How many years have you been preparing tax returns?
This is my first year
1-3 years
3-5 years
5+ years
How many tax offices do you currently have?
One office
Multiple offices
How many employees do you currently have that submit tax returns?
Just me
2-5
6-10
10+
How many tax returns has your business submitted in the prior tax season?
Less than 25
25-49
50-99
100-199
200+
This is my first year preparing tax returns
What is the average age demographic of your client base?
18-25 years old
25-35 years old
35-45 years old
45+ years old
My client age demographic is mixed
What type of returns do you typically submit?
Personal Tax Returns
Business Tax Returns
Both Personal & Business Tax Returns
Do you prefer Desktop or Web access?
Desktop
Web
I don't have a preference
Pick a phrase that best describes your technology comfort level.
Technology makes my work easier, faster, and more efficient, I stay up to date as much as possible!
I like keeping up to date with technology advancements when possible
It's difficult to keep up to date with technology advancements, but I see the value in doing so
Technology? What a headache!
Are you familiar with Bank Products?
Yes
No
How do you typically collect your preparation fees?
Upfront
After my client receives their refund
Directly from the refund through a Bank Product
Based on your answers, we believe Tax Box Pro would be the best fit for you.
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