OFFICE CONFIGURATION QUESTIONNAIRE

Office Name *

Master EFIN *

Address

Street Address

City

State

Country

Enter your country

Postal Code

Main Office Phone Number *

Main Office Email Address *

Principal Title *

Principal First Name *

Principal Last Name *

Desired URL Prefix *

(If unavailable, we will contact you for an alternative.)

MFA / Cell Phone Number (Not Support Line) *

Primary contact number for internal use only.(Used for security verification codes – MFA.)

Do you require multiple office locations configured? *

Yes

Not Sure

Company Logo Upload

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload a high-quality logo file.Requirements: transparent background (.PNG or .PSD format).

STAFF & SECURITY SETUP

How many preparers will use the system?

How many staff requires system access

Will staff require remote access?

Yes

Not Sure

Do you plan to use the mobile app and customer portal features?

Yes

Not Sure

List each staff member as below

•Full Name

•Email Address
• Phone Number
• Position/Role (Junior Preparer, Senior Preparer,Reviewer,Office Manager etc)
• Access Level Needed

Staff List

MFA / Personal Email (Not Support Email)

MIGRATION QUESTIONNAIRE

Are you currently using another tax software provider?

Yes

Will you be transferring existing clients into ProWeb?

Yes

Not Sure

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I consent to receive non-marketing text messages from Seismic Tax Software Inc about Tax news, updates and offers. Message frequency may vary, message & data rates may apply. Text HELP for assistance, reply STOP to opt out