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Dr. Mac: Rants & Raves - How H&R Block Frittered Away Big Bucks & Irritated Potential Customers...

by
March 23rd, 2007

Episode #75

It's been a while since I offered a genuine rant in this space, but I couldn't resist sharing this incredible tale of what is perhaps the most inept promotion I've ever seen in my life (and I've seen a lot).

It all began last month when the February issue of Macworld Magazine landed on my desk. In it I found a full-page, 4-color ad from H&R Block offering a free download of its TaxCut Basic software.


Figure 1: The ad.

So, though I have paid my trusted friend and accountant John Henderson to prepare my tax return for as long as I can recall, I can never resist a freebie and thought I'd give this TaxCut software a shot before sending the shoeboxes over to John.

At this point I was quite impressed with H&R Block's marketing savvy. I'd never considered TaxCut before, but they offered it to me for free and I got very interested very quickly. That's smart. And, because it was a "download-only" deal, the cost of goods to H&R Block had to be extremely low. That's even smarter. Finally, I noticed in the fine print that, "fees apply for your tax consultation and e-filing," which meant that H&R Block stood to make a few bucks off the software they were giving away for free. That's brilliant.

But while the marketing concept and strategy were brilliant, the execution was anything but.

The Story

First, I went to the designated Web page and filled out the short form.


Figure 2: The form.

Alas, when I clicked the Continue Checkout button, a blank page with no buttons or links appeared.


Figure 3: The result.

Puzzled, I tried the whole procedure again from the beginning, but the outcome was the same. I thought it might be a browser thing so I switched from Safari to FireFox and tried it again. No luck. I tried another browser, OmniWeb, but that didn't work either. I even tried it on the old family iMac. It didn't work there either.

I used the on-site form to send an e-mail message to a support specialist. I composed a rather polite one explaining the situation in excruciating detail and making it clear that I was using a Mac.

Here's the reply I received the next morning:

Thank you for contacting H&R Block TaxCut Software Support.

I do apologize that you cannot download TaxCut. Are you getting an error message? What exactly is happening? You may want to try to turn off your popup blocker, your anti-virus and any firewall, and then attempt the download again.

If you have further questions or concerns, please reply to this e-mail. H&R Block values you as a TaxCut customer and we look forward to serving as your tax and financial partner in the future.

Sincerely,

H&R Block TaxCut Software Support Team

I replied:

Dear TaxCut,

No popup blocker, anti-virus, or firewall. Tried again and the same thing happened. When I fill out the form at:

https://store.taxcut.com/ dr/sat3/ec_MAIN.Entry10?xid=1478&sp=10035&PN=1&V1=1

...and click the Continue Checkout button, I am taken to a blank page and no download occurs. I'm enclosing a screen shot of the page I see after clicking the Continue Checkout button.

Regards,

Bob "Dr. Mac" LeVitus

Raconteur, wordsmith, consultant, and author of nearly 50 books

Note: The screen shot was Figure 3, above.

Eight days later I hadn't heard a peep so I e-mailed them again:

Dear TaxCut,

It's been a week and I've heard nothing from you. The free download advertised in Macworld magazine still doesn't work. Our original e-mail exchange appears below.

Regards,

Bob "Dr. Mac" LeVitus

Raconteur, wordsmith, consultant, and author of nearly 50 books

They responded:

Thank you for contacting H&R Block TaxCut Software Support.

I apologize for the wait. Please try to turn off your proxy settings and reboot your computer. Are you receiving an error message?

If you have further questions or concerns, please reply to this e-mail. H&R Block values you as a TaxCut customer and we look forward to serving as your tax and financial partner in the future.

Sincerely,

H&R Block TaxCut Software Support Team

I wrote back:

Dear H&R Block,

There are no proxy settings to turn off. There are no error messages, no firewall, no anti-virus, and no popup blockers, either. It's a Macintosh, for gosh sakes!

In fact, I've now tried it with two other Macs and two browsers and it still fails every time on all three computers. As soon as I complete the form at:

https://store.taxcut.com/dr/sat3/ec_MAIN.Entry10?xid=1478&sp=10035&PN=1&V1=1

...and click the Continue Checkout button, I see a blank page and no download occurs. I'm again enclosing a screen shot of the page I see after clicking the Continue Checkout button.

Regards,

Bob "Dr. Mac" LeVitus

Raconteur, wordsmith, consultant, and author of nearly 50 books

To which they replied:

Thank you for contacting H&R Block TaxCut Software Support.

We sincerely apologize for the misunderstanding. However if the download isn't working at the website, what you can do is call the online store directly at 1-866-509-7629. They will be able to further assist you.

If you have further questions or concerns, please reply to this e-mail. H&R Block values you as a TaxCut customer and we look forward to serving as your tax and financial partner in the future.

Sincerely,

H&R Block TaxCut Software Support Team

That was when I gave up and sent the shoe boxes over to my buddy John the accountant. Yes, it's going to cost me more, but I'll sleep better at night knowing that my tax return is being prepared by a licensed professional who cares about his clients.

Summary & Conclusion

H&R Block spent around $40,000 for the ad in Macworld. I spent several frustrating hours attempting to download its software, writing polite and potentially helpful e-mails, and creating screen shots to illustrate the issue. After all that I was unable to download the free software.

Furthermore, although I explained the issue clearly several times, H&R Block didn't appear to make any attempt to fix it. (For what it's worth, I just tried it again, a month later, and it still doesn't work.)

