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

Product Share
ProSystem fx 47.9%
UltraTax CS 16.4%
Lacerte 15.9%
GoSystem 10.7%
Other 3.2%
ProSeries 2.9%
TaxWise 1.3%
TurboTax 0.7%
Drake 0.4%
ATX 0.4%
TaxWorks 0.3%
TaxACT 0.1%

Market Share Among Firms With Five or Fewer Preparers

Product Share
Lacerte 20.6%
ProSeries 15.5%
ProSystem fx 14.0%
UltraTax CS 12.9%
TurboTax 11.8%
ATX 8.3%
Drake 4.6%
Other 4.6%
TaxACT 2.7%
TaxWorks 1.7%
TaxWise 1.7%
GoSystem 1.5%

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

Product Rating
Drake 4.44
UltraTax CS 4.44
Lacerte 4.43
ATX 4.34
TaxACT 4.33
ProSeries 4.31
TurboTax 4.30
TaxWorks 4.20
ProSystem fx 4.20
TaxWise 3.72
GoSystem 3.55

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.


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

SPONSORED REPORT

Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.