Switching tax packages is no small matter. Regarding specific modes of customer support in 2016, usage of live chat increased substantially from 2015, with 9% using it often or frequently and 36% using it occasionally. Offering more products as web services — As our larger clients see the benefits of a web service, we integrate more of our product line. With the Copy to Clients command, you can copy a plan from one client to another client or to other clients. The website information for the tax software vendors rated by 2016 survey participants is listed in.
Answer: Yes, with Editor or Owner client permission. April 16 - August 31 6:00 p. In addition to new federal reporting requirements, tax preparers were also affected by state and local delays in the release of tax forms and were advised by officials to file extensions. . Familiarity dropped from fifth in 2015 to eighth in 2016. The overall ratings increased for three of the four commercial packages with more than 10 responses. Although Drake Software was rated by significantly more users than in 2015, primarily smaller firms, it lost its top rating, which it had held for five consecutive years.
Nevertheless, the overall demographics for 2016 encompassed firms of all sizes. Answer: If you have forgotten your password, on the page click the Forgot Your Password link and follow the instructions. The overall ratings of the remaining four packages declined in 2016. Note that you can sort and filter the client records in this table just as you can on the Clients page. There are also a variety of online tools and resources available in both the Help and How-To Center and the Customer Center, where users can access account information, download enhancements, and access support via chat, with toll-free support available as well. The average rating for timely updates for the commercial packages was 3. Currently, there are only 16 tax software products on the market that provide all the necessary federal forms and can calculate taxes for every state with an income tax.
You can also with a Support or Customer Service representative between 9:00 a. Aside from the packages reviewed in this survey, other products on the market include GreatTax, Orrtax, Dunphy, Taxslayer, Petz Crosslink, TaxSimple and TaxAct. The many wonderful features is helpful to remain timely and organized. Other web sites received an average value for cost rating of 4. If you need help ensuring these ports are open, please contact your network administrator. Together, these seven packages represent about 92% of the total ratings received. To watch a demonstration on bridging, see.
March 16 - April 14 9:00 a. The use of pay-per-return pricing to reduce tax return preparation costs remained fairly constant at 33% in 2016, although only 3% reported considering it for the future. E-mail was used often or frequently by 17% of survey respondents and occasionally by 51%, and online support was used often or frequently by 21% of respondents and occasionally by 47%. Client Management How do I grant client permissions to other users in my firm? Territories, Canadian, Pension, and Election Statements, with updates issued daily during the tax season. New questions included bundled software purchases and outsourcing of routine tasks; additionally, a few questions were modified, primarily in response to participant comments from previous years.
Only one of the newer exclusively online providers, Intuit Tax Online, received any ratings in the 2016 survey. See and the related topic. If a user is removed and that user has sole Owner permission to clients, what happens to the clients? If your client permission is Owner or if you are a Subscription Administrator, you can grant client permissions to other users, which gives the other users access to the client's plans. March 16 - April 6 9:00 a. Customer support ratings increased overall for the commercial packages to 3.
Tax Preparation Software The survey questionnaire listed 17 of the most commonly used commercial tax return software vendors and also gave respondents the option of writing in a package not listed. The program also includes diagnostic messages that help to pinpoint return inconsistencies and errors. For all nine products, 89% of respondents said they planned to stay with their vendor—showing an apparent 11% voluntary turnover rate. However, four packages—Lacerte, ProSeries, ProSystem fx Tax and UltraTax—received enough responses to provide at least a conditional analysis. Was advised that this could help me land a job or internship next year since a lot of firms use it and having knowledge and background on it is a plus. Reflecting a similar decrease, 59% allowed employees to use mobile devices for work, compared to 70% in 2015, and the employees personally owned more than half of the allowed devices. It is important to understand the conversion process, what is converted, and what to expected from your converted data.
This is similar to what has been reported in previous years. Despite the increase in value for cost as compared to previous years, it was still the lowest rated feature. The 2016 survey found that fewer participants 26% offer a telecommuting option for their staff, although another 7% were considering it. This software is very useful, effective and intuitive. You can also use this command to duplicate a plan for a particular client see , below. We had hoped to correlate the type and size of firm with the software used, but again we were stymied by the fact that some packages received very few responses. In addition, 73% of calls from taxpayers were answered within 11 minutes, reducing the wait time by 50% and doubling the number of calls accepted in 2015.
Beginning in 2016, certain U. An auto-compute feature is also available that allows users to easily view results as data is being entered into the system. The average overall rating of 3. Can I copy a plan from one client to other clients? If you have any questions concerning the conversion process, please a Conversion Specialist for assistance. Evidence of the growing concentration can be deduced from the data in. Imagine you're explaining something to a trusted friend, using simple, everyday language.
When you have to do the tedious act of taxes this product walks you through the steps and makes the process easy and quick. Customer support was given as one of the most prevalent reasons for switching software and was rated as the third most important feature for tax preparation software, but it was a substantially less important feature for tax research resources. Troubleshooting I am experiencing issues upgrading the Turbo plug-in. Caveat: The lopsided response in favor of just four products makes the individual scores of the remaining five products statistically unreliable. Intuit ProSeries was the only other package that reported improvements in customer support. April 1 - April 14 8:00 a. Answer: Permissions are client specific, not plan specific.