Screen Reader Mode Icon Check SCREEN READER MODE to make this survey compatible with screen readers. TY20 Annual Customer Satisfaction Survey TaxAct Professional's annual survey to gain feedback to better serve YOU! Thank you for your time. (10 minute survey) OK Question Title * 1. Gender: How do you identify? Man Woman Prefer to self-describe, below Self-describe: OK Question Title * 2. Age Range 18-24 25-34 35-44 45-54 55-64 65+ OK Question Title * 3. How many years have you been a paid tax preparer? This was my first year 1-5 years 6-10 years 11-15 years 16-20 years 20+ years OK Question Title * 4. How long have you been using TaxAct Professional software? This was my first year 2-5 years 6-10 years 11-15 years 16-20 years 20+ years OK Question Title * 5. How likely is it that you would recommend TaxAct Professional to a friend or colleague? NOT AT ALL LIKELY EXTREMELY LIKELY 0 1 2 3 4 5 6 7 8 9 10 0 1 2 3 4 5 6 7 8 9 10 OK Question Title * 6. How likely are you to purchase TaxAct Professional software for the upcoming tax season? 0 10 Clear i We adjusted the number you entered based on the slider’s scale. OK Question Title * 7. How satisfied are you with TaxAct Professional in the following areas? Extremely Unsatisfied Unsatisfied Neither satisfied or unsatisfied Satisfied Extremely Satisfied Accuracy Accuracy Extremely Unsatisfied Accuracy Unsatisfied Accuracy Neither satisfied or unsatisfied Accuracy Satisfied Accuracy Extremely Satisfied Ease of Use Ease of Use Extremely Unsatisfied Ease of Use Unsatisfied Ease of Use Neither satisfied or unsatisfied Ease of Use Satisfied Ease of Use Extremely Satisfied Price Price Extremely Unsatisfied Price Unsatisfied Price Neither satisfied or unsatisfied Price Satisfied Price Extremely Satisfied Installation Process Installation Process Extremely Unsatisfied Installation Process Unsatisfied Installation Process Neither satisfied or unsatisfied Installation Process Satisfied Installation Process Extremely Satisfied Integration with other software services Integration with other software services Extremely Unsatisfied Integration with other software services Unsatisfied Integration with other software services Neither satisfied or unsatisfied Integration with other software services Satisfied Integration with other software services Extremely Satisfied Support Support Extremely Unsatisfied Support Unsatisfied Support Neither satisfied or unsatisfied Support Satisfied Support Extremely Satisfied Has all of the federal forms I need Has all of the federal forms I need Extremely Unsatisfied Has all of the federal forms I need Unsatisfied Has all of the federal forms I need Neither satisfied or unsatisfied Has all of the federal forms I need Satisfied Has all of the federal forms I need Extremely Satisfied Has all of the state forms I need Has all of the state forms I need Extremely Unsatisfied Has all of the state forms I need Unsatisfied Has all of the state forms I need Neither satisfied or unsatisfied Has all of the state forms I need Satisfied Has all of the state forms I need Extremely Satisfied Software sign in Software sign in Extremely Unsatisfied Software sign in Unsatisfied Software sign in Neither satisfied or unsatisfied Software sign in Satisfied Software sign in Extremely Satisfied Ease of purchase and renewal Ease of purchase and renewal Extremely Unsatisfied Ease of purchase and renewal Unsatisfied Ease of purchase and renewal Neither satisfied or unsatisfied Ease of purchase and renewal Satisfied Ease of purchase and renewal Extremely Satisfied Other (please specify) OK Question Title * 8. Did you contact TaxAct Professional Support during the TY19 filing season? Yes No OK Question Title * 9. How did you contact TaxAct Professional Support during the 2020 filing season? Check all that apply. Phone Email Social Media OK Question Title * 10. Did you take advantage of our Support callback option rather than wait for the next available agent? Yes No I was not offered this option OK Question Title * 11. Are you satisfied with the ability to request a call back rather than waiting for the next available agent? Yes No Why or Why not OK Question Title * 12. Why did you contact TaxAct Professional Support? Check all that apply. Did not contact them this season Account or Software Sign-in Issues Technical questions about how to install or setup the software Where to find/enter information in software Download and/or installation Tax form or calculation questions Status of EFIN verification State form printing availability Printing issues - Form 8879, Schedule A, etc. Client Xchange import availability QBID availability Issues with updates - software not opening, auto-updates not working Republic Bank specific support Other (please specify) OK Question Title * 13. How satisfied are you with the TaxAct support representative’s answer to your question? 0 10 Clear i We adjusted the number you entered based on the slider’s scale. OK Question Title * 14. How would you rate the service from your TaxAct support representative? 0 10 Clear i We adjusted the number you entered based on the slider’s scale. OK Question Title * 15. What could we do to improve your satisfaction with TaxAct Professional Support? OK Question Title * 16. Did you participate as a tax expert in the TaxAct Consumer Xpert Help Program this season? Yes No OK Question Title * 17. If yes, please share how it went for you. OK Question Title * 18. Do you use social media for personal and/or business? If so please check all that apply. Facebook Instagram Twitter Pinterest Linkedin OK Question Title * 19. What is TaxAct Professional doing Great? OK Question Title * 20. What could we (TaxAct Professional) do better? OK Question Title * 21. Thank you for your business; you are truly appreciated. If you would, please write a simple review for us and provide consent for us to use within our website, social and marketing channels. OK Question Title * 22. I consent to having the above testimonial quote used by TaxAct Professional for external and internal communications. Yes No N/A OK Question Title * 23. We would also love to do a spotlight on you and your business. If interested, please check yes and provide your email. We will spotlight at least a firm a month. Yes, Name and Email provided in comment box No, Not at this time Provide Full Name and Email OK DONE
