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 May 2011 and received 10,026 responses.
As in past years, three products led the pack in the number of respondents using them. Users of ProSystem fx Tax (CCH), Lacerte (Intuit), and UltraTax CS (Thomson Reuters) together accounted for nearly three-quarters of the responses; the remaining one-fourth were divided among, in decreasing order, ProSeries (Intuit), GoSystem Tax RS (Thomson Reuters), Drake (Drake Software), ATX (CCH Small Firm Services), Tax Works (RedGear Technologies), and seven other products that yielded fewer than 64 responses each and are not included in the overall results.
Below are results showing how many respondents used each product. Then the detailed responses for each product are presented. Full survey results are available in the August 2011 issue of The Tax Adviser and the September 2011 issue of the Journal of Accountancy.
What tax preparation software did you predominantly use to prepare 2010 tax returns for clients?
| Product | Share |
| ATX |
4% |
| Drake | 4% |
| GoSystem Tax RS | 6% |
| Lacerte | 22% |
| ProSeries | 9% |
| ProSystem fx |
32% |
| TaxWorks | 1% |
| UltraTax CS | 20% |
Market Share Among Firms With Six or More Preparers
| Product | Share |
| ATX |
0% |
| Drake | 1% |
| GoSystem Tax RS | 11% |
| Lacerte | 18% |
| ProSeries | 2% |
| ProSystem fx |
49% |
| TaxWorks | 0% |
| UltraTax CS | 18% |
Market Share Among Firms With Five or Fewer Preparers
| Product | Share |
| ATX |
7% |
| Drake | 7% |
| GoSystem Tax RS | 1% |
| Lacerte | 27% |
| ProSeries | 14% |
| ProSystem fx |
16% |
| TaxWorks | 2% |
| UltraTax CS | 22% |
Individual Product Survey Responses
Detailed
responses for each product are presented in the
bold links below. (Opens in new window; click once to enlarge.)
-
ATX
Visit atxinc.com for product information
-
CrossLink
Visit CrossLinkTax.com for product information
-
Drake
Visit DrakeSoftware.com for product information
-
GoSystem
Tax RS
Visit CS.ThomsonReuters.com for product information
-
Greatland
Great Tax
Visit greattaxpro.com for product information
-
Lacerte
Visit Lacerte.Intuit.com for product information
-
ProLine
Tax Online
Visit proadvisor.intuit.com for product information
-
ProSeries
Visit ProSeries.Intuit.com for product information
-
ProSystem
fx
Visit CCHGroup.com for product information
-
TaxACT
Visit taxact.com for product information
-
TaxSimple
Visit taxsimple.net for product information
-
TaxSlayer
Pro
Visit taxslayerpro.com for product information
-
TaxWise
Visit TaxWise.com for product information
-
TaxWorks
Visit taxworks.com for product information
-
TurboTax
Visit TurboTax.com for product information
-
UltraTax
CS
Visit CS.ThomsonReuters.com for product information
Full survey results are available in the August 2011 issue of
The
Tax Adviser and the September 2011 issue of the
Journal
of Accountancy.
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