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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

A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.