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Welcome now! Please fill onboarding form.

First Name *

Last Name *

Company Name

Position at Company

Phone Number

Company Address

How many physical locations does your company have? *

Is your Company a Startup or Established? *

Enter the Size of your Company

How many States does your company operate in? *

Do you have Employees

Employee Count

** Enter 0 if there are no Employees

What is your company’s annual payroll? *

Include Owners and Officers payroll. If none, enter next 12 Months Anticipated Gross Payroll.

"Do Employees have set work schedules or shifts?"

Do you sell goods or services, and payment methods?

Are you using CRMs and Email Marketing Software? *

Please list all the CRM, Sales & Marketing Software

Who Manages your CRM, Sales & Marketing Software?

Please enter your Company’s Annual Gross Revenue *

$ Enter your Anticipated Gross Sales or Enter 0

Do you have an internal accountant or use 3rd parties?

Rate your desired involvement in accounting (1-10).

Group Census & Supporting Docs Upload

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Please Rate How Easy this form was

Would you recommend our services to other businesses?

Yes