zaro_ex6


Exhibit 6: Product Details
  ATX Drake Software GoSystem Tax RS Lacerte ProSeries ProSystem fx Tax Tax Software for the Professional TaxACT Preparer’s Edition TaxSlayer Pro Taxware Tax Preparation TaxWise TaxWorks UltraTax CS
Product prices                          
1040 ATX’s 1040: $375
ATX’s 1040 Office: $575

MAX: $985

$995–$1,395 Starts at $2,500 $2,140 Starts at $949 $2,975 $849 $99 $995 $1,250 A la carte: $695

ProFiling: $1,112

Power: $2,295

$1,095 $2,00
1040 renewal Early renewal discount ended May 31 $995–$1,395 Starts at $2,500 $1,819 A three–year price lock for early renewal ended June 30 Call for details $699 $79 $750 $1,250 A la carte: $556

ProFiling: $896

Power: $1,836

$995 $1,700
State package ATX’s 1040: 3 states free

ATX's 1040 Office: Free

MAX: Free

Free Included $235–$340 $249–$349 $315–$755 $319–$379/first two states; after that, $50/state $12.95/state; $51.80/all Free Free A la carte: $295/1–5 states; $695/all states.

ProFiling: Free

Power: Free

$345 $200–$300
State renewal Same Same Same $19–$289 Same Call for details Same Same Same Same A la carte: 1–5 states; $556/all states.

ProFiling: Free

Power: Free

$200 Same
Additional fee for laser package No No No No No No No Laser package unavailable No No No No No
Per-return pricing Separate product, PRS, allows 10 e–files for $150 $10/return No 1040 and one state: $22; business, trust, estate and one state: $40; gift tax, employee benefits and one state: $30 $15/1040; $11/ state $27 No No No No $100 fee ($300 nonrefundable deposit against $15/return) $15/return ($400 deposit) $16/1040; $9/ state
Additional cost for electronic filing software No No No No No $100 $99–$499 No No No No No No
Additional cost per electronic filed return No No $5/1040; $2/state $2/1040; $2/state; $950/unlimited $3/1040; $2/state; $250/unlimited $3/return; $1,000/unlimited $1–$5/return; free for direct filers Starting at $7.95/1040; $3.50/state. Free after 100th return. $350/unlimited 1040; $150/unlimited state. No No A la carte:$4/1040, $1/state

ProFiling: $1/1040, $.50/state

Power: Free

Varies on volume $2/1040; $1/state; $1,000/unlimited
Conversion package available Yes Yes Yes Yes Yes Yes No No Yes Some Yes Yes Yes
Cost of conversion package Free Free $10/return Free Free Free     Call for details Free Free Free Free
                           
  ATX Drake Software GoSystem Tax RS Lacerte ProSeries ProSystem fx Tax Tax Software for the Professional TaxACT Preparer’s Edition TaxSlayer Pro Taxware Tax Preparation TaxWise TaxWorks UltraTax CS
Filing                          
Do you provide direct filing (DF), service bureau (SB) or both? Both Both DF SB DF Both Yes SB Both Both Both SB Both
Can you electronically file state returns? Yes Yes Yes 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 Yes Yes Yes
Market                          
Number of individual users of 2004 package 50,000+ No charge for multiuser capability 75,000 No charge for multiuser capability No charge for multiuser capability N/A N/A N/A 7,200 Variable 75,000 N/A 81,000
Number of firms using product

N/A

18,530

N/A

40,293

55,593

20,000+

N/A

N/A

3,500

Variable

25,000

About 4,000

19,000

Percentage of renewals from 2003 package About 90% 96% 99.5% 93.62% 85.955 96% N/A N/A 98% 96% 96% 93% 95%+
Number of years in business 13 28 40 27 22 40+ 21 8 41 25 20 33 26
Support                          
Toll-free number for support Yes No Yes Yes Yes Yes No No No Yes Yes Yes Yes
Days and hours (Eastern time) support available during tax season M-F 8–midnight;
Sat. 9–5
M-F 8-10;
Sat. 8-6
M-F 9-8;
Sat. 10-6;
Sun. 11-5
M-F 6-6;
Sat. 7-2;
Sun. 9-2;
24 hours last week of tax season
M-F 7:30–9;
Sat. 10-5;
Sun. 12-5;
24 hours last week of tax season
M-F 8:30-9:30;
Sat. 9-8
Sun. in April 10-6;
24 hours last week of tax season
M-F 8-6;
Sat. 9-1
M-F 9-10;
Sat. 9-6
M-F 8-11;
Sat. 8-9;
Sun. 1-6
M-F 9-9;
Sat. 11-3
M-F 8:30-midnight;
Sat. 8-5;
Sun. 1-5
M-F 7-8;
Sat. 7-4
M-F 9-10;
Sat. 9-6;
selected Sun.
Days/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 16-5 M-F 9-8 M-F 9-8; selected Sat. 9–6 M-F 9-5 M-F 9-6 M-F 8:30–4:30 M-F 11-8 M-F 8:30–5:30 M-F 8-5 M-F 9-8
Number of tax-season support staff 200+ 200+ 24 (for 1040 only) 500 500+ 450+ Varies 75 35 Varies 300 50 100+
Online support Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
                           
