zaro_ex5


  Special Client Services
Tax program Percentage of users charging extra for e-filing Percentage of users planning to charge extra next year Percentage of users offering tax-refund advances Percentage of clients using them Percentage planning to offer tax-refund advances next year Percentage offering online organizers this year Percentage of clients using them
ATX MAX 11.0% 22.6% 6.8% 20.0% 6.2% 12.3% 21.8%
Drake Software 7.9% 11.1% 11.1% 11.5% 14.3% 11.1% 16.7%
GoSystem Tax RS 33.8% 40.0% 0.0% 0.0% 0.0% 25.0% 13.2%
Lacerte Tax 25.6% 32.6% 0.7% 24.7% 1.6% 21.3v 11.9%
ProSeries Professional 27.5% 33.4% 5.0% 12.8% 5.9% 11.6% 23.7%
ProSystem fx Tax 23.8% 27.4% 0.2% 0.0% 0.8% 28.1% 10.4%
TaxACT Preparer’s Edition 55.6% 66.7% 3.7% 45.0% 3.7% N/A N/A
TaxWise 12.5% 8.3% 16.7% 12.7% 16.7% 16.7% 28.7%
TaxWorks 38.2% 38.2% 0.0% 0.0% 0.0% 26.5% 31.7%
UltraTax CS 24.4% 27.5% 1.3% 12.4% 1.8% 26.7% 9.7%
Average 26.0% 30.8% 4.5% 13.9% 5.1% 19.9% 18.6%

SPONSORED REPORT

2018 financial reporting survey: Challenges and trends

Learn the top reporting challenges that emerged in a survey of more than 800 finance, accounting, and compliance professionals across the world, and compare them with your organization's obstacles.

PODCAST

How the skill set for today’s CFO is changing

Scott Simmons, a search expert for large-company CFOs, gives advice for the next generation of finance leaders and more, including which universities are regularly producing future CEOs and CFOs.