Help us understand your business so we can recommend the perfect solution tailored to your needs, experience level, and growth goals.
This assessment covers 10 key areas to help us match you with the best software, pricing, and support options.
We'll start with the basics to establish contact and understand your location.
Understanding your compliance status helps us provide appropriate guidance.
Your experience helps us recommend the right training and support level.
Your volume determines pricing tiers and eligibility for volume-based incentives.
Understanding your bank product experience helps us optimize revenue opportunities.
We need to understand what you're currently using to recommend improvements.
Learn about your current add-on revenue and opportunities for growth.
What matters most to you in a software platform and service partner?
Determine if additional training or onboarding support would benefit you.
Share your vision for your tax business this season and beyond.
Complete the assessment below and we'll reach out within 24-48 hours with a personalized recommendation tailored to your business.