  ATX Drake Software GoSystem Tax RS Lacerte ProSeries ProSystem fx Tax Tax Software for the Professional TaxACT Preparer’s Edition TaxSlayer Pro Taxware Tax Preparation TaxWise TaxWorks UltraTax CS
Technology                          
What operating system(s) does product run on? Windows 98 and above Windows 98, 2000, ME, XP, NT (4.0 or higher) Windows XP Windows 98, 2000, ME, NT, XP Windows 98, ME, 2000, XP Pro or Home, NT Windows 98, 2000, ME, NT Workstation ver. 4.0, XP Pro, MDAC ver. 2.6 Windows 3.1, 95, 98, ME, 2000, XP, 2003 Server, DOS 3.1 or higher Windows 95, 98, ME, 2000, XP Windows 98SE, ME, 2000, NT, XP Windows 98, 2000, XP Windows 2000 or later Windows 2000, XP Windows 98SE, 2000 Professional SP2, XP Pro, 2003 Server
Recommended operating system Windows 98 and above Windows XP Windows XP Same Windows 2000, XP Professional or Home Windows XP Windows XP Any of the above Windows XP Pro Windows XP, 2000 Windows 2000 or later Windows XP Windows XP, 2003 Server
Program size in Mb 350 Mb 87 Mb without states; 233 Mb with states 226 Mb with 1040 only 38 Mb for 1040 and operation files; 12 Mb for 1040; and 26 Mb for global program 650 Mb 100 Mb 5 Mb 30 Mb 150 Mb 65 Mb 8.13 Mb 80 Mb 30 Mb
Minimum RAM recommended 128 Mb 64 Mb for Windows 95, 98, 2000, or NT; 128 Mb for ME or XP 256 Mb 256 Mb for all but XP, which uses 512 Mb 128 Mb 256 Mb 640 K 16 Mb 128 Mb 256 Mb 128 Mb 128 Mb minimum, 256 Mb recommended 128 Mb minimum, 256 Mb recommended
                           
  ATX Drake Software GoSystem Tax RS Lacerte ProSeries ProSystem fx Tax Tax Software for the Professional TaxACT Preparer’s Edition TaxSlayer Pro Taxware Tax Preparation TaxWise TaxWorks UltraTax CS
Display and data                    
IRS data displayed on-screen Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No; link to IRS sites provided
Vendor data displayed on-screen Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Both vendor and IRS Yes
Batch processing Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Yes
Heads-down data entry No Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Yes
Program management tools                    
Reports Yes 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 Yes
Labels Yes 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 Yes
Scheduling program No Yes No Yes No Yes No No No No Yes Yes Yes
Other packages available                    
Online tax-preparation option No Yes Yes No No Yes No No Yes No No No Yes
State packages Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes
Multistate package Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No
                           
  ATX Drake Software GoSystem Tax RS Lacerte ProSeries ProSystem fx Tax Tax Software for the Professional TaxACT Preparer’s Edition TaxSlayer Pro Taxware Tax Preparation TaxWise TaxWorks UltraTax CS
Does your product include the following?                    
1120 Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes
Included in price of 1040 ATX’s 1040: No
ATX’s 1040 Office: No
MAX: Yes
Yes Yes No No No Yes   No No Yes, with Executive and Power No No
1120S Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Included in price of 1040 ATX’s 1040: No
ATX’s 1040 Office: No
MAX: Yes
Yes Yes No No No No No Yes No Yes, with Executive and Power No No, included in price of 1120
1065 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Included in price of 1040 ATX’s 1040: No
ATX’s 1040 Office: No
MAX: Yes
Yes Yes No No No No No Yes No Yes, with Executive and Power No No
1041 Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Yes
Included in price of 1040 ATX’s 1040: No
ATX’s 1040 Office: No
MAX: Yes
Yes Yes No No No     Yes No Yes, with Executive and Power No No
990 Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Yes
Included in price of 1040 ATX’s 1040: No
ATX’s 1040 Office: No
MAX: Yes
Yes Yes No No No     Yes No Yes, with Executive and Power No No
706 Yes Yes Yes Yes Yes Yes No No No Yes Yes Yes Yes
Included in price of 1040 No Yes Yes No No No       No Yes, with Executive and Power No No
709 Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes
Included in price of 1040 ATX’s 1040: No
ATX’s 1040 Office: No
MAX: Yes
Yes Yes No No No No     No Yes, with Executive and Power No No
                           
  ATX Drake Software GoSystem Tax RS Lacerte ProSeries ProSystem fx Tax Tax Software for the Professional TaxACT Preparer’s Edition TaxSlayer Pro Taxware Tax Preparation TaxWise TaxWorks UltraTax CS
State support                          
  All states supported All states supported All states supported All states supported All states supported All states supported States not supported: Ala., Ariz., Calif., Colo., Del., District of Columbia, Hawaii, Idaho, Maine, Md., Mont., N.H., N.D., R.I., Utah, Vt., Wis. States not supported: Ark., Fla., Nev., S.D., Tenn., Texas, Wash., Wyo. All states supported State not supported: Vt. All states supported In Ariz. only the business return not included All states supported

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