Onboarding Questionnaire Leave this field blank First Name Last Name (optional) Email Business Name (optional) What industry is your business in? (optional) Do you currently use an accounting software? (optional) Yes No If you selected yes, you currently use an accounting software, please name the software. (optional) Do you currently hold any license(s)? (optional) Yes No If you selected yes, what type of license(s) do you hold? (optional) Do you have employees or pay sub-contractors? (optional) Do you current have payroll services? (optional) Yes No Do you issue a 1099 to your sub-contractors? (optional) Yes No What payroll services do you use? (optional) Do you currently accept credit cards as a form of payment? * (optional) Yes No Please check what services you would like a quote or more information for: (optional) Business Tax Services Personal Tax Services Insurance Services Workman's Comp General Liability Umbrella Insurance Business Health Insurance Personal Health Insurance Business Auto Insurance Personal Auto Insurance Retirement Other Submit Form
