zaro_ex3

Exhibit 3: Switching Products

	Percentage who planned to use the same product next year	Percentage who would recommend the product to a colleague	Percentage who converted from another product last year	Satisfaction with conversion package rating (1=poor, 5=good)
Tax program
Drake Software	88.2%	94.1%	17.6%	2.50
GoSystem Tax RS	93.9%	82.0%	10.2%	2.33
Lacerte	95.3%	93.8%	1.2%	4.17
Max Plus	83.3%	79.1%	27.3%	2.55
ProSeries	85.5%	87.7%	0.7%	3.00
ProSystem fx Tax	97.8%	94.9%	3.2%	3.30
TaxWise	66.7%	66.7%	25.0%	2.33
TaxWorks	92.9%	96.4%	20.7%	3.50
UltraTax	97.2%	92.3%	14.0%	3.35
Average	89.0%	87.4%	13.3%	3.00

Reasons for switching to another product
	Drake Software	GoSystem Tax RS	Lacerte	Max Plus	ProSeries	ProSystem fx Tax	TaxWise	TaxWorks	UltraTax	Average
Price	32.0%	0.0%	14.3%	91.7%	0.0%	8.7%	66.7%	83.3%	20.0%	37.1%
Hard to use or install	8.8%	0.0%	57.1%	8.3%	0.0%	4.3%	0.0%	0.0%	9.1%	9.8%
Poor support	11.2%	20.0%	28.6%	0.0%	0.0%	21.7%	0.0%	16.7%	5.5%	12.3%
Lacked necessary functions	13.6%	0.0%	57.1%	8.3%	0.0%	21.7%	0.0%	0.0%	9.1%	12.6%
Was not accurate	3.2%	0.0%	14.3%	0.0%	0.0%	0.0%	33.3%	0.0%	3.6%	6.4%
Other	53.6%	80.0%	42.9%	16.7%	0.0%	65.2%	33.3%	16.7%	67.3%	38.5%

Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

zaro_ex3

Get your clients ready for tax season

Keeping you informed and prepared amid the coronavirus crisis