Product Selection
Products respondents used, switched to and their future plans       Reasons for switching products
Tax program Number of respondents Percentage of responses Percentage who converted from another tax software product this year Percentage who planned to use the same product next year Percentage who didn’t plan to use the same product next year Not sure about using the same product next year Number planning to switch to this product Number that already switched to this product Price Hard to use or install Poor support Lacked necessary functions Was not accurate
ATX MAX 146 6.5% 8.2% 84.2% 7.5% 8.2% 11 12 66.7% 0.0% 0.0% 16.7% 0.0%
Drake Software 63 2.8% 6.3% 88.9% 4.8% 6.3% 3 4 75.0% 0.0% 0.0% 0.0% 0.0%
GoSystem Tax RS 80 3.6% 7.5% 81.3% 5.0% 13.8% 4 6 16.7% 0.0% 33.3% 50.0% 33.3%
Lacerte Tax 559 24.9% 2.3% 91.8% 1.6% 6.6% 9 13 7.7% 15.4% 23.1% 46.2% 23.1%
ProSeries Professional 320 14.2% 4.7% 88.1% 3.8% 8.1% 12 15 13.3% 6.7% 13.3% 33.3% 26.7%
ProSystem fx Tax 606 27.0% 3.0% 91.6% 2.0% 6.4% 12 18 11.1% 11.1% 16.7% 27.8% 22.2%
TaxACT Preparer’s Edition 27 1.2% 3.7% 81.5% 0.0% 18.5% 0 1 100.0% 0.0% 0.0% 0.0% 0.0%
TaxWise 24 1.1% 12.5% 83.3% 4.2% 12.5% 1 3 100.0% 0.0% 33.3% 0.0% 0.0%
TaxWorks 34 1.5% 8.8% 88.2% 2.9% 8.8% 1 3 66.7% 0.0% 0.0% 33.3% 0.0%
UltraTax CS 389 17.3% 5.7% 94.3% 2.1% 3.6% 8 22 50.0% 4.5% 9.1% 13.6% 4.5%
Total 2,248                        
  Products used by respondents (broken down by firm size)
 
Tax program Number of
respondents 		Sole
proprietor 		Local firm Regional firm National firm Big Four firm
ATX MAX 146 85.6% 13.0% 0.0% 1.0% 0.7%
Drake Software 63 68.3% 30.2% 1.6% 0.0% 0.0%
GoSystem Tax RS 80 5.0% 32.5% 22.5% 20.0% 20.0%
Lacerte Tax 559 42.6% 54.4% 2.9% 0.2% 0.0%
ProSeries Professional 320 65.0% 34.1% 0.9% 0.0% 0.0%
ProSystem fx Tax 606 20.8% 62.0% 14.7% 2.1% 0.3%
TaxACT Preparer’s Edition 27 100.0% 0.0% 0.0% 0.0% 0.0%
TaxWise 24 66.7% 33.3% 0.0% 0.0% 0.0%
TaxWorks 34 35.3% 61.8% 2.9% 0.0% 0.0%
UltraTax CS 389 32.9% 64.5% 2.1% 0.0% 0.0%
Total 2,248