zaro_ex2


Exhibit 2: Tax Software Ratings and E-Filing Data
        Satisfaction
1 = very dissatisfied and 5 = very satisfied
    Number of respondents Average number of returns per respondents Product rating Product rating last year Support rating Support rating last year Number of network users Network rating Network rating last year Number of respondents who used conversion package Conversion package rating
Company Product                      
2nd Story Software TaxACT 29 180 2.79 3.63 3.10 3.36 N/A N/A N/A N/A N/A
ATX Total Tax Office, Max, Saber and ZillionForms 130 268 2.90 4.05 2.93 4.02 24 3.13 3.65 36 3.33
CCH ProSystem fx Tax 27 387 3.44 3.96 3.33 4.15 12 3.25 4.13 4 4.25
Creative Solutions UltraTax 70 568 3.33 4.19 3.39 4.11 35 3.11 4.23 19 3.74
Drake Software Drake Tax Solution 184 789 3.44 3.98 3.17 3.94 85 3.34 4.05 59 3.92
Dunphy Systems 1040 Professional Tax Prep 12 1,028 3.92 4.50 3.92 4.35 5 3.60 4.75 N/A N/A
Intuit/Lacerte Lacerte 156 553 3.40 4.32 3.46 4.13 70 3.50 4.17 25 3.76
Intuit/ProSeries ProSeries 233 414 3.38 4.07 3.20 4.00 64 3.19 3.59 31 3.19
Laser Systems TaxWorks by Laser Systems 31 749 3.00 4.24 2.90 3.86 18 2.78 4.10 11 3.82
Rhodes Financial Services Tax Slayer 15 441 3.60 4.44 3.53 4.39 6 3.17 4.17 6 4.17
Tax$imple Tax$imple 12 257 3.50 3.41 3.58 3.82 1 3.00 4.00 1 3.00
Universal Tax Systems TaxWise 94 489 3.13 3.64 3.00 3.25 32 3.00 3.56 19 3.42
Average Rating       3.32 4.04 3.29 3.95   2.92 3.70   3.05
Total   993 510         352     211  
                     
   

Plan to use product next year

Percentage of respondents who said

           
    Yes No Undecided Percentage of federal returns e-filed in 2002 tax year Percentage who plan to offer e-filing in 2003 tax year Percentage who offered e-filing in 2002 tax year Percentage who charged for e-filing in 2002 tax year Percentage who plan to charge for e-filing in 2003 tax year Percentage offering bank products as part of e-filing service
Company Product                  
2nd Story Software TaxACT 79 4 17 73 76 62 44 55 17
ATX Total Tax Office, Max, Saber and ZillionForms 87 1 12 70 80 72 28 35 12
CCH ProSystem fx Tax 74 4 22 74 67 63 22 28 4
Creative Solutions UltraTax 91 2 7 67 93 91 31 34 10
Drake Software Drake Tax Solution 91 7 2 84 97 96 18 16 39
Dunphy Systems 1040 Professional Tax Prep 83 0 17 61 58 58 43 43 17
Intuit/Lacerte Lacerte 79 4 17 64 90 88 41 40 6
Intuit/ProSeries ProSeries 82 1 17 64 80 78 46 48 12
Laser Systems TaxWorks by Laser Systems 90 4 6 64 97 94 41 47 29
Rhodes Financial Services Tax Slayer 93 7 0 88 93 93 36 29 53
Tax$imple Tax$imple 67 8 25 39 83 67 50 60 8
Universal Tax Systems TaxWise 69 11 20 73 95 96 28 30 38
Average Rating   82.1 4.4 13.5 68.4 84.1 79.8 32.9 38.8 20.4

SPONSORED REPORT

How to make the most of a negotiation

Negotiators are made, not born. In this sponsored report, we cover strategies and tactics to help you head into 2017 ready to take on business deals, salary discussions and more.

VIDEO

Will the Affordable Care Act be repealed?

The results of the 2016 presidential election are likely to have a big impact on federal tax policy in the coming years. Eddie Adkins, CPA, a partner in the Washington National Tax Office at Grant Thornton, discusses what parts of the ACA might survive the repeal of most of the law.

QUIZ

News quiz: Scam email plagues tax professionals—again

Even as the IRS reported on success in reducing tax return identity theft in the 2016 season, the Service also warned tax professionals about yet another email phishing scam. See how much you know about recent news with this short quiz.