Financial data import didn’t work and poor support
on June 11, 2022
Posted by: Sally M123
from California
Verified Purchase:Yes
We bought H&R Block tax software to make doing our taxes easier and less stressful. Last year, neither of those 2 things happened. 2 big complaints: 1) Your software didn’t allow us to import our financial data from Charles Schwab. 2) Your customer support was not good. They couldn’t give us a date when you would have your software fixed and they told us to manually input the data. That’s absolutely ridiculous. We had way too much information to input and the main reason we bought the software was for the financial data import feature. Not good!
The H&R Block tax software is very easy to use and requires no special skills. It makes preparation of tax returns so simple but still delivers extremely accurate results. Highly recommend - Five Stars!
This tax program is the only one I have used for the last 16 years, it's accurate and easy to understand, the forma to is user friendly and great for everyday ordinary people.
Pros: Easy to prepare, Easy to import documents, Fast