iPhone Screenshots

Description

EY TaxChat is an on-demand, mobile tax preparation service that combines the convenience of "do it yourself" (DIY) with the quality of a tax return prepared by EY professionals.  EY TaxChat combines the ease of DIY tax software, the service of professional tax preparation and the clarity of fixed, transparent pricing.  Best of all, you can take advantage of the EY TaxChat service without ever setting foot in an office!
 
Just answer some simple questions about last year to get started, such as: Did you have a job? Did you have a mortgage? Did you have charitable deductions?  EY TaxChat will then give you a fixed fee quote for the tax preparation service, tell you exactly what documents you need to provide and connect you by chat with an EY tax professional in a fast and secure online environment. 
 
You can upload shorter documents (such as your W-2 or 1099s) by snapping pictures of them with your phone, and you can upload longer documents (such as your past year’s tax return) using our web-based uploader (at documents.tax.chat). Once your preparer has all of the information needed, the return will be prepared and uploaded onto the app, along with filing instructions on how to e-file or submit your federal and state returns. 
 
EY TaxChat combines the benefits of professional tax preparation service with the convenience of a mobile app. Welcome to the new paradigm of assisted tax preparation.

What's New

Version 3.24.0

New functionality includes status notifications, progress updates, home screen and user profile. General user experience improvements and tax year 2017 enhancements are also included.

Ratings and Reviews

3.5 out of 5

34 Ratings

34 Ratings

Inefficient and inaccurate

Crobins1037

Many others have submitted similar feedback, that the app has a ways to go before being user friendly. My frustration is that after getting through all of that, it seems the team somewhere made an error and now I’m facing additional charges and late fees from the IRS. In short: even after not a great user experience, the end result is even inaccurate. My concern with the “chat” feature is especially for occasions like this- I need an urgent response to resolve the IRS claim, yet wait hours or days to hear back.

Features needed:
1) instant chat. Doesn’t need to be with the specific tax representative, but there absolutely should be a way to communicate efficiently. This is not chat, it is delayed email via an app.

2) more questions. I filled out some forms, answered minimal questions- I feel like they were not thorough and did not understand my tax picture. When in doubt they told me to ask my own company for clarifications.

3) more detailed status.

4)ability to schedule meetings/time with the tax rep. Many of the back and forth would be much more efficient with a quick call.

5) ability to escalate/provide feedback in the app

Quick, easy and cost effective!

Klair W

Had a great experience with EY TaxChat - moved states part way through the year and faced multiple returns. Through this service I was able to just submit a handful of documents and answer a few questions but otherwise everything else was taken care of, resulting in a chunky tax refund, compared to the large payment due when I tried to do all the forms myself. Will definitely be using again next year.

Poor customer service - will never use again

Bostonian7777

We used this app for submitting our taxes and have fairly complex return multiple states and a few rental properties. We finalized what we were supposed to do and authorized them to efile our taxes and with 2 days to go have gotten no response. For the price that this costs to do my taxes I find it insulting that they never had a live accountant speak to me not even to walk us through the final version. My company reimburses me for this, but frankly the stress and hassle are not worth saving the $1K. Next year - I will not being using EY.

Information

Seller
EY Global Services Limited
*WEA.AppPages.Size*
58.2 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
Age Rating
Rated 4+
Copyright
© 2017 EY Global Services Limited
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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