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 load. Transfers data from year to year that saves a lot of manual entry time for the user. Provides tips and suggestions at all points during data entry and gives you a sense of confidence and security when you’re done using the program.
Pros: Easy to prepare, Easy to import documents, Fast