| Exhibit 4: Software Product Details |
| |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
| |
2nd Story Software |
ATX Forms |
CCH |
Creative Solutions |
Drake Software |
Dunphy Systems |
Intuit |
Lacerte Software |
Laser Systems |
Micro Vision
Software |
Orrtax Software |
Rhodes Financial
Services |
Tax$imple |
Universal Tax
Systems |
| Prices |
| 1040 package |
$99 |
$200 |
$2,675 |
$1,800 |
$1,495 – $1,995 |
$599 |
$15 per return $949 unlimited |
$2,055 |
$1,095 |
$745 – $995 |
$2,027 for Super System |
$895 |
$695 – $800 |
$789 retail; bundles available |
| Renewal
price |
$79 |
$180 |
25% early renewal discount |
$1,500 |
$995 – $1,495 |
$449 |
$949 unlimited; $15 per return |
$1,747 |
$995 |
N/A |
$1,250 |
$795 |
$695 |
$355 for early renewal |
| State
package |
$12.95 per state or $51.80 for all states |
$100 |
$250 – $675 |
$150 – $250 |
All states free |
$209 |
$249 – $349 unlimited; $11 per return |
$225 – $325 |
$345 |
$295 – $345 |
Included with Super System; $100 each |
Included |
$299 – $375 |
$289 retail; seasonable discounts available |
| State
renewal |
N/A |
$90 |
25% early renewal discount |
$150 – $250 |
All states free |
$209 |
$249 – $349 unlimited; $11 per return |
$191 – $276 |
$200 |
N/A |
Included with Super System; $100 each |
Included |
$299 |
$159 for early renewal |
| Additional
fee for laser package? |
N/A |
No |
No |
No |
No |
Yes |
Included |
No |
No |
No |
No |
No |
No |
No |
| Market |
| Date 2001
program shipped |
Jan. 9, 2002 |
Dec. 31, 2001 |
Dec. 2001 |
Nov. 27, 2001 |
Nov. 28, 2001 |
Dec. 28, 2001 |
Dec. 26, 2001 |
Jan. 6, 2001 |
Dec. 11, 2001 |
Dec. 12, 2001 |
Oct. 2001 |
Dec. 5, 2001 |
Jan. 1, 2002 |
Nov. 6, 2001 |
| Number of
updates |
3 |
6 |
15 |
9 |
3 |
2 |
3 |
5 |
7 |
4 |
13 |
N/A |
4 |
3 |
| Updates
available online |
Yes |
N/A |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| Number of
users |
N/A |
40,000+ |
20,000 |
12,000 |
12,700+ |
1,400 |
57,000+ |
38,000 |
4,000 |
6,000 |
4,000 |
2,200 |
N/A |
20,000+ |
| Percentage
of renewals from 2000 package |
N/A |
90% |
95% |
95% |
92% |
94% |
N/A |
96% |
90% |
94% |
95% |
97% |
95% |
95% |
| Support |
| Toll-free
support number |
No |
Yes |
Yes |
Yes |
No |
No |
Yes |
Yes |
Yes |
No |
For some users |
No |
No |
No |
| Support
hours (EST) during tax season |
9–10; Sat. 9–6; Sun. 1–6 |
8–12; Sat. 9–5 |
8:30–9:30; Sat. 9–8; Sun. (April)
10–6 |
9–9; Sat. 9–6 |
8–10; Sat. 8–6 |
8–6 |
Extended |
10–9; Sat. 11–5; Sun. 1–5 |
9–10; Sat. 9–3 |
9–9; Sun. 11–5 |
9–1; Sat. 10–10; Sun. 8–5 |
7:30–midnight |
8:30–7:30 |
9–10; Sat. 9–5 |
| Number of
support staff during tax season |
10 |
125 |
N/A |
100+ |
200+ |
5 |
N/A |
140 |
50 |
75 |
200 |
20 |
N/A |
180 |
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2nd Story Software |
ATX Forms |
CCH |
Creative Solutions |
Drake Software |
Dunphy Systems |
Intuit |
Lacerte Software |
Laser Systems |
Micro Vision
Software |
Orrtax Software |
Rhodes Financial
Services |
Tax$imple |
Universal Tax
Systems |
| Packages available |
| Conversion
package available |
No |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| Cost of
conversion package |
N/A |
Free |
$8 per return |
Free |
Free |
N/A |
Free |
Free |
Most no cost |
Free |
Included |
Free |
Free |
$200 |
| Versions
available |
