2011 Tax Software Survey: Individual Product Survey Responses
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.)
- ATX Visit atxinc.com for product information
- CrossLink Visit CrossLinkTax.com for product information
- Drake Visit DrakeSoftware.com for product information
- GoSystem Tax RS Visit CS.ThomsonReuters.com for product information
- Greatland Great Tax Visit greattaxpro.com for product information
- Lacerte Visit Lacerte.Intuit.com for product information
- ProLine Tax Online Visit proadvisor.intuit.com for product information
- ProSeries Visit ProSeries.Intuit.com for product information
- ProSystem fx Visit CCHGroup.com for product information
- TaxACT Visit taxact.com for product information
- TaxSimple Visit taxsimple.net for product information
- TaxSlayer Pro Visit taxslayerpro.com for product information
- TaxWise Visit TaxWise.com for product information
- TaxWorks Visit taxworks.com for product information
- TurboTax Visit TurboTax.com for product information
- UltraTax CSVisit CS.ThomsonReuters.com for product information
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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