2010 Tax Software Survey: Individual Product Information and Responses

BY ALEXANDRA DEFELICE

The JofA and The Tax Adviser surveyed our readers to determine what they liked and did not like about their tax preparation software. The survey was conducted in May 2010 and received 12,018 responses.

Below are results showing how many respondents used each product. Then the detailed responses for each product are presented, along with individual product information provided by the vendors, including prices and new features. Full survey results are available in the September 2010 issue of the Journal of Accountancy.

 

Editor's note: Products that received fewer than 100 responses—CrossLink 1040 by Petz Enterprises, Great Tax by Greatland Corp., Intuit ProLine Tax Online Edition, TaxACT, TaxSimple, TaxSlayer Pro, TaxWise, and TurboTax (Intuit’s consumer product)—are not show in the overall results.

 

What tax preparation software did you predominantly use to prepare 2009 tax returns for clients?

 

Product Share
ATX 1040 1%
ATX MAX 3%
Drake 3%
GoSystem Tax 6%
Lacerte 22%
ProSeries 9%
ProSystem fx 33%
TaxWorks 1%
UltraTax CS 19%
Other 3%

 

Market Share Among Firms With Six or More Preparers

 

Product Share
ATX 1040 0%
ATX MAX 0%
Drake 0%
GoSystem Tax 10%
Lacerte 17%
ProSeries 3%
ProSystem fx 51%
TaxWorks 0%
UltraTax CS 17%
Other 2%

 

Market Share Among Firms With Five or Fewer Preparers

 

Product Share
ATX 1040 2%
ATX MAX 6%
Drake 6%
GoSystem Tax 1%
Lacerte 28%
ProSeries 15%
ProSystem fx 16%
TaxWorks 2%
UltraTax CS 21%
Other 3%

 

Individual Product Information and Responses
Detailed responses for each product are presented in the links below, along with individual product information provided by the vendors, including prices and new features.

 

 

Full survey results are available in the September 2010 issue of the Journal of Accountancy.

 

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TAX PRACTICE CORNER

More R&D tax help

"Can I use the R&D credit?" PATH Act enhancements make the credit more attractive to a wider range of taxpayers.

QUIZ

Learn to choose between ‘who’ and ‘whom’

Writers can stumble over who and whom (or whoever and whomever). If you write for business, this quiz can help make your copy above reproach.