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3565 Ideas

cathybcpaLevel 3

Features that did not work for 2025 SoftwareNew

I am seriously considering not renewing my software even though I've used it for over 20 years. It was considerably more unstable. I cannot spend the amount of time with customer service that I did this past tax season. For the price we pay for the software, my minimal expectation is that all features work as they were designed. My client presentation report worked sporadically thru the entire season. When it stopped working the 1st time, I spent literally hours on the phone with customer service. They ultimately had me reload the software. BAD IDEA! I lost all of my customization (letters) and also lost the details on what clients had been e-filed/accepted. It only worked for about a week and then stopped again. It started working near the end, but I see as of today, it is again not working. I also have had a terrible experience sending out client checklists. It should work as a batch but doesn't. I've had many clients say they never received it. When I batch send them, I have no idea who got them. I just today tried to prepare a checklist for an extended client, and it kicked me out of the software and does not work at all. My MN returns also printed 'garbage text' almost the entire tax season. I had to manually print the pages one by one or they came out garbled. It only worked near the end of the season. I get really tired of customer service telling me it's my printer, my computer's inability to work probably with the PDF features, etc. It has always worked in the past, so it is not on my end. I need to know these features are operational before I consider renewing.