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

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.