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          
ATX 5.4% 7.1% 4.6% 13.1% 7.1%
Drake Software 21.2% 17.4% 19.7% 9.1% 10.8%
GoSystem Tax RS 0.0% 0.0% 0.0% 20.6% 2.8%
Lacerte 0.6% 6.7% 0.5% 22.6% 5.3%
ProSeries 4.3% 7.5% 4.0% 9.1% 7.8%
ProSystem fx Tax 1.5% 13.6% 0.4% 25.5% 5.2%
Tax Software for the Professional 0.0% 0.0% 0.0% 0.0% 0.0%
TaxACT Preparer's Edition 0.0% 0.0% 0.0% 18.2% 6.0%
TaxSlayer Pro 20.0% 4.0% 20.0% 0.0% 0.0%
Taxware Tax Preparation 9.0% 14.0% 10.0% 5.0% 12.0%
TaxWise 10.5% 11.8% 10.5% 15.8% 51.0%
TaxWorks 0.0% 0.0% 0.0% 6.3% 7.5%
UltraTax CS 1.8% 2.4% 1.4% 26.8% 3.9%
Average 5.7% 6.5% 5.5% 13.2% 9.2%

SPONSORED REPORT

Building client loyalty with payroll services

In this report, CPA experts detail their tactics for performing successful payroll services, how to mitigate risk in the process, and the impact payroll can have as a value-added service.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.