Tax software for review

[Peachie]

Happy Summer every one.

I am in the process of selecting software to review for next season.

I am formerly with TRX but used TAXACT this year because of all of the TRX problems. I have nixed Refunds Today after reading how you are renewed without your permission. I am looking at Accufile. Has anyone used this program? Some background:

1) I only do 1040s w/schedule Cs, Es, etc. so I don't require a program that includes the Corporation modules. So, no need for a high value or high priced program, i.e., Drake, Proseries, Taxslayer or others.

2) TAXACT was good but still lacking. I truly was spoiled by TRXs Pro 1040.

I don't need anyone telling me how to spend my money and having an attitude with me because of the route I have chosen to take. In fact, please keep all snide remarks to yourself. I am asking for help, not a handout. I have been through that before with this board. I want a program that offers 1040, up to 5 states, and unlimited e-filing for less than $500. I am sure there may be 1 or 2 programs in the universe that fit this criteria and tend to be good in the process. If I have to, I will use TAXACT again.

If you think you can make helpful suggestions, please respond.

I'm appreciative.

Peachie

[David1980]

How many returns? If not too many, one of the pay per return packages might work. Drake has a PPR starting at around $300 I think?

[rtsietsema]

Oltpro

You could look at On-line Tax Pro. They offer both a Web-based program and a desktop version. Might fit your needs. Go to www.oltpro.com to check out a possible fit for your needs.

[Peachie]

Thank you David.

How many returns? If not too many, one of the pay per return packages might work. Drake has a PPR starting at around $300 I think?

I do less than 100 returns per year. I am home based and very particular about clients. I only accept new clients by referral. I will take a look at the Drake PPR program to see if it applies to my situation.

Peachie

[Peachie]

Good morning.

You could look at On-line Tax Pro. They offer both a Web-based program and a desktop version. Might fit your needs. Go to www.oltpro.com to check out a possible fit for your needs.

Thanks for your response to my dilemma. I have never heard of OLT Pro, but I will certainly check it out. Have you used this program before?

Peachie

[John of PA]

Drake is a great package and a great value and worth looking at.

[AZ-Tax]

OLTpro

I don't need anyone telling me how to spend my money and having an attitude with me because of the route I have chosen to take. In fact, please keep all snide remarks to yourself. Peachie

Well put Peachie, I wish this would apply to all the posting on this message board.

Speaking of OLTpro, I just received a card in the mail from them today. $399 unlimited returns and they support S-Corp, C-Corp, Partnerships, Estate etc. I ordered the sample CD. The lady told me they don't charge extra for e-file and/or print Business tax returns like Pros Series does. If there is any OLTpro users on this board, what is your renewal fee?

[Peachie]

This is great AZ.

Well put Peachie, I wish this would apply to all the posting on this message board.

Speaking of OLTpro, I just received a card in the mail from them today. $399 unlimited returns and they support S-Corp, C-Corp, Partnerships, Estate etc. I ordered the sample CD. The lady told me they don't charge extra for e-file and/or print Business tax returns like Pros Series does. If there is any OLTpro users on this board, what is your renewal fee?

Thank you so much. I am calling OLT now. As you noticed, Rod also gave me a heads up on this software. Hopefully, the CD is still available for review.

Have a wonderful day.

Peachie

[John of PA]

I also just want to throw in here that a safe route to go would be to review software surveys, such as the AICPA annual software survey, which is a good acid test of a package.

[JohnH]

I'm new to Drake this year (switched from ATX in late January), and have been impressed with its speed and simplicity. Learning curve isn't very steep for someone open-minded enough to not expect it to duplicate whatever they were using before. Customer service is fantastic - not to be beaten by any company out there.

I've heard that Drake will allow pay-per-return customers to switch to "unlimited" without any cost penalty if your volume exceeds expectations. I think most companies would take advantage of that situation and tack on costs, but not Drake. They are a well-run, dependable, and honorable company to do business with.

[Roberts]

I use OLTPRO desktop and while it's pretty darn good IMO, it does have a few weird issues that you'll need to keep aware of. If you go with them, private message me and I'll write them out for you.

OLTPRO at $399 is the web version and it only does the 1040's. The corporates are in the desktop version only as I understand it.

Peachie, you say you used TRX - if you used them years ago when they resold Intellitax - IMO OLTPRO desktop is very similar to Intellitax. You probably weren't using TRX back then though.

[Peachie]

True John,

I also just want to throw in here that a safe route to go would be to review software surveys, such as the AICPA annual software survey, which is a good acid test of a package.

however, most of the software packages include modules I don't need. These modules come at a premium price in the software. I would say the top 5 programs include everything, not just 1040 software which meets my needs. I need to definitely control my expenses and it begins with the software.

Thanks for the response. Can always expect good advice from you.

Peachie

[Peachie]

Did you know

Thank you so much. I am calling OLT now. As you noticed, Rod also gave me a heads up on this software. Hopefully, the CD is still available for review.

Have a wonderful day.

Peachie

they'll send you a download link for the software? I have already received mine. They are also sending the disk.

Peachie

[rtsietsema]

Renewal fees Oltpro

If I recall, the renewal discount is $100 off the full price when purchased by a certain date.

[S T]

On this post - I have a question? What is the positive or the negative to a Web Based Tax Software??

Are we as tax preparers (Circ 230 rules) at risk for using - as there is sensitive client information that would be entered?

Sandy