The Top Five Reasons Tax Clients Go DIY

And the top five ways to win them back.

By CPA Trendlines

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.

Already a PRO Member? Click Here to Login & Continue Reading →

Go PRO Today: Choose one of these great offers

EASY!

Monthly Plan, $24.97
Save $5/month (17%)!

CLICK HERE
FOR
THE EASY MONTHLY PLAN

7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97

BEST VALUE!

Yearly Plan, $249.95
Save $110/year (30%)!

CLICK HERE
FOR
THE BEST SAVINGS

7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95

See our Special Covid Crisis Special Offer!

24-HOUR DAY-PASS

One-Time, $12.99
Some limitations may apply.

CLICK HERE
FOR
ONE-TIME ACCESS

Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

CPA Trendlines Research



About the Author

CPA Trendlines contributors are experts recognized in the profession as leading influencers, thought leaders, practitioners, professionals, and advisors.

See all our 
expert contributors here.

They help us deliver the freshest research and analysis in the tax, accounting, and finance professions. We call it "actionable intelligence" for your firm, your business, your clients, and your career.

With more than 200,000 followers, subscribers, and clients, CPA Trendlines is the largest independent community in the profession.
Go PRO to get all the members-only benefits.

Here you'll find exclusive tools, tips, trends, and guidance, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. No fluff. No hype. Just the facts and figures, insights and implications. What Professionals need for smarter, faster, data-based decision-making to advance their careers and their organizations. 

– Rick Telberg
 Founder, CEO

Find more professional resources by your favorite expert authors at:
The CPA Trendlines Store

Click here for more by CPA Trendlines Research