface feels dated compared to newer competitors and some features that should be standard are missing. Customer support eventually resolved my issues but it took longer t…
✓ Pros
Functional platform
Used for: More than 3 years
Almost perfect, just a few tweaks needed
Overall a very positive experience. The platform is well-designed and feature-rich. My only minor complaint is that customer support response times could be slightly faster, but when they do respond the quality of help i…
✓ Pros
Decent mobile app
✗ Cons
Could offer more educational content
Used for: 1-2 years
Great experience, highly recommended
Solid platform that delivers on its core promises. The fees are competitive, execution is fast, and the interface is user-friendly. A few advanced features I'd like to see added, but for most users this will be more than…
✓ Pros
Improving regularly
Used for: Less than 1 month
Best platform I've ever used
Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.
✓ Pros
Wide range of features
✗ Cons
Could add more advanced features
Used for: 1-2 years