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Tax preparation software

Technology category · O*NET

Tax preparation software is a technology category in the O*NET database. Across U.S. occupations, 7 report using software or tools in this category. The named products below are the specific examples O*NET records for those jobs. The occupations that use it sit, on average, at the 84th percentile of AI task-exposure ( high) — how much that work overlaps with what AI can do, not a sign the tool is being replaced. See where every tool category sits.

A Hot tag marks technologies O*NET sees frequently in employer job postings; In demand marks tools an occupation specifically requires.

Example software & tools

Ranked by how many occupations list each product. Each number is an occupation count — a job is counted once per product — so the product rows overlap and do not sum to the category total.

Software / tool Occupations Tags
Intuit TurboTax 3 Hot In demand
ATX Total Tax Office 2
CCH ProSystem fx TAX 2
Intellitax financial solutions software 2
Intuit ProSeries 2
Universal Tax Systems TaxWise 2
1099 ProsSoftware 1
Abacus Tax 1
Advanced Micro Systems 1099-Etc 1
American Riviera Magtax 1
Avalara AvaTax ST 1
BNA Estate and Gift Tax Suite 1
BNA Income Tax Planning Solutions 1
BNA Sales and Use Tax Rates and Forms 1
Creative Solutions CPA Depreciation 1
Creative Solutions UltraTax 1040 1
Creative Solutions UltraTax CS 1
Datagroup ElectroFile 1040 1
Datagroup ElectroFile ELF 1
Datagroup ElectroFile ST 1
Electronic ToolKit for Tax Preparers 1
ExacTax PackageEX 1
GreatTax 1
H&R Block Tax 1
IDMS Account Ability 1
Income tax return preparation software 1
Intuit Lacerte 1
KPB Associates TaxStream 1
LaCerte 1040 Tax Analyzer 1
Manatron MVP Tax 1
NewPortWave Year End Solutions 1
Petz Enterprises V-Tax 1
Tax accounting software 1
Tax planning software 1
Tax software 1
Thomson GoSystem Tax 1
Thomson Reuters UltraTax CS 1

Occupations that use Tax preparation software

Exposure quadrant: AI task-overlap percentile vs Median pay AI task-overlap (horizontal) versus median pay (vertical), each as a percentile across all scored occupations, for 6 occupations in occupations that use Tax preparation software. Overlap measures shared tasks with AI, not automation. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Compliance Managers Agents and Business Managers of Artists, Performers, and Athletes Accountants and Auditors Tax Preparers Tax Examiners and Collectors, and Revenue Agents AI task-overlap percentile → ↑ Median pay
Occupations that use Tax preparation software, by AI task-overlap and median pay

How AI is used by roles that use Tax preparation software

A software category is not itself "being automated" — but we can look at the roles that report using Tax preparation software and ask how those people actually use AI. This rolls the Anthropic Economic Index per-role signal up across those roles, weighted by how much observed AI activity each one has. 71.4% of the 7 roles that use this category carry observed AI-usage data (5 roles).

Across those roles, 72.8% of AI conversations are people working with AI and 21.0% hand a task to AI , with an average autonomy of 3.75 / 5.

Collaboration pattern Share What it means
learning 42.3% you ask AI to explain or teach
task iteration 22.6% you and AI go back and forth
directive 18.8% AI does it; you give the instruction
validation 7.9% you do it; AI checks your work
feedback loop 2.2% AI does it, then adjusts from your feedback

Roles behind this signal

The roles using this category that have the most AEI data. "Works with AI" is the role's share of conversations that augment rather than automate.

Occupation Works with AI Autonomy
Agents and Business Managers of Artists, Performers, and Athletes 74.1% 4.0/5
Lawyers 69.2% 4.0/5
Tax Preparers 79.5% 3.0/5
Tax Examiners and Collectors, and Revenue Agents 64.6% 3.0/5
Compliance Managers 41.7% 4.0/5

Source: Anthropic Economic Index (2026-01-15-v4-plus-2025-03-27-v2) over a sample of Claude.ai Free and Pro conversations — not all AI tools and not the whole workforce. Roles list software categories in O*NET; this does not mean AI is used inside Tax preparation software, only that people in those roles use AI. Some conversations are left unclassified, so shares need not sum to 100.

Industries that concentrate this

Where Tax preparation software matters most across the economy. Employment reach is the share of an industry's workers in occupations that significantly use Tax preparation software (O*NET importance ≥ 3 of 5, or report using the tool category). Concentration compares that reach to the national average industry, so a value above 1× means the requirement is more pervasive here than across the economy as a whole.

Nationally, about 1.7% of workers are in occupations that significantly use Tax preparation software (measured across 66 industries).

Sectors with the most such workers

Sector Workers Employment reach
Professional, Scientific, and Technical Services 1,121,220 10.4%
Finance and Insurance 197,890 3.2%
Management of Companies and Enterprises 179,470 6.4%
Manufacturing 142,340 1.1%
Administrative and Support and Waste Management and Remediation Services 114,080 1.3%
Health Care and Social Assistance 100,590 0.4%
Wholesale Trade 96,200 1.6%
Educational Services 88,300 0.6%
Information 86,280 3.0%
Construction 83,610 1.0%
Real Estate and Rental and Leasing 63,270 2.7%
Other Services (except Public Administration) 62,500 1.4%

Industries where it is most concentrated

Industry Level Concentration Employment reach
Professional, Scientific, and Technical Services Sector 6.12× 10.4%
Management of Companies and Enterprises Sector 3.76× 6.4%
Labor Unions and Similar Labor Organizations National industry 2.94× 5.0%
Direct Health and Medical Insurance Carriers National industry 2.24× 3.8%
Finance and Insurance Sector 1.88× 3.2%
Information Sector 1.76× 3.0%
Real Estate and Rental and Leasing Sector 1.59× 2.7%
Utilities Sector 1.41× 2.4%
Engineering Services National industry 1.29× 2.2%
Mining, Quarrying, and Oil and Gas Extraction Sector 1.24× 2.1%
Insurance Agencies and Brokerages National industry 1.18× 2.0%
Wholesale Trade Sector 0.94× 1.6%

Reach is a measure of how widespread a requirement is across an industry's workforce, not how intensively any individual uses it. Sector worker counts come from BLS OEWS employment; the significance threshold and tool use come from O*NET. Industries shown by concentration are filtered to a real worker base so a tiny specialty cannot top the list on rounding.

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 3, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Tax preparation software." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; Census NAICS 2022; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans. Accessed June 7, 2026. https://singulariki.com/tools/tax-preparation-software

APA

Singulariki. (2026). Tax preparation software. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/tools/tax-preparation-software

BibTeX
@misc{singulariki-tax-preparation-software,
  title  = {Tax preparation software},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; Census NAICS 2022; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans. Accessed June 7, 2026},
  url    = {https://singulariki.com/tools/tax-preparation-software}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.