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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%

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