Trust Score
Professional tax software for accountants and tax preparers handling complex returns efficiently....
Reviews (27)
The gold standard in the industry
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 …
✓ Pros
Reliable platform
✗ Cons
Minor UI improvements possible
Used for: Less than 1 month
Okay for basic needs
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…
✓ Pros
Reasonable security
✗ Cons
Missing key features
Used for: 3-6 months
Very positive experience
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
Clear pricing
Used for: 2-3 years
A game-changer for my finances
Exceptional service from day one. The onboarding process was smooth, verification was quick, and I was up and running within minutes. The platform's features are comprehensive and the execution speed is impressive. This …
✓ Pros
Fast execution
Used for: 1-3 months
Lots of room for improvement
Let down by this service. Started well but quality has declined. Response times from support have gotten worse, there have been several unexplained outages, and some features that worked before now seem broken.
✓ Pros
Competitive on some fees
✗ Cons
Poor mobile app
Used for: 3-6 months
Good value for money
Very good experience overall. The platform is well-maintained and regularly updated with new features. Fees are transparent with no hidden charges. Slight delay in one withdrawal but it was resolved promptly.
✓ Pros
Clean interface
Used for: 2-3 years
Excellent service with minor hiccups
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Clear pricing
✗ Cons
Could offer more educational content
Used for: 2-3 years
Frustrating experience overall
Not worth the hassle. Too many problems with basic functionality. The mobile app crashes regularly, deposits take too long to process, and the support team seems overwhelmed. There are better options available.
✗ Cons
Frequent technical issues
Used for: 1-3 months
Below average experience
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
Competitive on some fees
✗ Cons
Frequent technical issues
Used for: 1-3 months
Solid platform with great features
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
Clean interface
✗ Cons
Support could be faster
Used for: 6-12 months