During the month of May I spoke with some of TRX Alliance representatives, namely Michael Dodd and Todd Reynolds. They offered the 2009 Taxwise Program for $299.00 plus shipping if purchased by May month end. The shipment would be done in December. I thought that this was a really good deal. I had used the Taxwise program from 2001 to 2007 so I knew the Taxwise program very well and I figured that I would buy this program and not have to deal with any new program. I paid $328.95 for everything. They gave me my registration code so that I could install the 2008 TRXPRO - TW (Taxwise) program and use the program. They told me that I could prepare any 2008 tax return with the program. The only thing that I could not do was to electronically file returns - which is understandable. I installed the programmed in May. During the week of October 19th I was contacted by TRX regarding converting the clients from my 2008 tax software to the TRXPRO - TW software. I returned the called and did the conversion on October 29. The conversion went very. I had 3 clients whose info was not converted and I was told that I would have to enter those clients manually. So far, so good. All I had to do was to wait for the software in December. On December 2, I called TRX - Alliance to inquire regarding applying to Santa Barbara Bank (SBBT) to do the bank products. I was told to apply and I did and submitted the application to SBBT through TRX - Alliance. I called back on December 7 to see if SBBT had accepted the application. I was told by Andrew (Andy) that the TAX Wise Company had blocked my EFIN since I had used their software within the past 5 years. So TRX-Alliance could no longer offer me the TRXPRO-TW software which I paid for. They could replace it with their TRX program and I can learn their program. That was not the deal. I paid them in May for the TRXPRO-TW software because I knew the software well and I did not want to learn another software. They promised to deliver that software. Now seven months later, they said they cannot deliver that software. Well if they cannot deliver what they promised and I do not want their alternative, then all they have to do is to refund my money. I asked them for the refund. They would not return it. Then I spoke to Karen Bills, the manager or VP of sales and she told me the following three things:
1. I had three days to cancel. After I purchased the program (I told her that there was no need for me to cancel within the three days since I agreed to everything) Nothing changed within the three days. It was seven months later that the agreement changed and this change had nothing to do with me.
2. I purchased a membership. I paid for the 2009 TRXPRO - TW software which they promised to deliver in December and they sent the 2008 software so that I could get prepared for the 2009 software. Nothing was ever mentioned about any membership until now. Membership to what and for what I do not know?
3. She said that she was too busy and she does not have the time to talk with me any longer. What a way to deal with people one originally pursued.
Since then, they have changed their website to reflect that TRX - Alliance is a membership and even listed at the bottom that you must cancel within three days. The TRXPRO-TW software is not even there.
Today, because it is so late in the year I had to purchase my new 2009 tax program at a higher price because I missed out on the other early bird renewals in May by purchasing the TRXPRO-TW software and believing that I had a jump start on the tax program.
All I am asking is that TRX - Alliance refund me the money I gave them since they have not delivered the software I ordered.in fact, I have not received anything from them to date
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