I have no way of knowing whether other Mac users had issues such as mine, but I suspect many did. If so, H&R Block blew a lot more than just $40,000 on this debacle. It'll be a cold day in hell before I do business with such inept bozos. And I doubt I'm the only Mac user in the world who feels this way today.

And that's all he wrote...

Bob "Dr. Mac" LeVitus has been a Macintosh user for a long, long time and has written 49 computer books including Mac OS X Tiger For Dummies and GarageBand for Dummies. He also offers expert technical help and training to Mac users, in real time and at reasonable prices, via telephone, e-mail, and/or unique Internet-enabled remote control software. For more information on Bob and his services, visit www.boblevitus.com.

Send polite comments to

Send impolite comments to DeleteWithoutReading@boblevitus.com, or post your comments below.

Dr. Mac: Rants & Raves Archives.

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Observer Comments

Show: Subjects Only | Full Comments
Close Name:davebarnes Posts: 115 Joined: 12 Jan 2005
Subject: I was wrong.

Earlier, I wrote: "The offer was for TaxCut Basic which does not run under Mac OS X -- only Windows.
There is no free software available for Mac users.
So, the offer was even more retarded than you thought."

Well, it appears that I was incorrect.

The reason I made that statement is that when I surfed to http://www.taxcut.com/macworldmagazine and then clicked on the "Add to Cart" button, I got a JavaScript popup that said: "We are having difficulties processing your order. Please select from list."

So, for me, using Firefox 2.0.0.3, I could not order it.



Last edited by davebarnes on Sat Mar 24, 2007 9:54 am; edited 1 time in total
Reply | Quote
Close Name:iVoid Posts: 56 Joined: 10 Jan 2007
Subject:

They also gave out CDs with their software at MacWorld this year. Free software and free e-filing seemed worth a try.

When I began to install it I found that it was only Federal taxes. State would cost me extra.

Since I was already using Turbotax web version for the past 2 years, it was just easier to continue this year (since they can fill in info from the last year's returns).

I might have saved some by trying H&R's tax program on my Mac, but without the state taxes as part of the free trial it wasn't worth trying it.

Close Name:FlipFriddle Posts: 454 Joined: 18 Dec 2001
Subject: I bet...

if you tried it on Windows machine with IE 6 or 7 it would work. Completely inane given it was an ad for Mac software in a Mac mag, but that would be the icing on the cake. I don't have a windoze machine around... anyone care to test my theory?

View Name:Guest
Subject: Worked for me...
View Name:Guest
Subject:
Close Name:macgenie Posts: 3 Joined: 23 Mar 2007
Subject: Those customer service zombie emails

I hate it when it's so obvious that no one read (or cared enough to read carefully) my email to customer support. Stock answers are inevitable, but it's so annoying when it should be obvious that the stock answer is not the answer to the problem.

Close Name:Terrin Posts: 350 Joined: 29 Jan 2006
Subject:

I tried using H & R Block online software about three years ago. I wanted to compare it to Intuit's online software, which I had used the previous two years. After about ten minutes of agony I decided Intuit's online experience was a billion times better. I have used Intuit's online software ever since, and I find it to be quite good. Much better then filling in forms, and much cheaper then paying an accountant. The software does the math for you, and guides you through the forms.

If you are poor, the Federal government and many State's subsidize the cost, although you must not have any fancy tax issues, like selling stock. To take advantage of that, do a Google freedom tax search, as you must log on from that specific Intuit website.

My mom has used an accountant for years, paying close to a thousand dollars a year for the service. I got her to try Intuit's service about three years ago, and she has never looked back as it saves her big bucks not only in accountant fees, but in taxes.

Many financial website's like Vanguard offer members a discount (if you log on through their sites). If you want a good fairly priced service I wholeheartedly recommend giving Intuit's online software a try (as opposed to the CD, which may be good, but I have never seen a need to try it when I can just do it online). It even works with Safari.

View Name:Guest
Subject: It worked for me
View Name:Guest
Subject: Too late for me...
View Name:Guest
Subject:
View Name:Guest
Subject: Taxcut
View Name:Guest
Subject: No problem here
View Name:Guest
Subject: I wouldn't use H&R Block if they paid me!
View Name:Guest
Subject: It worked - message to Intuit
View Name:Guest
Subject: H&R Block
View Name:Guest
Subject:
View Name:Guest
Subject: Worked Just Fine for Me
View Name:Guest
Subject: Beware: H&R Block Taxcut Gotcha (Free Tax Prep + eFile)
View Name:Guest
Subject: Support is terrible at many, many places these days
Close Name:rjackb Posts: 31 Joined: 08 Dec 2005
Subject: No problems here.

I don't recall how I found out about it (probably through an e-mail but definitely not the MacWorld ad), but I had no problem downloading, installing, or using TaxCut. And, after printing out the forms (I owed money so no need to e-file), that is how I filed my return.

View Name:Guest
Subject: just downloaded it
Close Name:Lavode Posts: 141 Joined: 03 Dec 2001
Subject:

I tried TaxCut back when it first came out, because it was cheaper than MacinTax. I was using OS 8.6, which at the time was still officially supported by TaxCut. I was never able to file my return electronically, I had to go through a month with customer service just to learn that AOL's new servers were not compatible with TaxCut. So I filed via snail mail.

The experience really soured me on H&R Block, and I have happily shelled out the extra money for TurboTax each year for the peace of mind it brings. And after all, isn't that the Mac way of doing things?

View Name:Guest
Subject: H&R Block Cust. Service is horrible!
View Name:Guest
Subject: Interesting
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