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  Special Client Services
Tax program Percentage of users charging extra for e-filing Percentage of users planning to charge extra next year Percentage of users offering tax-refund advances Percentage of clients using them Percentage planning to offer tax-refund advances next year Percentage offering online organizers this year Percentage of clients using them
ATX MAX 11.0% 22.6% 6.8% 20.0% 6.2% 12.3% 21.8%
Drake Software 7.9% 11.1% 11.1% 11.5% 14.3% 11.1% 16.7%
GoSystem Tax RS 33.8% 40.0% 0.0% 0.0% 0.0% 25.0% 13.2%
Lacerte Tax 25.6% 32.6% 0.7% 24.7% 1.6% 21.3v 11.9%
ProSeries Professional 27.5% 33.4% 5.0% 12.8% 5.9% 11.6% 23.7%
ProSystem fx Tax 23.8% 27.4% 0.2% 0.0% 0.8% 28.1% 10.4%
TaxACT Preparer’s Edition 55.6% 66.7% 3.7% 45.0% 3.7% N/A N/A
TaxWise 12.5% 8.3% 16.7% 12.7% 16.7% 16.7% 28.7%
TaxWorks 38.2% 38.2% 0.0% 0.0% 0.0% 26.5% 31.7%
UltraTax CS 24.4% 27.5% 1.3% 12.4% 1.8% 26.7% 9.7%
Average 26.0% 30.8% 4.5% 13.9% 5.1% 19.9% 18.6%

SPONSORED REPORT

Tax reform complicates year-end tax planning

Get your clients ready for tax season with these year-end tax planning strategies, which address how to make the most of recent tax law changes, such as the new deduction for qualified business income and the cap on the deductibility of state and local taxes.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.