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Market trends in 1040 tax preparation survey results

This survey asked respondents to report:

What tax software do they use? Do they use a scan and populate solution? Which one?
How do clients share documents and data with the firm?
What does their workflow look like, and do they consider it to be efficient?
What changes would improve their process, and are they planning to make changes soon?

155 respondents participated in 2021 and 216 participated in 2020, for a total sample of 317. The results contain YOY comparisons.

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1040SCAN

TaxCaddy

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Survey results

The data in this PDF represent responses gathered between September and December in 2020 and 2021. 216 respondents participated in 2020 and 155 participated in 2021. The PDF includes YOY updates to market trends in tax preparation.

Respondents are comprised of select professionals in the public accounting industry (CPA Firms).

SurePrep customers were not included in this survey, so SurePrep solutions are not represented in the survey results.