I will not be using this program ever again or recommending it to anyone. Especially since you are limiting how many e-files are allowed, you used to let us e-file as many as we wanted and gave 5 for free, now can only e-file 5 total...so never using you again.
I have been using this program for many years, and I highly recommend it. It is well designed and quite easy to use. Its ability to import the previous year's information, plus download external files, makes tax preparation simple.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Disappointed in not being able to download Schwab before submitting taxes. Always used this software and never had this problem before. Will change next year unless this problem is fixed.
Doesn’t handle some investments well. Lots of problems connecting with my broker this year until just days before the deadline. Been using this for years, but several issues this year. Will be doing a comparison before purchasing again.