zaro_ex4


Exhibit 4: Software Product Details
  2nd Story Software ATX CCH Creative Solutions Drake Software Dunphy Systems Intuit/
Lacerte
Intuit/
ProSeries
Laser Systems RCS/
TaxSlayer Pro
Tax$imple Universal Tax Systems
  TaxACT Total Tax Office, Max, Saber, ZillionForms ProSystem fx Tax UltraTax Drake Tax Solution 1040 Professional Tax Prep Lacerte ProSeries TaxWorks by Laser Systems TaxSlayer Pro Tax$imple TaxWise
Prices                        
1040 $99 $210 $2,775 $1,900 $1,495-$1,995 $849 $2,055 $949 $1,095 $895 $495-$695; $12/return $995
1040 renewal $79 same Call for details $1,600 $995-$1,495 $699 $1,746.75 same $995 $795 same same
State package $12.95/
state; $51.80/
all states
$105 $275-$700 $150-$250 Included $319-$339 $225-$325 $249-$349 $345 Included $250-$299; $10/return $295 for up to five states
State renewal same same Call for details same Included $319-$339 $191.25-
$276.25
same $200 Included same same
Additional fee for laser package N/A No No No No No No No No No No No
Pay-per-return pricing No Yes Yes Yes Yes No Yes Yes Yes No Yes Yes
Additional cost for electronic filing software No No Yes No No $99-$499 No No No Included Yes N/A
Additional cost per electronically filed returns $0-$7.95
per return, depending on number
of returns filed; unlimited federal e-file $350
$5 each; $100 unlimited $3 per return; unlimited available $2 federal; $1 state N/A Service Bureau (SB): $5-$3-
$1/return
Unlimited e-file for $1,250; $2-$5/return Federal $750 unlimited or $3/return; state $400 unlimited or $2/return $1-$5/return based on volume $3/return $195 at $3/return federal; $99 at $2/return state $0.50-
$5/return depending on level ordered
Conversion package available No Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes
Cost of conversion package N/A Free Free Free $0-$100 N/A Free Free Free $200 Free Free
Filing                        
Direct filing or service bureau (SB) SB Direct Both SB Both Both SB Individual filing via Intuit Both Both Both Both
Files state return electronically Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Allows for electronic signature Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Market                        
Number of users of 2002 package N/A 50,000+ 20,000+ 12,000+ firms 15,144 1,500+ N/A N/A 4,300 3,000+ N/A 23,000 offices
% of renewals from 2001 package N/A 92% 97% 95+% 92% 95+% N/A N/A 91% 89% 95+% 94%
Number of years in business 6 11 40 24 26 20 24 12 31 12 21 19
Support                        
Toll-free number for support N/A Yes Yes Yes No No Yes Yes Yes No Yes No
Hours support available (ET) during tax season M-F 9-10; Sat. 9-6; Sun. 1-6 M-F 8-10 (midnight with Super Support packages); Sat. 9-5 M-F 8:30-9:30; Sat. 9-8; Sun. in April 10-6 M-F 9-9; Sat. 9-6; selected Sun. M-F 8-10; Sat. 8-6 M-F 8-6; Sat. 9-1 M-F 9-9; Sat. 11-5; Sun. 1-5 M-F 9-9; Sat.10-5; Sun. as needed M-F 9-10; Sat. 9-3 M-F 7:30-11 M-F 8:15-7:30 M-F 8-9; Sat. 9-4
Hours support available (ET) during off-season M-F 9-6 M-F 8-8; Sat. 9-5. M-F 9-8 M-F 9-8 M-F 8-10; Sat. 8-5 M-F 9-5 M-F 9-8 Mon.-Thurs. 9-8; Fri. 9-6 M-F 10-7 M-F 8-5 M-F 8:15-5 M-F 8-4
Number of support staff during tax season 20 200 200+ 100+ 200+ N/A 120 N/A 50 20 N/A 250
Online support Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
                         
  2nd Story Software ATX CCH Creative Solutions Drake Software Dunphy Systems Intuit/
Lacerte
Intuit/
ProSeries
Laser Systems RCS/
TaxSlayer Pro
Tax$imple Universal Tax Systems
  TaxACT Total Tax Office, Max, Saber, ZillionForms ProSystem fx Tax UltraTax Drake Tax Solution 1040 Professional Tax Prep Lacerte ProSeries TaxWorks by Laser Systems TaxSlayer Pro Tax$imple TaxWise
Technology                        
Operating systemsavailable Win
95/98/
ME/NT/
2000/XP
Win
95/98/
ME/NT/
2000/XP
Win
98/ME/NT/
2000/XP
Win
98/NT/
2000/XP
Windows
32 bit
DOS, all Windows Win
98/ME/NT/
2000/XP
Windows Windows
32 bit
Win 98/ME/
2000/XP
Win
95/98/
ME/NT/ 2000/XP
Windows
Minimum RAM recommended 32 Mb 64 Mb 128 Mb 64 Mb 64 Mb for
Win 95/98/
2000/NT;
128 Mb for ME, XP
640 Kb 128 Mb 64 Mb 128 Mb 32 Mb 128 Mb 128 Mb
Recommended operating system All All XP All Win 98 and up All All Win 2000/XP Win 2000/XP Win 98 Win 98/ME/NT/
2000/XP
Win 2000/XP (with Service Pack 2)
Display and data                        
IRS data displayed on screen Yes Yes Yes Yes No Yes No Yes No No Yes Yes
Vendor data displayed on screen Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes
Batch processing No No Yes Yes Yes No Yes Yes Yes Yes Yes Yes
Heads-down data entry No No Yes Yes Yes No Yes Yes Yes Yes Yes No
Program management tools                        
Reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Organizers Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Labels Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Client letters Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Scheduling program No No Yes Yes Yes No Yes Yes No No Yes No
Other packages available                        
Online tax preparation option No No Yes Yes Yes No No No Yes No Yes No
State packages available Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Multistate package available Yes Yes Yes No Yes Yes Yes Yes Yes N/A Yes Yes
1120 No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No
included in price of 1040 N/A No No No Yes No No No No Yes No No
1120S Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
included in price of 1040 No No No No Yes No No No No Yes No No
1065 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
included in price of 1040 No No No No Yes No No No Yes No No No
1041 No No Yes No Yes No Yes Yes Yes Yes Yes Yes
included in price of 1040 N/A No No No Yes N/A No No Yes No No No
990 No Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes
included in price of 1040 N/A No No No Yes N/A No No No Yes No No
706 No Yes Yes Yes Yes No Yes No Yes No Yes Yes
included in price of 1040 N/A No No No Yes N/A No No No N/A No No
709 No Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes
included in price of 1040 N/A No No No Yes No No No No N/A No No  

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