Statements from the following verified business professionals were used to create this chart:
Title |
Company Size |
Industry |
Response |
|
Preparer |
Large Enterprise |
Professional Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Very valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Very valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Very valuable
|
|
Administrative Staff |
Small Business |
Professional Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Extremely valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
|
|
Reviewer |
Medium Enterprise |
Financial Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Extremely valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Extremely valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Did not know
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Very valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
|
|
Administrative Staff |
Small Business |
Financial Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Extremely valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Extremely valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Did not know
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Very valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
|
|
Partner/Shareholder |
Small Business |
Financial Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Somewhat valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Did not know
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Somewhat valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
|
|
Partner/Shareholder |
Large Enterprise |
Professional Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Somewhat valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Very valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Somewhat valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Valuable
|
|
Preparer |
Small Business |
Financial Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Very valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Extremely valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Somewhat valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Somewhat valuable
|
|
Preparer |
Small Business |
Professional Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Extremely valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Extremely valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
|
|
Administrative Staff |
Large Enterprise |
Professional Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Very valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Very valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Did not know
|
|
Partner/Shareholder |
Medium Enterprise |
Professional Services |
- Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Somewhat valuable
- Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Valuable
- E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Valuable
- SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Somewhat valuable
- Integration with 1040SCAN (e.g. create a binder with a click): Valuable
|