|
|
ATX Max
|
Drake Software
|
GoSystem Tax
RS
|
Lacerte Tax
|
ProSeries Professional
|
ProSystem
fx
Tax
|
TaxACT Preparer’s Edition
|
TaxWise Power Package
|
TaxWorks
|
UltraTax CS
|
|
Product prices
|
|
|
|
|
|
|
|
|
|
|
|
1040
|
$1,085
|
$995–$1,395
|
Beginning at $2,500
|
$2,250
|
$999
|
$3,125
|
$99
|
$2,295
|
$1,095
|
$2,000
|
|
1040 renewal
|
Early renewal: 10% off
|
Same
|
Same
|
$1,913
|
Early renewal: Unlimited e-filing
|
Call for details
|
$79
|
$1,836
|
$1,095
|
$1,750
|
|
State package
|
Included
|
Included
|
Included
|
$340
|
$999
|
$335–$795
|
$12.95/each; $51.80/all
|
Included
|
$200
|
$225–$525
|
|
State renewal
|
Early renewal: 10% off
|
Included
|
Included
|
$289
|
Early renewal: Unlimited e-filing
|
Call for details
|
$12.95/each; $51.80/all
|
Included
|
$200
|
$225–$525
|
|
Additional fee for laser package
|
No
|
No
|
No
|
No
|
No
|
No
|
N/A
|
No
|
No
|
No
|
|
Per-return pricing
|
$165 per 10 returns
|
$10 per return
|
No
|
$30 per federal and one state
|
$15 per federal
|
$28 per federal 1040; $33 per all others
|
N/A
|
$15 per individual federal, state and e-filing; $30 per business federal, state and e-filing
|
$17 per state
|
$17 per state; $10 per federal
|
|
Additional cost for electronic filing software
|
No
|
No
|
No
|
No
|
No
|
$100: federal 1040 Package; $100: 1120/1120S/1065 Package; $100: 1041/5500/990 Package; $50/per state. All states: $500/per package
|
N/A
|
No
|
No
|
No
|
|
Additional cost per electronic filed return
|
No
|
No
|
$5 per federal; $3 per state
|
$2 per federal and state; $950: Unlimited
|
$3 per federal; $2 per state; $150: Unlimited for individual or business
|
$3/return; $1,000/unlimited
|
1–25: $7.95 federal, $3.50 state; 26-50: $4.95 federal, $2.50state; 51–100: $1.95 federal, $1.95 state; 101+: Free federal and state; Unlimited federal EF: $350; Unlimited state EF: $150
|
No
|
$1.50–$3 per return
|
$2 per federal; $1 per state
|
|
Conversion package available
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Cost of conversion package
|
Free
|
Free
|
Call for details
|
Free
|
Free
|
Free
|
N/A
|
Free
|
Free
|
Free
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ATX Max
|
Drake Software
|
GoSystem Tax
RS
|
Lacerte Tax
|
ProSeries Professional
|
ProSystem
fx
Tax
|
TaxACT Preparer’s Edition
|
TaxWise Power Package
|
TaxWorks
|
UltraTax CS
|
|
Filing
|
|
|
|
|
|
|
|
|
|
|
|
Do you provide direct filing (DF), service bureau (SB) or both?
|
Both
|
SB
|
DF
|
Both
|
SB
|
Both
|
SB
|
Both
|
SB
|
SB
|
|
Can you electronically file state returns?
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Do you allow for electronic
signature?
