2009 Tax Software Survey

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 late June and early July and received 9,776 responses.

Below are results showing how many respondents used each product and overall ratings by product. Then the detailed responses for each product are presented, along with individual product information provided by the vendors, including prices and new features. Full survey results are available in the September 2009 issue of The Tax Adviser.

Editor’s note: Products that received fewer than 100 responses—TaxSimple and TaxSlayer Pro—are not show in the overall results.

Market Share Among Firms With Six or More Preparers

Market Share Among Firms With Five or Fewer Preparers

Overall Product Rating
(On a scale of “1” to “5” where “1” means “very bad” and “5” means “very good”)

Individual Product Information and Responses
Detailed responses for each product are presented in the links below, along with individual product information provided by the vendors, including prices and new features.

• ATX 1040 Office
• Drake Software
• GoSystem
• Lacerte
• ProSeries Professional
• ProSystem fx Tax
• TaxACT 2009 Preparer’s 1040 Edition
• TaxSimple
• TaxSlayer Pro
• TaxWise Complete Tax and Accounting
• TaxWorks
• TurboTax (for Individual Consumer Use)
• UltraTax CS

Full survey results are available in the September 2009 issue of The Tax Adviser.