Exit this survey 1099 Pro - CRS Reporting Needs Assessment Purpose: To gather information so that the software demonstration can be tailored to your specific needs. Question Title 1. Your Name: Question Title 2. Contact Information: Company: Country: Phone Number: Email Address: Question Title 3. Approximate Number Of: Reporting Entities: Reportable Accounts: Reporting Jurisdictions: Question Title 4. Approximate Number Of: Administrative Users (Full Access): Customer Service Representatives (Limited/Web Access): Question Title 5. List of Reporting Jurisdictions: Question Title 6. Current Import File Format(s) for Account Data? 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) Question Title 7. Interested in Managed Services for: Imports/Exports Custom Data Reports XML Filing Not Interested Other (please specify): Question Title 8. Hosting / data location requirements? In-House Hosted by 1099 Pro Undecided Specific concerns related to hosting services? Question Title 9. Specific Security Concerns: 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): Question Title 10. Current CRS Software? 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. Done
