The interface is well designed, simple and intuitive. Integrations work well with a range of softwares. Particularly TaxDome which is our practice management software. Overall the performance is good in making tax returns more efficient to complete. The pricing is fair given the range of systems and services available and the team are constantly looking for feedback to refine the product. They actually listen to their customers. The AI tech is good, form uploads are accurate and information in Advisor is good especially because it lists the sources directly and you can access them easily. Review collected by and hosted on G2.com.
Sometimes there are bugs when you are working with more complicated situations but I have found that if I simply flag this to the development team they will turn around with a fix very quickly. If I have a suggestion they listen and evaluate and in some circumstances have added it. Review collected by and hosted on G2.com.