ex3


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Exhibit 3

Exhibit 3:
Capabilities and Characteristics of Tax Software
Program   AM-Tax Pro AlPluslTax for Windows GoSystem for Windows Lacerte Tax Software Professional Tax System  ProSystem fx  Tax/Pack Professional  Tax Relief-Windows  Tax$imple  TaxWorks  TurboTax ProSeries  Ultra Tax
Vendor AM Software Arthur Andersen LLP CLR Lacerte Software TaascFORCE CCH Alpine Data Micro Vision Tax$imple, Inc. Laser Systems Intuit Creative Solutions
INSTALLATION AND SETUP
Multiple firms supported No Yes 999 Yes Yes 4 Yes unlimited Via WAN Yes 99 Yes Yes 5 No Yes unlimited Yes extra charge
Preparers supported Yes 46,656 per firm Yes unlimited 90 Yes unlimited 99 99 999 5 Yes unlimited Yes unlimited Yes unlimited
User definable drive and directories? Yes Yes Yes drive only Yes Yes Yes Yes Yes Yes Yes drive only Yes Yes
Ability to select separate drive/directory for client files? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Modifications required to config.sys/autoexec.bat? No No No Yes No Yes No Not usually No No Yes, in some cases Yes
TRAINING
Manual include tutorial? Number of pages? No 120 pages No 360 pages Yes extensive Yes 192 pages Yes, 800 pages Yes 36 pages Yes 191 pages Yes 27 pages Yes 50 pages Yes 31 pages Yes 25 pages Yes 1,000 pages
Other training aids? Describe    Multimedianbsp; Workbooks, case studies, integrated online help Free 1990 1995 software, tutorials, seminars Screen display guide  On site, seminars, CD tutorials No  Video, manuals, CD-ROM tutorial, reference cards Free prior-year software  Classes  Seminars, CPE self-study courses Seminars, teletraining, self-study
Offer CPE credit for training? No Yes No Yes No Yes No Yes Yes Yes Yes Yes
ANALYSIS
Married filing jointly separate comparison? Yes Yes (Windows) Yes Yes Yes, in integrated Tax Planner Yes Yes Yes Yes Yes Yes Yes
Comparison automatically generated? Yes Yes (Windows) No No No No No Yes Yes Yes Yes Yes
Calculate W4s? No Planned No Yes No No Yes Yes No Yes Yes Yes
Simultaneous multistate processing? How many? Yes Yes Yes unlimited Yes unlimited Yes unlimited Yes unlimited Yes 4 Yes 5 Yes 2 Yes 40 Yes unlimited Yes unlimited
What-if analysis? Yes No Yes No Yes Yes Planner Yes Yes Yes Yes Yes
Show processing status? Yes Status line display Yes Yes user defined Yes Via manage option No Yes No Client status Yes Completion dates
Use review notes? Yes Yes (Windows) Preparer and reviewer notes Yes user defined Yes Yes Yes Yes Notepads Audit statements Yes Notepads
Tax planning supported? No Yes Yes BNA Yes Yes Yes Yes Yes Yes Yes Yes
Tax planning integrated with tax preparation? No BNA No BNA Yes Yes Yes Yes Yes No Yes Yes
Multiple year analysis? Number of years? Yes 5 Yes up to 12 Yes 2 Yes 2 Yes 5 Yes 2 Yes 3 Yes 5 Yes 3 Yes 2 Yes 2 Yes 2
PROCESSING
Batch processing? No Yes Yes Yes No Yes Yes Yes No Yes Yes Yes
Interactive? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Preferred Interactive User choice User choice Interactive Interactive User choice User choice Interactive Interactive User choice Interactive Interactive
Input from accounting software (name)   No   Quicken/Financial Navigator   Various call   Various   TaascFORCEs EasyACCT Professional Series  All with add-on  None   Yes all packages   Any ASCII   Yes, P.D.S. Client Accounting Softwaretax Quicken and any other exchange format (.txt) file, QuickBooks and most trial balance software Creative Solutions Write Up Solution (WS2), SCS/Data Write
Asset depreciation records maintained? Yes Yes Extra charge Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Other comments         Input sheets available       Mouse supported in DOS program      
ONLINE HELP AND AUDIT DETECTION
Help by form or line?  Form  Line sensitive  Yes  By line and hypertext  Windows 95: form and line Both  Both  Line sensitive  Line sensitive  Line sensitive  Both  Screen 
Online reference to Yes CD-ROM research Various     CCH products Some IRS instructions IRS instructions Hotkey to tax reference Federal regulations IRS instructions, source data Hotkey to tax reference
Audit detection Yes Yes No No No No No Yes Yes with diagnostics Yes Yes Yes
CALCULATIONS
Calculation method used  Automatic  On completion or autocalculate  User definable  DOS: on completion; Windows 95: time calculate Automatic or on demand  On completion  Automatic on schedule  User definable  Automatic  On completion  Automatic  Automatic 
PRINTING
Batch processing (multiple returns)? Yes Yes Yes Yes Yes Yes Yes Yes Yes up to 100 Yes Yes Yes
Federal and state together? No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Batch processing of extensions? No Add-on program Yes Yes Yes Yes No Yes Under development Yes Yes Yes
Printing buffer? Size? No Yes no limit No No No Yes varies No Yes With add-on No No  
Client letter? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Client letter for federal/state combined? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Client letter customizable? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Client billing by form? Yes Add-on program Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Client billing by time? No No Yes No Yes Windows only Yes Yes Yes No Yes Add-on program
Print blank forms? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Mailing labels? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Other printing features               Appointments, status reports, practice management reports Includes soft fonts, onscreen view      Rolodex cards   Tax ledger   Select one or more form for a client and print simultaneously Envelopes, reports, organizers, slip sheets  Supports OCR, prints federal or state attachments with state returns Custom collate 
Back

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