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Exhibit 7: Profile of the Respondents
  Drake Software GoSystem Tax RS Lacerte Max Plus ProSeries ProSystem fx Tax TaxWise TaxWorks UltraTax Average
Number of respondents for each product 17 50 584 44 148 731 12 29 395  
Firm type                    
Sole practitioner 41.2% 6.1% 14.0% 39.5% 26.5% 5.1% 33.3% 20.7% 12.0% 12.0%
Local firm 52.9% 55.1% 81.5% 58.1% 71.4% 82.0% 66.7% 79.3% 86.0% 80.3%
Regional firm 5.9% 28.6% 4.2% 2.3% 2.0% 12.2% 0.0% 0.0% 1.8% 6.9%
National firm 0.0% 4.1% 0.3% 0.0% 0.0% 0.7% 0.0% 0.0% 0.3% 0.5%
Big Four firm 0.0% 6.1% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.3%

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.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.