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%

SPONSORED REPORT

2018 financial reporting survey: Challenges and trends

Learn the top reporting challenges that emerged in a survey of more than 800 finance, accounting, and compliance professionals across the world, and compare them with your organization's obstacles.

PODCAST

How the skill set for today’s CFO is changing

Scott Simmons, a search expert for large-company CFOs, gives advice for the next generation of finance leaders and more, including which universities are regularly producing future CEOs and CFOs.