tax.com Reviews & Product Details

I am managing properties in many different states and honestly before using this software I would lose track constantly. The Unclaimed Property Module (Tracker Pro) is good as well. It allows us to send Due Diligence Letters via automated mailing which previously consumed a large amount of my time. Reporting is customizable. That may seem boring but it really helps a great deal when different internal staff members require different types of reporting. Review collected by and hosted on G2.com.

It is quite expensive and if you are small then you will definitely notice it. Setup is also lengthy. More than 2 months before you are able to run things the way you want. So do not expect to turn it on and be done. Sometimes it can be frustrating to make changes or to "flip" the year in the system. Like, it does not automatically update and you have to manually go into the system to complete these tasks. Review collected by and hosted on G2.com.

It is easy to find all the files for one project in one place. I also like the new feature to download complete project folders. We have also had good response time whenever we have had to reach out for extra support. Review collected by and hosted on G2.com.

We had a little bit of trouble gaining access to the site when we first started using it but I think that was more of an issue on our end. Our IT had to change some settings so we could gain access. Review collected by and hosted on G2.com.

I appreciate the intuitive interface and streamlined design, which let me handle tax calculations efficiently without wasting time digging through hidden menus. I also value the real-time data synchronization, since it helps reduce manual errors and keeps everything consistent as I work. Review collected by and hosted on G2.com.

Customer service could be faster. I’d also appreciate more detailed responses to my questions and concerns, so I feel fully informed. Review collected by and hosted on G2.com.

Their customer service is top notch. They respond quickly and are very well versed in the software. Their office hours are very informative and I learn something new at every one I attend. Review collected by and hosted on G2.com.

Nothing it is a great software and I love not having to keep up either all those dates on my own. Review collected by and hosted on G2.com.

Tax.com has been incredibly helpful because it simplifies what is usually a stressful and confusing process. The platform is easy to navigate, and the step-by-step guidance makes filing feel manageable, even for someone without a tax background. I especially appreciate how clearly everything is explained — it removes a lot of the guesswork and second-guessing that comes with tax preparation.

One of the biggest upsides is the accuracy and reliability of the information provided. The system catches potential errors and ensures that forms are completed correctly, which gives me peace of mind. It also saves time by organizing documents and calculations automatically, so I don’t have to manually track everything.

Another major benefit is the convenience and accessibility. I can work on my taxes at my own pace, revisit sections easily, and feel confident that I’m not missing anything important. Overall, Tax.com makes the tax filing process smoother, faster, and far less overwhelming. I Review collected by and hosted on G2.com.

The least helpful part of Tax.com is that some features feel limited unless you upgrade to a higher tier, which can be frustrating if you’re trying to keep costs down. There are moments when the platform encourages add-ons or premium services that may not be necessary for simpler tax situations.

Another downside is that while the guidance is generally clear, certain explanations can feel too generic or surface-level for more complex tax scenarios. If you have unique deductions, multiple income sources, or business-related filings, you may still need outside clarification or professional support.

Lastly, customer support response times can be inconsistent, which can be stressful when you’re working under deadlines. Overall, while Tax.com is a strong tool, these limitations can make the experience less smooth for more advanced or time-sensitive needs. Review collected by and hosted on G2.com.

I like how easy it is to use, and how it lets me share and receive large amounts of information quickly and securely. This is especially helpful for sales and use tax compliance. Review collected by and hosted on G2.com.

It can be difficult to request that folders are set up for new projects. At times, we end up having to repurpose existing folders or upload data elsewhere until a dedicated folder is created. Review collected by and hosted on G2.com.

I like that it tracks and lets me know when due diligence letters are due and when State payments are due. Review collected by and hosted on G2.com.

It is hard to remember in June to go in and change the date so that it flips the year. Review collected by and hosted on G2.com.

I have been using the property tax module from Tax.com for 5 years. The ease of tracking and carrying forward treatment and adjustments from year to year has been a significant time saver for us. The multiple report options help make sure that we are providing internal clients and assessing officials with the information that they need. Review collected by and hosted on G2.com.

Most assessing jurisdictions have a lien date of January 1. If your fixed asset account uses a capitalization date of 1/1, the software will pick up the asset as having been installed in the prior year Review collected by and hosted on G2.com.

I have used the unclaimed property software for years. Its easy to use; pretty self explanatory. Report running is great, the state filing reports is great, and I like that its customizable to whatever I need. Although the software is great, I would say my favorite thing is the customer service. They will answer any question through email or phone calls. They are always willing to help out. I have had instances where they have gone step by step with me for something. The zoom informational calls they have are a great help too. A few years ago, I had dinner with the unclaimed team and other users, we chatted about our likes and dislikes and soon after most of the items were added/resolved. I was quite impressed. I really enjoy being their customer. Review collected by and hosted on G2.com.

I only have one negative item, searching by a name inside the software isn't super user friendly. However, its very easy to export your data to excel in seconds. Then I am able to sort and find what I need in excel which I prefer anyways. Review collected by and hosted on G2.com.

Automatic update of sales tax rates for all states. Review collected by and hosted on G2.com.

Set up and ongoing organization while utilizing a multi-tiered company Review collected by and hosted on G2.com.