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Firmdesk Pilot Application

Your Name

*

Email

*

Firm Name

*

Province

*

Role

*

How many people work at the firm?

*

A

1

B

2-5

C

6-15

D

16+

About how many clients do you have?

*

A

Under 50

B

50–150

C

150–400

D

400+

Is your work mostly T1, mostly corporate and bookkeeping, or a mix?

*

A

Mostly T1

B

Mostly corporate and bookkeeping

C

Mix

What tools do you use today?

*

Spreadsheets and email

TaxDome

Karbon

Canopy

TaxCycle

ProFile

QuickBooks Online Accountant

Other

What is the hardest part of your busy season?

*

Can you do a 20-minute call each week for 8 weeks?

*

Yes, I can commit to that.

How did you hear about Firmdesk?

*

Firmdesk may email me about the pilot.

*

I agree.