zaro_ex5


Exhibit 5: Special Client Services
  Percentage offering tax-refund advances Percentage of filings that included such advances Percentage that planned to offer that service next year Percentage that offered online organizers this year Percentage of clients that used them
Tax program          
Drake Software 11.8% 6.0% 11.8% 17.6% 60.0%
GoSystem Tax RS 0.0% N/A 0.0% 14.3% 4.7%
Lacerte 0.2% 10.0% 0.3% 27.0% 15.6%
Max Plus 9.1% 12.0% 13.6% 20.5% 9.8%
ProSeries 3.4% 3.3% 2.7% 13.0% 23.7%
ProSystem fx Tax 0.6% 2.0% 1.1% 28.3% 13.7%
TaxWise 8.3% 15.0% 8.3% 8.3% 1.0%
TaxWorks 10.3% 3.0% 10.3% 14.3% 4.0%
UltraTax 1.8% 6.3% 2.0% 28.6% 11.5%
Average 5.1% 6.4% 5.6% 19.1% 16.0%

PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.

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