H&R Block Overview
What is H&R Block?
H&R Block's tax software is an installation-based tax preparation solution designed to help individuals and small business owners file their personal and professional tax returns. Leveraging the brand's extensive tax expertise, the software provides guided interviews and step-by-step assistance to navigate tax rules, claim eligible deductions and credits, and ensure accurate filing. For small businesses, it handles specific schedules and forms related to sole proprietorships, freelancers, and single-member LLCs. The software includes options for e-filing and direct deposit of refunds, and often provides access to audit support and expert help, mirroring the services available at H&R Block's physical locations.
Who it's for:
This software is aimed at individuals and very small business owners (like freelancers and independent contractors) who are comfortable preparing their own taxes but want the guidance and reassurance of a major tax brand. It is suitable for those with relatively straightforward tax situations who may have some business income to report alongside personal income and prefer a downloadable software over a purely online interface.
Our verdict:
Our verdict is that H&R Block's tax software is a trustworthy and user-friendly option for DIY filers, especially those with simple small business income. Its strength lies in translating the company's vast tax preparation experience into a guided digital process. The availability of expert help and audit support adds a layer of security. While it faces stiff competition from TurboTax, it remains a solid, reliable choice for taxpayers who value the H&R Block name and its approach to demystifying tax filing for individuals and micro-businesses.
H&R Block Details
H&R Block Platforms supported
Desktop Windows
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
H&R Block Support options
H&R Block Training options
H&R Block Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
H&R Block Features
Most valued H&R Block features by users
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Compliance Management
Data Import/Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payment Management
Payroll & Employer Forms
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