the top five reasons tax clients go diy

and the top five ways to win them back.

by 卡塔尔世界杯常规比赛时间

taxpayers are more than twice as likely to use do-it-your-self software to prepare their returns, but they’re also 38 percent less likely to be satisfied when they do, according to a new survey by a tax software vendor.

focused on what pushes consumers towards tax-prep diy software technology solutions, the study of more than 500 taxpayers across the u.s. shows broad opportunities for accounting professionals.

the study, conducted by canopy, also says 55% of accountant clients cite the following top reasons for switching to a diy software solution:

  1. cost savings
  2. time savings
  3. tax situation became less complex
  4. more deductions found
  5. better accuracy

meanwhile, 51% of diy software users made the switch from self-service to hiring an accountant, due to:

  1. tax situation became more complex
  2. more personalized service
  3. better accuracy
  4. more deductions found
  5. time savings

top five ways accountants can win diy software users:

  1. provide tax legal advice
  2. have a deep understanding of personal tax situation
  3. free or discounted services if audited
  4. help with investment advice
  5. partners with additional service providers, such as attorneys, financial advisors, and insurance agents.