KEYSTONE TAX SOLUTIONS Tournament Dr, Memphis

This is my first year with Keystone Tax and I felt at ease and comfortable with this company. Customer service is excellent and always responsive to my needs. Polite and informative. The software is easy to use and functions well. Thank you and I will definitely be using you for the upcoming year.

RUN FAR AWAY FROM THIS COMPANY AND LOOK FOR ANOTHER SOFTWARE!!! I completely understand that they want us to mainly process bank products; it's clearly stated all over their website, contracts, ect. and I get that. I agreed to this initially UNTIL they messed up the first two bank product applications that resulted in one of these clients STILL not having his tax refund to this date, DECEMBER 18, 2021! I tried calling them, finding out statuses, emailing, everything - with no success! They were quick to blame it on the IRS having multiple issues this year, which we all agree it was a hectic year for everyone in the tax industry, but NOT when a refund has already been issued and being sent back and forth multiple times. When speaking to the IRS, they cleared up the fact that errors were made with the bank applications. Never did Keystone apologize for this, nor did they acknowledge their mistake till this day; instead, they blamed it on the bank when it was brought up again. To avoid these continuous bank app issues, I opted to process only non bank products for my clients. On top of being charged non bp fees per client (which again, they do state), they upped the price to renew software at $1,000 for 40 returns and 25$ for each return after that. There are other reputable software companies out there for that price that will not only give you continuous software access, but also the ability to file business returns and not just personal. Lastly, be warned: YOU WILL LOSE ACCESS TO YOUR CLIENTS' RETURNS AFTER OCTOBER. I have never heard of any tax software company do this. If you have already purchased the software for the year, you are allowed to have access for that year only, regardless if you renew or not. One thing is having a contractual ending date to e-file, but to restrict complete access to already filed returns? I find that unfair and unreasonable. I was told that since I didn't renew with them, I lost access to view/print my client's returns and that they could email me only 2 or 3 returns if I needed a copy. Again, WHO DOES THIS? They love stating "per the contract", yet no where in the contract does it state we lose access to view/print returns for OUR clients. I tried working with this company and even allowed them to amend these mistakes by expressing my concerns. Needless to say, my experience was terrible. If you are looking for a reliable tax software with awesome customer support that truly cares, do your due diligence and look elsewhere.

I’m thankful for the opportunity to partner with such a dynamic company. I believe that success is what you make it and it can be accomplished sooner by joining forces with a winning team. Keystone Tax Solution was a blessing in disguise. My first year in tax business and yes.... I was nervous! I was forced into making a quick decision on selecting a tax software and wasn’t sure as to which route to take. After doing my due diligence, I made one of the best choices! Very user- friendly software and training. Customer Service is the best! Open lines of communication is a plus and they have that! Hats off Keystone! Looking forward to next year!

The software is super easy. Funding is another issue. Slow to no returns is unacceptable. I have received payment for one client every other week, despite the fact most were funded the same week. They are responsive although they have no resolution. I have taxpayers that filed in early February and still have not received their funds. At this rate small companies will be barely treading water. I fear accepting more clients because I like to stand behind the work I do and honestly s I do not feel confident doing so due to my experience with this company this tax season. I am a customer of yours before it is said I am not and I have voiced my concerns several times this season.

I’ve been with Keystone Tax Solutions for 3 years and consider it to be one of the best decisions for my business. Their communication with anything needed is always prompt even in tax season. Keystone is always striving to help build my business amongst many other services and is hands down, the best! Thank you Keystone!!

2020 was my first year independent of a former Franchile which I had for three years prior. Keystone made the process of becoming independent so much easier. They are extremely patient, professional, and informative! The software is Super easy to use and train my agents on! I’m very excited to use their software in the upcoming tax season as well!!💯💯

Hi, this is Dennis Williams. Keystone has provided for me exemplary customer service throughout my limited time that i have partnered with them. I learned about them from another tax company an I can truly say using their software has been excellent. There customer service has been great. I will use them again for our next tax season.

Keystone Tax Solutions has the best software I ever worked with. I enjoyed this tax season using Keystone because there was excellent customer service and no problems with anything dealing with Keystone. And for everyone that need the perfect software to get through next tax season please use Keystone and you would not regret it. And to everyone at Keystone thank you for a smooth 2019 tax season and I will be using you all again. Thank you!

I used this company for tax reason it was a great source from the banking product they offer to the software that was provided it help my company regrow it self from 15 back up to 30 client again thank they made it so easy for me. Complete client every day and there were no extra fees.

Keystone was such a pleasure to work with and a very honest company to work with. Customer service was always available and very pro active with anything i needed and it was such a pleasure to work with such a fair and honest company. I have been doing taxes for the past 10 years and out of all the companies I have worked with keystone has been the most honest company and I've made more money than i have with any other company. Anything i didn't understand customer service was always available to walk me through as well as offer videos to watch. I'm looking forward to working with keystone for many more years to come.

Keystone Tax Solutions has really changed my life. Never did I imagine that I could start my tax company soo easily, and offer the same products as some of the top major tax offices. I am getting ready to start my 3rd year with Keystone and I have expanded my company from one office, to 3, with 6 employees. Keystone has made this transition easy, and I thank them for their support and advice. The software is easy to use, they offer tax training, and the prices are reasonable. Im proud to be a partner with Keystone!

Working with Keystone as a partner was successful this season. Prices are reasonable, customer service is accessible. Being used to having direct contact with the bank this setup was a bit frustrating and the Keystone CS didn’t always have the answers or quick answers with regard to bank product issues. Software is great! Very easy to use, reliable and the app made working with out of state customers a breeze!

Been working with Keystone since 2015 . I love the customer support and how great they communicate with me. My husband and I was with another company before we joined Keystone and we hated their customer service. It was hard to ever reach anyone. With Keystone they are always available or make it a priority to get back with us. The software is pretty easy also. Latoya is awesome to work with also

Good option for experienced individuals without an EFIN. I'm sure others who are new or novices to the tax business have commented on their encounter. I'm unable. The software is user friendly and the tutorials are very detailed. No issues with receiving your share of tax prep fees (my #1 initial concern). Overall pleasant experience. I would recommend and partner with Keystone again. This is my second year working with Keystone. Any questions I had were answered, and any issues (typical tax stuff) were addressed promptly. I actually privy the new software, as its more user friendly and faster to complete returns. Overall, I'm satisfied with the company, the staff and the software. The only thing I would changed is bringing back the 100% partner option. Maybe this plan can be reintroduced next season.

It was a software change I did not look forward to, but the terrible service/product from the prior company became so great it was necessary. After much searching I liked what Keystone have. It was very helpful with their Demo's to research, that was very helpful in making the change. I look forward to next year with them, and I tell my clients about their product. Especially the staff who were ALWAYS there to answer a question, and were very courteous also. I am a very satisfied customer of Keystone, and I can't wait to start next years season. A special thanks to the girls who pick up the phone for us every day of the season, without them - it would be just another blah tax program! Thanks to you Keystone for the program, and again, a special thanks to your staff.