Win 95/98/ME/NT/2000/XP |
Win 95/98/ME/2000/XP/NT |
Win 98/NT/2000/ME/XP |
Win 95/98/ME/NT 4+/2000/XP |
DOS & Win |
DOS |
Win 98/NT/2000/ME/XP |
Win 95/98/NT/2000/ME/XP |
Win 98/2000/ME/NT/XP |
Win 98/ME/2000/XP/NT |
Win 95/98/2000/NT/XP |
Win 95/98/ME/NT/2000/XP |
Win 95/98/NT/2000/ME/XP |
Win 2000/XP/NT |
| State
packages available? |
All |
All |
All |
All |
All |
Some |
All |
All |
All |
Some |
All |
All |
All |
All |
| Multistate
packages available? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| IRS data
displayed on screen? |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
No |
No |
Yes |
Yes |
No |
Yes |
Yes |
| Vendor data
displayed on screen? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
No |
| Batch
processing? |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
| Heads-down
data entry? |
No |
No |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
No |
No |
| Customizable-program-management-tools
(CPMT) reports? |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| CPMT organizers? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
| CPMT labels? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| CPMT client letters? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| CPMT scheduling programs? |
No |
No |
No |
Yes |
Yes |
No |
Yes |
Yes |
No |
No |
No |
No |
No |
No |
| 990? |
No |
Yes |
Yes |
Yes |
Yes |
N/A |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| 990 included with 1040? |
No |
No |
No |
No |
Yes |
N/A |
No |
No |
No |
No |
No |
Yes |
No |
No |
| 990 conversion? |
No |
No |
Yes |
No |
No |
N/A |
No |
Yes |
No |
No |
No |
No |
No |
No |
| 709? |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
No |
Yes |
Yes |
| 709 included with 1040? |
No |
No |
No |
No |
Yes |
No |
No |
No |
No |
N/A |
No |
No |
No |
No |
| 709 conversion? |
No |
No |
No |
No |
No |
No |
No |
No |
No |
N/A |
No |
No |
No |
No |
| 706? |
No |
Yes |
Yes |
Yes |
Yes |
N/A |
Yes |
Yes |
Yes |
No |
Yes |
No |
Yes |
Yes |
| 706 included with 1040? |
No |
No |
No |
No |
Yes |
N/A |
No |
No |
No |
N/A |
No |
No |
No |
No |
| 706 conversion? |
No |
No |
No |
No |
No |
N/A |
No |
No |
No |
N/A |
No |
No |
No |
No |
| 1120S? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| 1120S included with 1040? |
No |
No |
No |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
No |
No |
| 1120S conversion package? |
No |
Yes |
Yes |
Yes |
No |
No |
Yes |
Yes |
No |
Yes |
No |
No |
No |
No |
| 1120? |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| 1120 included with 1040? |
No |
No |
No |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
No |
No |
| 1120 conversion? |
No |
Yes |
Yes |
Yes |
No |
No |
Yes |
Yes |
No |
Yes |
No |
No |
No |
No |
| 1065? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| 1065 included with 1040? |
No |
No |
No |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
No |
No |
| 1065 conversion package? |
No |
Yes |
Yes |
Yes |
No |
No |
Yes |
Yes |
No |
Yes |
No |
No |
No |
No |
| 1041? |
No |
Yes |
Yes |
Yes |
Yes |
N/A |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| 1041 included with 1040? |
No |
No |
No |
No |
Yes |
N/A |
No |
No |
No |
No |
No |
Yes |
No |
No |
| 1041 conversion? |
No |
Yes |
Yes |
Yes |
No |
N/A |
Yes |
Yes |
No |
No |
No |
No |
No |
No |