With overall average ratings of 3. Despite the decrease in the average overall rating for all tax preparation software packages, the average ratings of all features were higher than 3. Contact Conversion Support for availability of conversions for prior years. April 16 - August 31 9:00 a. The QuickTrack feature allows users to easily access frequently used organizers and the QuickForm option offers easy access to all major tax forms. The discussion that follows is limited to these providers, as the results for those receiving fewer than 10 ratings may not be representative of a broader survey of the software users.
March 2 - March 14 8:00 a. This software is very easy to integrate. Parker Tax Publishing continued to gain responses, with almost 14% of the total in 2016, compared to 11% in 2015. The lowest rated feature for both sites was customer service, but this category improved from 2015. Ratings of Tax Preparation Software Participants rated each software package on six factors: value for cost, ease of use, customer support, availability of forms, and accuracy low error rate.
Plan Management Can I create a personal plan that only I have access to? These guys offer integration with all other Thomson Reuters products, which is amazing for those looking to purchase everything they have in offer! When no other word will do, explain technical terms in plain English. The respondents were again experienced tax preparers, with over 80% reporting that they had more than 20 years of experience as tax professionals. Answer: As a Subscription Administrator, you have implicit and explicit client permissions. The overall ratings decreased modestly for tax preparation software, but increased for the third consecutive year for tax research software. Federal returns can be validated prior to e-filing, with issues flagged for review. For a complete list, refer to the documents for the competitor software. The average satisfaction rating for the nine professional products included in the survey was 4.
Please seek appropriate professional advice for tax-related matters. The state statistics were similar: 35. Two features were rated for the first time in 2015: accuracy low error rate and availability of forms. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link. Answer: The difference between these two user roles can be generally summed up like this: Practitioners can manage clients and plans; Subscription Administrators can manage clients and plans, and can also manage users, teams, security policies, and other administrative functions. Company reliability essentially retained its third place position from 2015.
These ratings were relatively high, with an average of 4. In fact, value for cost was rated somewhat higher than customer support for commercial tax research products. Caveat: The lopsided response in favor of just four products makes the individual scores of the remaining five products statistically unreliable. February 2 - March 1 8:00 a. Of the features respondents were asked to rate, which did they consider the most important? Value for cost dropped to second most important for tax research products and fourth for tax preparation tools. When answering questions, write like you speak.
Ask yourself what specific information the person really needs and then provide it. The average rating of 3. Of the seven packages with more than 10 ratings, the overall ratings were between 3. The next lowest-rated feature was customer support, but its overall average rating of 3. This same rule applies if you copy a plan from a client Client A to the same client Client A. Nevertheless, with the exception of accuracy for which it received a relatively high rating of 4. People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge.
If you need help ensuring these ports are open, please contact your network administrator. But when Intuit acquired Lacerte a few years ago, it took a different tack: Because both the Lacerte brand name and product were so popular, Intuit decided to continue the package under a joint name. February 2 - March 1 8:00 a. Using this method, all users with permission to the client have access the same client plan. Together, these seven packages represent about 92% of the total ratings received. With the Copy to Clients command, you can copy a plan from one client to another client or to other clients. The product easily handles federal, state, and local tax forms including 1040, 1041, 1042, 1042S, 1065, 1120, 1120S, 990, 706, 709, 5500 and 2290, with all states, along with related Payroll, U.
Switching tax packages is no small matter. See and the related topic. The average overall rating of 3. The product also offers a custom tax equalization module that is designed to handle expatriate calculations. Plan Naming Conflicts If a target client a client receiving a copy of the selected plan already has a plan with an name identical to that of the plan being copied, the copied plan name is appended with a sequential number.
The majority 73% had not switched packages within the past five years, and 89% of respondents did not plan to switch software products within the next year. Similar to the tax preparation software ratings, there is then a substantial gap down to familiarity, customer support, and availability of states. When a software publisher acquires a competitor, it usually just wants the customer list; the acquired product usually becomes defunct and the buyer seeks to convert the orphaned customers to its brand. The product supports multiple monitors, making it particularly useful for firms with multiple users. Because of the continued intense competition in the tax-software market—and if history is any guide—further consolidation is likely to continue.