Taxprep

Taxprep

von Wolters Kluwer Canada

Wer verwendet Taxprep?

Taxprep is accounting software used across Canada in both English and French by Public Accounting, Tax Preparation, Legal Services, Bookkeeping, Banking, Insurance, Education, Government, + More.

Was ist Taxprep?

Taxprep is Canada's most advanced line of tax preparation software, relied on by all 30 of the top accounting firms in the country, as well as thousands of local firms, small practitioners, and corporations. Supported by industry-leading customer service, technical support, diagnostics, and optimizations, Taxprep is Canadian tax return software that gives you the tools you need to increase profitability and offer clients value-added services during tax season and beyond.

Taxprep – Details

Wolters Kluwer Canada

https://wolterskluwer.ca/

Gegründet 1987

Taxprep – Preisübersicht

Taxprep bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für Taxprep findest du unten.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Installiert - Windows

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Taxprep Funktionen

Buchhaltungssoftware
Abrechnung & Rechnungsstellung
Anlagegegenstand-Management
Ausgabenmanagement
Buchhaltungs-Service-Integration
Cash Management
Forderungen
Hauptbuch
Kontenabgleich
Kostenverfolgung
Lohn- und Gehaltslisten-Management
Sammlungen
Steuermanagement
Umsatzrealisierung
Verbindlichkeiten
Ausnahmebenachrichtigung
Compliance Management
Daten-Import / -Export
Datenüberprüfung
Elektronische Ablage
Für Partnerschaften
Gehaltsabrechnungs- und Arbeitgeberformulare
K-1-Berichterstellung
Statusverfolgung
Steuerplanung
Zahlungsmanagement
für gemeinnützige Organisationen

Taxprep – Nutzerbewertungen

Zeigt 5 von 181 Nutzerbewertungen

Gesamt
4.6/5
Benutzerfreundlichkeit
4.4/5
Kundenservice
4.1/5
Funktionen
4.4/5
Preis-Leistungs-Verhältnis
3.7/5

Review

Bewertet am 7.5.2019
Cory P.
Partner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Work flow management

Vorteile: Ease of use, functionality, integration with other taxprep programs and iFirm database

Nachteile: The software works very well but is pricey and costs should be watched for future sales

TaxPrep Review

Bewertet am 17.1.2020
Daniel D.
Partner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
1/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Mixed feels about the software, as the installation and updating process is terrible, and getting someone on the phone for tech support takes way too long, and they don't always have the answers. So you can spend an hour trying to reach someone, only to find they don't yet have a solution for the issue, or they need time to fix it. But when the software is working properly it does allow for efficient production.

Vorteile: Teh diagnostics are generally pretty helpful. The layout of schedules is easy to follow.

Nachteile: Too many patches and updates required each year.
Technical support keeps you on hold for a very long time every time you call (over 45 minutes on hold).
Every time there is an update or new version released, we need to download everything and reinstall, where as other software providers make the process much more easy, and simply push the updates through automatically.

Review of Taxprep

Bewertet am 24.1.2020
Glenn A.
Partner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: The software is much more robust than other tax software we have used. There are many diagnostics that are available and the search function works well. We also like the link with their other client management system, iFirm.

Nachteile: The software is much pricier than other options. Customer support was very poor when we were attempting to purchase additional licenses. I would also consider training poor. It's hard to absorb all of the training initially when you don't know the software and you don't know the features and you don't know what questions to ask yet. They should come out after a year with an update training so the users can have much more specific questions they can ask. The multiple updates that we receive during the year is also annoying. We have to have our IT department update on each and every computer every time there is an update (which there are many) which costs us even more money. The old software we used, Profile, had an update feature that warned each user that an update was available when they were in the software and could click on a link and update themselves, without the involvement of the IT department. This is much more preferred. Our IT costs have gone up 20% when we changed over to Taxprep because of all these updates.

Generally good - new advanced version are not great

Bewertet am 15.1.2020
Shona S.
Office Manager
Buchhaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall it is good. I think our feelings are now tainted due to the issues with the new advanced versions having so many issues when they were rolled out.

Vorteile: Connection between types of software is very useful for importing information to prepare elections, slips etc. Efiling in batches is very useful and saves lots of time rather then with each clients individual code. Importing of slips from CRA feature saves lots of time in preparation.

Nachteile: The new advanced versions are creating many issues. They were released without proper testing and had many glitches including letters not printing, batch printing not working, files freezing and unable to save so loss of work. The old versions were great we had no issues with them. In general I would say the inability in T2 software to allow RC59 filing separate from return like in the T1 with the T1013 to prevent accidently filing of eligible returns with the RC59.

There's competition and then there's Taxprep

Bewertet am 31.10.2019
Scott K.
Staff Acct & IT manager
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Our public accounting practice produces a thousand personal tax returns and hundreds of corporate returns, so a tax preparation software is critical. We started with Taxprep about a quarter century ago. The software continues to evolve. Every few years we look at a host of other preparation software and talk to other preparers in the industry. Given our client base, with its particular complexity, we can't imagine another software handling it all. We also prepare US tax returns and have gone through numerous software providers; our terrible experience with US tax preparation software makes us realize how lucky we are with Taxprep for our Canadian work.

Vorteile: Importing and exporting data - we use this in a host of ways. For example, we have developed our own processing dashboard, detailed label production that provides key data on the docket speeding intake or referencing, sharing info between files, billing management, analyzing client base for potential review issues, double checking filings, etc. Rich with nearly all required forms. Most complete of any tax software we have reviewed. Reliable.

Nachteile: The form layouts often have a curious arrangement to them which is not ideal for data entry. The drill down data on multi-forms (e.g. family member names) is inaccessible to the data reporter.