SurveyMonkey Powered Online Survey

Purpose: To gather information so that the software demonstration can be tailored to your specific needs.

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1. Your Name: (Required.)

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2. Contact Information: (Required.)

Company:

Country:

Phone Number:

Email Address:

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3. Approximate Number Of: (Required.)

Reporting Entities:

Reportable Accounts:

Reporting Jurisdictions:

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4. Approximate Number Of: (Required.)

Administrative Users (Full Access):

Customer Service Representatives (Limited/Web Access):

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5. List of Reporting Jurisdictions: (Required.)

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6. Current Import File Format(s) for Account Data? (Required.)

Excel (.xls or .xlsx)

Comma Separated Values (.csv)

Tab Delimited (.tab)

Pipe Delimited (.pipe)

Fixed-Width Text Files (ASCII)

Fixed-Width Text Files (Binary)

Other (please specify)

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7. Interested in Managed Services for: (Required.)

Imports/Exports

Custom Data Reports

XML Filing

Not Interested

Other (please specify):

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8. Hosting / data location requirements? (Required.)

In-House

Hosted by 1099 Pro

Undecided

Specific concerns related to hosting services?

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9. Specific Security Concerns: (Required.)

SSAE 16 SOC I Type II Hosting/Facility

Data Location (In-house vs. 3rd party hosting)

Data Redundancy/Back-up/Encryption

Individual User Access Levels/Audit Trails

Two-Factor Authentication

ActiveX Browser Plugins

TIN Masking

None

Other (please specify):

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10. Current CRS Software? (Required.)

Don't Have CRS Software Yet

In-House

Purchased From Another Company

Thank you for taking the time to fill out 1099 Pro's CRS reporting survey. A CRS Account Manager from 1099 Pro will contact you within one business day to discuss the software solution and review any questions that you might have.