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Market
|
|
|
|
|
|
|
|
|
|
|
|
Number of individual users of 2005 package
|
50,000
|
N/A
|
75,000
|
N/A
|
70,000
|
N/A
|
N/A
|
75,000
|
N/A
|
80,000
|
|
Number of firms using product
|
N/A
|
20,204
|
N/A
|
42,000
|
N/A
|
20,000
|
N/A
|
12,000
|
6,000
|
20,000
|
|
Percentage of renewals from 2004 package
|
90%
|
95%
|
95.9%
|
95%
|
N/A
|
95%
|
N/A
|
95%
|
90%
|
95%
|
|
Number of years in business
|
14
|
29
|
41
|
26
|
20
|
40
|
9
|
20
|
34
|
25
|
|
Support
|
|
|
|
|
|
|
|
|
|
|
|
Toll-free number for support
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Hours (Eastern time) support available during tax season
|
M–F 8-10;
Sat 9–5
|
M–F 8–10; Sat 8–6
|
M–F 9–8; Sat 10–6; Sun 11–5
|
Jan 9–Apr 18: M–F 9–9; Sat 10–5; Sun 12–5; week before Mar 15 and April 15: Sat 10–8; Sun 12–8
|
M–F 8–11; Sat 11–6; Sun 12–5 Key dates during the last week of tax season: 24 hours
|
M-F 8:30–9;Sat. 9–8; Sun 10–6 (24 hours support April 11–April 15)
|
M–F 9–10; Sat 9–6; Sun 1–6
|
M–F 7:30–midnight; Sat 8:30–6;Sun 1–4
|
M–F 9–10; Sat 9–6
|
M–F 9–10; Sat 9–6; selected Sundays
|
|
Hours support available during off-season
|
M–F 8–10;
Sat 9–5
|
M–F 8–9; Sat 9–5
|
M–F 9–8
|
M–F 9–8
|
M–F 9–8
|
M–F 9–8
|
M-F 9–6
|
M–F 8:30–6
|
M–F 10–7
|
M–F 9–8
|
|
Number of support staff during tax-season
|
125
|
200
|
138
|
170
|
450
|
450
|
75
|
350
|
30
|
150
|
|
Online support
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ATX Max
|
Drake Software
|
GoSystem Tax
RS
|
Lacerte Tax
|
ProSeries Professional
|
ProSystem
fx
Tax
|
TaxACT Preparer’s Edition
|
TaxWise Power Package
|
TaxWorks
|
UltraTax CS
|
|
Technology
|
|
|
|
|
|
|
|
|
|
|
|
What operating system(s) does product run on?
|
Windows 98 and above
|
Windows 98and up and NT (4.0 or higher)
|
Windows XP
|
XP Professional or Home, Windows 2000, Windows NT, Windows 98 (pending for 2006 tax product) and Windows ME
|
Windows XP Professional or Home and Windows 2000
|
Windows Millennium and up
|
Windows 95 and up
|
Windows XP, 2000 Professional (with Service Pack 2) and Windows NT Workstation (with Service Pack 6a)
|
Windows 2000 and XP
|
Windows 2000 and XP
|
|
Recommended operating system
|
Windows XP and above
|
Windows 98and up and NT (4.0 or higher)
|
Windows XP Professional
|
Windows XP
|
Windows XP Professional or Home
|
Windows XP
|
Windows 95 and up
|
Windows XP Professional
|
Windows XP
|
Windows 2000 and XP
|
|
Program size
|
350 Mb
|
87 Mb without states installed; 233 Mb with all states installed
|
9.52 Mb
|
1040 and one state: 40 Mb–50 Mb
|
512 Mb
|
100 Mb (includes laser forms)
|
27 Mb
|
1 Gb
|
800 Mb
|
20 Mb
|
|
Minimum RAM recommended
|
128 Mb
|
64 Mb for Windows 95, 98, 2000, or NT; 128 Mb for WindowsME or XP
|
256 Mb minimum; 512 Mb recommended
|
256 Mb
|
256 Mb
|
256 Mb
|
16 Mb
|
128 Mb
|
128 Mb
|
512 Mb
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ATX Max
|
Drake Software
|
GoSystem Tax
RS
|
Lacerte Tax
|
ProSeries Professional
|
ProSystem
fx
Tax
|
TaxACT Preparer’s Edition
|
TaxWise Power Package
|
TaxWorks
|
UltraTax CS
|
|
Display and data
|
|
|
|
|
|
|
|
|
IRS data displayed on-screen
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Vendor data displayed on-screen
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Batch processing
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Heads-down data entry
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
Yes
|
Yes
|
|
Program management tools
|
|
|
|
|
|
|
|
|
Does your program produce:
|
|
|
|
|
|
|
|
|
Reports
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Organizers
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Labels
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
|
Client letters
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Scheduling program
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes (integrated with Practice CS)
|
|
Other packages available
|
|
|
|
|
|
|
|
|
Online tax-preparation option
|
No
|
Yes
|
Yes
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
Yes
|
|
State packages
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Multistate package
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Does your product include the following:
|
|
|
|
|
|
|
|
|
1120
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
|
1120S
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
|
1065
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
|
1041
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
N/A
|
Yes
|
No
|
No
|
|
990
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
N/A
|
Yes
|
No
|
No
|
|
706
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
N/A
|
Yes
|
No
|
No
|
|
709
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
Yes
|
Yes
|
|
Included in price of 1040
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
N/A
|
Yes
|
No
|
No
|
|
State support
|
All
|
All
|
All
|
All
|
All
|
All
|
All except Tenn., Utah
|
All
|
All
|
All
|