Beta Firm Info Form

This form allows to more accurately gauge the nuts and bolts of onboarding your firm. Each CPA firm is unique, with it's own set of clients and questions, so by letting us know some more in-depth info we can better assess the steps required to bring you and your team on to Baco Tech!

* Full Name

* Company Name

* Company Website

* Phone

* Email

* Number of Partners

* Number of Principles or Managers

* Number of Seniors

* Number of Staff

* Other Tax Professionals

* Number of Admins

* Number of Admin Tax Users

* Tax Software

* Project Management

* Time and Billing

* Firm Accounting

* Paperless File Storage

Client Info

* Number of 1120

* Number of 1120S

* Number of 1065

* Number of Sched C

* Number of Sched E

* Number of Clients on # of Clients that have accounting records on QB Desktop

* Number of Clients on QBO

* Number of Clients on Xero

* Number of Clients on Core Accounting

* Number of Clients on Microsoft NAV

* Other Client Accounting Platforms not listed

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