zaro_ex4

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Exhibit 4: Software Product Details
 
  2nd Story Software ATX Forms CCH Creative Solutions Drake Software Dunphy Systems Intuit Lacerte Software Laser Systems Micro Vision Software Orrtax Software Rhodes Financial Services Tax$imple Universal Tax Systems
Prices
1040 package $99 $200 $2,675 $1,800 $1,495 – $1,995 $599 $15 per return $949 unlimited $2,055 $1,095 $745 – $995 $2,027 for Super System $895 $695 – $800 $789 retail; bundles available
Renewal price $79 $180 25% early renewal discount $1,500 $995 – $1,495 $449 $949 unlimited; $15 per return $1,747 $995 N/A $1,250 $795 $695 $355 for early renewal
State package $12.95 per state or $51.80 for all states $100 $250 – $675 $150 – $250 All states free $209 $249 – $349 unlimited; $11 per return $225 – $325 $345 $295 – $345 Included with Super System; $100 each Included $299 – $375 $289 retail; seasonable discounts available
State renewal N/A $90 25% early renewal discount $150 – $250 All states free $209 $249 – $349 unlimited; $11 per return $191 – $276 $200 N/A Included with Super System; $100 each Included $299 $159 for early renewal
Additional fee for laser package? N/A No No No No Yes Included No No No No No No No
Market
Date 2001 program shipped Jan. 9, 2002 Dec. 31, 2001 Dec. 2001 Nov. 27, 2001 Nov. 28, 2001 Dec. 28, 2001 Dec. 26, 2001 Jan. 6, 2001 Dec. 11, 2001 Dec. 12, 2001 Oct. 2001 Dec. 5, 2001 Jan. 1, 2002 Nov. 6, 2001
Number of updates 3 6 15 9 3 2 3 5 7 4 13 N/A 4 3
Updates available online Yes N/A Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Number of users N/A 40,000+ 20,000 12,000 12,700+ 1,400 57,000+ 38,000 4,000 6,000 4,000 2,200 N/A 20,000+
Percentage of renewals from 2000 package N/A 90% 95% 95% 92% 94% N/A 96% 90% 94% 95% 97% 95% 95%
Support
Toll-free support number No Yes Yes Yes No No Yes Yes Yes No For some users No No No
Support hours (EST) during tax season 9–10; Sat. 9–6; Sun. 1–6 8–12; Sat. 9–5 8:30–9:30; Sat. 9–8; Sun. (April) 10–6 9–9; Sat. 9–6 8–10; Sat. 8–6 8–6 Extended 10–9; Sat. 11–5; Sun. 1–5 9–10; Sat. 9–3 9–9; Sun. 11–5 9–1; Sat. 10–10; Sun. 8–5 7:30–midnight 8:30–7:30 9–10; Sat. 9–5
Number of support staff during tax season 10 125 N/A 100+ 200+ 5 N/A 140 50 75 200 20 N/A 180
 
  2nd Story Software ATX Forms CCH Creative Solutions Drake Software Dunphy Systems Intuit Lacerte Software Laser Systems Micro Vision Software Orrtax Software Rhodes Financial Services Tax$imple Universal Tax Systems
Packages available
Conversion package available No Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes
Cost of conversion package N/A Free $8 per return Free Free N/A Free Free Most no cost Free Included Free Free $200
Versions available Win 95/98/ME/NT/2000/XP Win 95/98/ME/2000/XP/NT Win 98/NT/2000/ME/XP Win 95/98/ME/NT 4+/2000/XP DOS & Win DOS Win 98/NT/2000/ME/XP Win 95/98/NT/2000/ME/XP Win 98/2000/ME/NT/XP Win 98/ME/2000/XP/NT Win 95/98/2000/NT/XP Win 95/98/ME/NT/2000/XP Win 95/98/NT/2000/ME/XP Win 2000/XP/NT
State packages available? All All All All All Some All All All Some All All All All
Multistate packages available? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
IRS data displayed on screen? Yes Yes Yes Yes Yes No Yes No No Yes Yes No Yes Yes
Vendor data displayed on screen? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No
Batch processing? No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No
Heads-down data entry? No No Yes Yes Yes No Yes Yes Yes Yes No Yes No No
Customizable-program-management-tools (CPMT) reports? Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
CPMT organizers? Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes
CPMT labels? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
CPMT client letters? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
CPMT scheduling programs? No No No Yes Yes No Yes Yes No No No No No No
990? No Yes Yes Yes Yes N/A Yes Yes Yes Yes Yes Yes Yes Yes
990 included with 1040? No No No No Yes N/A No No No No No Yes No No
990 conversion? No No Yes No No N/A No Yes No No No No No No
709? No Yes Yes Yes Yes Yes Yes Yes Yes No Yes No Yes Yes
709 included with 1040? No No No No Yes No No No No N/A No No No No
709 conversion? No No No No No No No No No N/A No No No No
706? No Yes Yes Yes Yes N/A Yes Yes Yes No Yes No Yes Yes
706 included with 1040? No No No No Yes N/A No No No N/A No No No No
706 conversion? No No No No No N/A No No No N/A No No No No
1120S? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
1120S included with 1040? No No No No Yes No No No No No Yes Yes No No
1120S conversion package? No Yes Yes Yes No No Yes Yes No Yes No No No No
1120? No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
1120 included with 1040? No No No No Yes No No No No No Yes Yes No No
1120 conversion? No Yes Yes Yes No No Yes Yes No Yes No No No No
1065? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
1065 included with 1040? No No No No Yes No No No No No Yes Yes No No
1065 conversion package? No Yes Yes Yes No No Yes Yes No Yes No No No No
1041? No Yes Yes Yes Yes N/A Yes Yes Yes Yes Yes Yes Yes Yes
1041 included with 1040? No No No No Yes N/A No No No No No Yes No No
1041 conversion? No Yes Yes Yes No N/A Yes Yes No No No No No No