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
Drake Software
11.8%
6.0%
11.8%
17.6%
60.0%
GoSystem Tax
RS
0.0%
N/A
0.0%
14.3%
4.7%
Lacerte
0.2%
10.0%
0.3%
27.0%
15.6%
Max Plus
9.1%
12.0%
13.6%
20.5%
9.8%
ProSeries
3.4%
3.3%
2.7%
13.0%
23.7%
ProSystem
fx
Tax
0.6%
2.0%
1.1%
28.3%
13.7%
TaxWise
8.3%
15.0%
8.3%
8.3%
1.0%
TaxWorks
10.3%
3.0%
10.3%
14.3%
4.0%
UltraTax
1.8%
6.3%
2.0%
28.6%
11.5%
Average
5.1%
6.4%
5.6%
19.1%
16.0%