![]() During the 13 minutes I spent preparing a simple return, I encountered no fewer than three offers to upgrade. While the software offers many tips to help do-it-yourselfers, including a bot (known as the TurboTax Digital Assistant), you won’t have access to hands-on customer service unless you’re willing to upgrade to TurboTax Live.Īnd that’s another aspect of using TurboTax you should be aware of: near-constant urging to upgrade your package. Before filing your return, a tax pro will schedule a time to review your return with you. You can also pay an additional fee to move to Full Service and have your tax return prepared for you. When you choose this option, the tax pro will do a final review of your return before you file. If you get stuck along the way, you have the option of paying an additional fee and upgrading to TurboTax Live to get on-demand help from a TurboTax expert or CPA.
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