zaro_ex3


Exhibit 3: Switching Products
        Reasons for switching products
  Percentage who planned to use the same product next year Percentage who would recommend the product to a colleague Satisfaction with conversion package rating (1=poor, 5=good) Price Hard to use Hard to install Customer support Lacked necessary functions Was not accurate
Tax program                  
ATX 84.6% 83.1% 4.50 1.5% 0.0% 0.0% 0.8% 0.8% 0.0%
Drake Software 84.8% 81.9% 3.58 13.6% 3.0% 1.5% 6.1% 3.0% 0.0%
GoSystem Tax RS 77.8% 73.9% 2.30 0.0% 0.8% 0.8% 0.8% 5.6% 0.8%
Lacerte 91.0% 89.2% 3.33 0.0% 0.0% 0.0% 0.0% 0.1% 0.0%
ProSeries 80.4% 78.3% 3.32 1.1% 0.5% 0.0% 0.3% 1.3% 0.8%
ProSystem fx Tax 93.2% 92.7% 3.69 0.5% 0.2% 0.0% 0.7% 2.2% 0.2%
Tax Software for the Professional 91.7% 91.7% N/A 0.0% 0.1% 0.0% 0.1% 0.0% 0.0%
TaxACT Preparer's Edition 63.6% 60.7% 1.00 9.1% 0.0% 0.0% 18.2% 0.0% 0.0%
TaxSlayer Pro 80.0% 77.0% N/A 0.0% 0.0% 0.0% 0.1% 0.0% 0.0%
Taxware Tax Preparation 83.3% 82.8% N/A 8.3% 0.0% 0.0% 0.1% 0.0% 0.0%
TaxWise 78.9% 78.1% 4.00 5.3% 0.0% 0.0% 0.2% 0.0% 0.0%
TaxWorks 93.8% 93.6% N/A 6.3% 0.0% 0.0% 0.0% 3.1% 0.0%
UltraTax CS 93.8% 91.2% 3.79 3.5% 0.4% 0.0% 1.2% 2.3% 0.4%
Average 84.4% 82.6% 2.27 3.8% 0.4% 0.2% 2.2% 1.4% 0.2%

SPONSORED REPORT

Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.