Pricey andalways trying to sell more "protection", Can not speak to a real person. Every year I have a question or a problem and swear to not renew but do at the last minute.
Very easy to use. Bond purchases at a discount or at a premium are somewhat confusing and we figure the income separately and just enter it. Very easy to add or import all brokerage activity.
Easy to use and understand. My one complaint would be that you need to keep each year's program because you can't open the previous year with each new incarnation. It wouldbe much simpler if you could open previos years with the current system
Thorough but systematic in the progression through the inputs. I wish that it had easier to follow links to in dept tax subjects so one doesn’t have to go a separate search engine.