OneSource Reviews

Comments: Overall, I do like the returns that OneSource allows me to produce, but it is not easy to use in my opinion, and I seem to be calling for support more often than I should have to in order to figure things out (and, as previously noted, there is not always an answer or a logical fix to the problems I have encountered). The support has always been good though. The people are polite and knowledgeable for the most part, and they do get back to you quickly when you have a problem.

Pros: I have used OneSource for the preparation of estate tax returns and gift tax returns. It produces a good return for filing and has a great added benefit of a MA estate tax option to create the MA estate tax return after the federal estate tax return is complete. Once you get used to the data entry options and the lingo, it works pretty well.

Cons: It took me a long time to get used to how to use OneSource effectively for estate and gift tax return preparation. It is not overly user-friendly or intuitive. There have been some issues with the software that I had to call support to help with, and the answers are sometimes an end-run around what the software should be doing (for example, a calculation was not coming out correctly, so I was told that it was impossible to correct it and that I had to make an extra entry to "create" the correct result, which the IRS will scratch their head at when they see it).

Pros: The versatility of this program is awesome. I can enter my time into my time sheet, review my job history, and look up my paystub history.

Cons: Sometimes it is difficult to make changes or edit fields in this application.

Comments: We are in our first year of using ONESOURCE as our tax software. The implementation process was very easy and went smoothly. The software is very intuitive and easy to use and learn. I like the tree layout for the tax structures.

Pros: Tree layout for the structure
Easy to use and learn
Very intuitive

Cons: The billing system has been a challenge. Payments are not posted to the right account and we get multiple invoices even if the bill has been paid or credited.

Pros: It is intuitive and easy to move around it. I like the tree format where you can expand and close pieces so as to see everything. Statements attached to the return are in an easy to read and follow format.

Cons: It disconnects after a certain amount of time, even if you are working in the software.
Can not produce the type of detailed reports I am used to, even in their Data Query package, which is an add on piece and costs extra money.
More times than not the wait for customer service is at least 30 mins.

Pros: I am new to OneSource for Property tax but so far I find it a very useful program.

Cons: I don't think it's fair to judge at this point. I have only been using this program for a year or so .I have not gotten into all the features. So far I have no issues.

Comments: It helps to have it as a tool but it definitely needs fixing...too many obstacles to make updates, not so user friendly.

Pros: helps to organize data on numerous returns

Cons: Cannot make necessary edits like when filing frequency changes or preparer name needs to be updated

Comments: Helps to combine all accounts into one place.

Pros: Easy to use and effective. Helps combine accounts all in one place.

Cons: I can 't think of any thing that I dislike about it. Helpful.