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%

SPONSORED QUIZ

How well do you know small business?

There are over 30 million small businesses in the U.S., and many of them are optimistic in their outlook. Are you familiar with the obstacles and opportunities they are facing? Test your small business acumen with this quiz sponsored by Chase Ink®.

SPONSORED REPORT

In focus: Payroll

Providing payroll services that comply with ever-changing regulations and meet evolving employee and employer demands is no easy task. Paychex's Tom Hammond discusses common payroll considerations for CPA firms.