Nice that you can enter the Tax info as it arrives, bit by bit.
The Import option for Investment Info works really well.
I've also used the software to model different options like different filing options like Single vrs Married, etc.
I wish we had the option of requesting the SAME bank info for State refunds, as previously entered for Federal. Just like the Drivers License info. Instead of making us enter it FOUR times.
A bit irritating that there are so many software updates required, but I'm assuming that's because the Government keeps changing it's mind.
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I have been using this software for at least fifteen years. I find it easy to understand and to use along with the confidence that it's accurate. I began using it while a resident of a state that has an income tax and then retired to a state with no income tax and in both situations the program functioned correctly.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!