2010 Tax Software Survey: TaxWorks

August 1, 2010

Click here for detailed survey responses for TaxWorks. (Opens in new window; click once to enlarge.)

General Information
Tax program name: TaxWorks
Vendor name: REDGEAR Technologies
Telephone (sales): 1-800-230-2322
E-mail (sales): sales@taxworks.com
Website: www.taxworks.com
Number of users: 8,310
Pricing
Price on Federal 1040 (new customers): $1,395
     Increase from last year? For new users, yes. Last year, it was $1,295 for new users. The list price last year was the same $1,395.
     By how much? $100
Renewal price: $1,195 if they renewed by May 31. Now, the price is $1,295.
State price (new customers): $200
     State renewal price: $200
Pay-per-return pricing: 1040: $20; Business: $35; Additional state: $15
Additional cost for e-filed returns: No charge for e-filing
Web/SaaS Version
Do you offer an online/SaaS version? No
Support
Toll free phone: 1-800-843-1139
Hours:

Off Season: M–F 8am–5pm Mountain Time

 

Tax Season: M–F 6am–8pm, Sat 6am–6pm Mountain Time

E-mail support? support@taxworks.com
IM/Chat? No
Other? N/A
Features/Functionality
Do you offer organizers? Yes
Client letters? Yes
Client portals? No
Does your software integrate with other products?

ArkWorks–paperless office solutions. Import from QuickBooks, EasyAcct, and Creative Solutions Accounting,

New features added to your software for this year:
  • Audit Trail on 1040 Page 1 and 2.
  • Tick Mark on output to help with reviewing returns. 
  • Apportionment grid for 1065, 1120, and 1120S returns to help with automating apportionment of multistate business income. 
  • Lock Return feature: prevent any unwanted changes to the return when it is completed.
  • Support for 1040 MEF added in the 2009 software during the summer of 2010.
  • STaR (Simple Tax Return) Wizard: interview input for simple 1040 returns.

 

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