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%

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.

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