my TAXprep office

my TAXprep office is cloud-based tax software for professional preparers. It handles individual, corporate and partnership returns and runs in a browser, so work stays in step across a PC, Mac, tablet and phone.

What my TAXprep office offers

• Return preparation — federal and state returns with e-filing.
• Client portal — preparers exchange documents, send returns for review and request signatures securely, under the firm's own logo.
• Bank products — four partner banks offer clients choices on how to receive refunds.
• AI assistant — reads uploaded tax forms such as W-2s and 1099s and prepares data for review and import.
• Conversion and training — prior-year returns are converted from supported software, and one-to-one training is included.

Who it works with

Tax firms and independent preparers in the United States.

Key facts

• Support: live webinars run on set days each week, in English and Spanish.
• Recognition: ranked second in federal and state income tax preparation in a 2026 readers' poll.