survey: tax software favorite keeps crown

firm size may matter.

the accounting firm operations and technology survey

ultratax cs is the tax software most used by firms in our survey, at 24.2 percent of respondents.

bar chart

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it topped the choices last year as well … but at 26.7 percent.

the third-place option, cch prosystem fx tax, fell even more significantly, from 25.7 percent to 14.3 percent. meanwhile, our new runner-up lacerte nearly tripled its favor, from 5.9 percent to 16.8 percent. was this because of new features or pricing … drop us a line and tell us why you made a change?

firm size seems to be part of the answer.

the extra-large firms favored cch prosystem fx tax, with 46.2 percent giving it the nod and only 7.7 percent to each of the top two.

medium and large firms tapped ultratax cs first, 36.2 and 35.7 percent, respectively, then cch prosystem fx tax, 27.7 and 28.6 percent; smalls went for ultratax cs, then lacerte.

data chart

solos departed entirely for drake tax at 23.8 percent, nearly double its share of the firm spread overall.