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%

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VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.