2020 tax software survey: Shares of respondents and product and company information

By Paul Bonner

In this year’s tax software survey by the JofA and The Tax Adviser, 3,210 CPAs assessed the software they used to prepare 2019 tax returns for a fee. The survey was conducted June 1–12, 2020. The share of respondents using each of 13 software products identified in the survey’s questions, in total and in smaller and larger firms, along with information about basic packages and features of seven of the most-used products, are shown below. More information and analysis of the survey results are available in articles in the September 2020 issues of The Tax Adviser and the JofA.

Products used by respondents

Shares of all respondents

Products used by respondents

Shares of respondents in firms of five or fewer preparers

Shares of respondents in firms of five or fewer preparers

Shares of respondents in firms of six or more preparers

Shares of respondents in firms of six or more preparers

Basic information about the seven most-used products

ATX

  • Company: Wolters Kluwer Tax & Accounting
  • Packages: 1040 (individual returns, includes three states, 75 e-filed returns); MAX (all federal and state business returns, sales and use tax forms, payroll compliance reporting, unlimited e-filing); Total Tax Office (preceding features plus integrated document management and expanded research capabilities); ATX Advantage (preceding features plus enhanced asset management, practice management integration).
  • Per-return pricing available: Yes
  • Integrated tax research available: Yes
  • Integrated accounting software available: Yes

CCH Axcess Tax

  • Company: Wolters Kluwer Tax & Accounting
  • Packages: Multiple bundles, with cloud-based suite modules including practice management, document management, project management, and client portal.
  • Per-return pricing available: Yes
  • Integrated tax research available: Yes
  • Integrated accounting software available: Yes

CCH ProSystem fx

  • Company: Wolters Kluwer Tax & Accounting
  • Packages: Multiple bundles based on firm needs.
  • Per-return pricing available: Yes
  • Integrated tax research available: Yes
  • Integrated accounting software available: Yes

Drake Tax

  • Company: Drake Software
  • Packages: DrakeZero (for stand-alone sites); Web1040 (for multiple sites).
  • Per-return pricing available: Yes
  • Integrated tax research available: Yes
  • Integrated accounting software available: Yes

Lacerte

  • Company: Intuit Inc.
  • Packages: Lacerte Unlimited; Lacerte 200; Lacerte Pay-Per-Return (Fast Path).
  • Per-return pricing available: Yes
  • Integrated tax research available: No
  • Integrated accounting software available: Yes

ProSeries

  • Company: Intuit Inc.
  • Packages: Basic (20, 50, or unlimited 1040 returns + 2–4 states); Professional (Pay-Per-Return, Choice 200, 1040 Complete, Power Tax Library).
  • Per-return pricing available: Yes
  • Integrated tax research available: No
  • Integrates with accounting software: Yes

UltraTax CS

  • Company: Thomson Reuters
  • Packages: CS Professional Suite.
  • Per-return pricing available: Yes
  • Integrated tax research available: Yes
  • Integrated accounting software available: Yes

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