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Company Name
Phone
Contact Name
Email
State
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How many team members are you interested in starting with?
*
1
2
3-5
5+
What services are you interested in?
*
Required
Bookkeeping
Financial statement preparation
Tax preparation
How quickly do you want to get started?
*
ASAP
1-3 months
6 months +
Company Size
*
< 5
5 - 10
10-20
20+
Technology used for Document Management
*
Canopy
Onvio
Smartvault
Karbon
Quont
Tax Done
Asana
Other
Technology used for Tax return software
*
Pro connect
Pro series
Lacerte
Ultratax
Other
Technology used for Bookkeeping
*
Xero
Quickbooks
Sage
Other
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