Tax Software Survey: TaxACT 2009 Preparer's 1040 Edition

August 3, 2009

Click here for a PDF of detailed survey responses for TaxACT 2009 Preparer's 1040 Edition.

Tax program name

TaxACT 2009 Preparer’s 1040 Edition

Vendor name

2nd Story Software Inc.

Telephone

800-573-4287

E-mail address support@TaxACT.com
Web site taxact.com
Price on Federal 1040

$119

Is this an increase from last year? By how much?

No
Renewal price

$119, but we offer discounts a couple times per year

State price

$19.95 each or $79.75 for all available states

State renewal price

$19.95 each or $79.75 for all available states

Pay-per-return pricing

Unlimited paper returns

Additional cost for E-filed returns

Unlimited federal e-filed returns = $350

1-25 federal e-filed returns = $7.95 each

26-50 federal e-filed returns = $5.95 each

51-100 federal e-filed returns = $3.95 each

101+ federal e-filed returns = free

 

Unlimited state e-filed returns = $150

1-25 state e-filed returns = $3.95 each

26-50 state e-filed returns = $2.95 each

51-100 state e-filed returns = $1.95 each

101+ state e-filed returns = free

 

Prices subject to change

Online version? Cost? No
Support Phone and e-mail
Toll-free telephone

800-573-4287

Hours

Tax Season (January 8 - April 15)
Monday - Friday: 8 a.m. - 9 p.m. (CST)
Saturday: 8 a.m. - 5 p.m. (CST)
Sunday: 12 p.m. - 5 p.m. (CST)

After Tax Season (April 16 - January 7)
Monday - Friday: 8 a.m. - 5 p.m. (CST)
Saturday: Closed
Sunday: Closed

E-mail support? Yes
IM/chat? No
Other? Please specify

n/a

Do you offer organizers? Yes
Client letters

Templates for summary letters and professional invoices included

Client portals

 No

Does your software integrate with other products?
Which ones?

Yes

New features added to your software for this year

State editions for Illinois, Georgia and Minnesota; additional features to be announced in October when our 2009 Preview editions are released.

Other comments:

Information about our organizers:

  • Helpful Data Organizers for your clients - Prepare personalized Data Organizers that clients can use to aid them in gathering the necessary tax information and documents. An efficient worksheet lists last year’s numbers next to each space where the new data should be entered.
  • Client Manager - Keep your client list organized! View names, SSNs, phone numbers, return status and more, all in one convenient location. Rearrange and sort your list any way you like.

 

Preview versions of our 2009 Preparer’s software will be released in early October, with final versions released in early January 2010. In the meantime, anyone can download our 2008 products to try.

 

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