First Name *
Last Name *
Do you have a website? *
No, and we don’t plan to get a website
No, but we plan to get a website
Yes, but we rarely update it
Yes, and we regularly update it
How active is your business’ social media page? *
We don’t have a social media account for our business
We have a business social media account, but never post
We post every 1-2 months
We post every 1-2 weeks
We post every 1-2 days
Do you use paid online advertising during tax season? *
No, and we don’t plan to
No, but we would like to start
Yes, rarely
Yes, a moderate amount
Yes, often
Do you use an email marketing service like Constant Contact to send promotional emails? *
No, and we don’t plan to
No, but we would like to start
Yes, but we rarely send email blasts
Yes, and we regularly send email blasts
How do you currently handle marketing and advertising? *
I use an outside company or person
I handle it myself
Another employee handles it
I need help
Most of my clients prefer to speak: *
English
Spanish
Other language
Tax Software Provider *
Advanced Tax Solutions
ATX - Refund Transfer
ATX - 3Fund
ATX - Fee Collect
ATX - RTCPS
TaxWise - Refund Transfer
Taxwise - 3Fund
TaxWise - Fee Collect
TaxWise - RTCPS
Crosslink
Drake Software
GoSystem Tax
Jadee Solutions
Lacerte
OLT Pro
OLT Pro - Fee Pay
ProSeries
ProSeries - Quick Collect
ProTax Pro
Right Way
TaxAct
TaxLync
Tax Pro Alliance
TaxSlayer
Taxware Systems
Thomson Reuters
UltraTax
UTax
Other
What do you use most to advertise? *
Social media
Marketing materials from RT bank partner
Online advertising
Email
Direct mail
Refer a friend promotion
Other
Email *
Phone *
Ex. (555) 123-4567
Refund Transfer Bank *
EPS Financial
Refund Advantage
Refundo
Republic
Santa Barbara Tax Products Group
N/A
Refund Transfer Volume *
How many Refund Transfers did you process this year?
Comments
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