2011 Tax Software Survey: Individual Product Survey Responses

August 1, 2011

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 2011 and received 10,026 responses.

As in past years, three products led the pack in the number of respondents using them. Users of ProSystem fx Tax (CCH), Lacerte (Intuit), and UltraTax CS (Thomson Reuters) together accounted for nearly three-quarters of the responses; the remaining one-fourth were divided among, in decreasing order, ProSeries (Intuit), GoSystem Tax RS (Thomson Reuters), Drake (Drake Software), ATX (CCH Small Firm Services), Tax Works (RedGear Technologies), and seven other products that yielded fewer than 64 responses each and are not included in the overall results.

Below are results showing how many respondents used each product. Then the detailed responses for each product are presented. Full survey results are available in the August 2011 issue of The Tax Adviser and the September 2011 issue of the Journal of Accountancy.

What tax preparation software did you predominantly use to prepare 2010 tax returns for clients?

Product Share
ATX

4%

Drake

4%

GoSystem Tax RS

6%

Lacerte

22%

ProSeries

9%

ProSystem fx

32%

TaxWorks

1%

UltraTax CS

20%

Market Share Among Firms With Six or More Preparers

Product Share
ATX

0%

Drake

1%

GoSystem Tax RS

11%

Lacerte

18%

ProSeries

2%

ProSystem fx

49%

TaxWorks

0%

UltraTax CS

18%

Market Share Among Firms With Five or Fewer Preparers

Product Share
ATX

7%

Drake

7%

GoSystem Tax RS

1%

Lacerte

27%

ProSeries

14%

ProSystem fx

16%

TaxWorks

2%

UltraTax CS

22%

Individual Product Survey Responses
Detailed responses for each product are presented in the bold links below. (Opens in new window; click once to enlarge.)


Full survey results are available in the August 2011 issue of The Tax Adviser and the September 2011 issue of the Journal of Accountancy.

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