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24
Questions
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1
Name
First Name
Last Name
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2
What were your overall thoughts on the website?
Poor
Somewhat Poor
Good
Very Good
Clear Process
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Design
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Readability
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Functionality
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Speed
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Clear Process
Design
Readability
Functionality
Speed
Poor
Row 0, Column 0
Somewhat Poor
Row 0, Column 1
Good
Row 0, Column 2
Very Good
Row 0, Column 3
Poor
Row 1, Column 0
Somewhat Poor
Row 1, Column 1
Good
Row 1, Column 2
Very Good
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Poor
Row 2, Column 0
Somewhat Poor
Row 2, Column 1
Good
Row 2, Column 2
Very Good
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Poor
Row 3, Column 0
Somewhat Poor
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Good
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Very Good
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Poor
Row 4, Column 0
Somewhat Poor
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Good
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Very Good
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of 5
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3
Did you have a clear understanding of the process before beginning?
YES
NO
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4
Do you believe that it is important to understand the entire process before beginning?
YES
NO
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5
Please rate the Get Started Page (Client Information Form) on the following:
Poor
Somewhat Poor
Good
Very Good
Clarity
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Security
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Ease
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Convenience
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Speed
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Clarity
Security
Ease
Convenience
Speed
Poor
Row 0, Column 0
Somewhat Poor
Row 0, Column 1
Good
Row 0, Column 2
Very Good
Row 0, Column 3
Poor
Row 1, Column 0
Somewhat Poor
Row 1, Column 1
Good
Row 1, Column 2
Very Good
Row 1, Column 3
Poor
Row 2, Column 0
Somewhat Poor
Row 2, Column 1
Good
Row 2, Column 2
Very Good
Row 2, Column 3
Poor
Row 3, Column 0
Somewhat Poor
Row 3, Column 1
Good
Row 3, Column 2
Very Good
Row 3, Column 3
Poor
Row 4, Column 0
Somewhat Poor
Row 4, Column 1
Good
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Very Good
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6
Calculation for Q1
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Calculation for Q2
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8
Calculation for Q3
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9
Calculation for Q4
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10
Calculation for Q5
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11
Please explain why the Client Information Form was unclear.
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12
Please explain why the Client Information Form did not feel secure.
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13
Please explain why the Client Information Form was not easy to fill out.
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14
Please explain why the Client Information Form was inconvenient.
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15
Please explain why the Client Information Form was slow.
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16
Did you feel that the form took too long to fill out?
YES
NO
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17
Did you have any hesitancy submitting the Information Request?
YES
NO
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18
Why were you hesitant?
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19
Did you have any difficulties submitting your documents?
YES
NO
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20
What difficulties did you have?
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21
Based on the Pricing page, would you have felt comfortable paying that amount for the work we did?
YES
NO
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22
Please explain why you did not feel comfortable with our prices?
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23
Please rate the Virtual Consultation Process on the following:
Poor
Somewhat Poor
Good
Very Good
Timeliness of Appointment Booking
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Availability of Appointments
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Responsiveness of Tax Professional
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Experience of Tax Professional
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Timeliness of Return Completion
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Benefit of Consulation
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Timeliness of Appointment Booking
Availability of Appointments
Responsiveness of Tax Professional
Experience of Tax Professional
Timeliness of Return Completion
Benefit of Consulation
Poor
Row 0, Column 0
Somewhat Poor
Row 0, Column 1
Good
Row 0, Column 2
Very Good
Row 0, Column 3
Poor
Row 1, Column 0
Somewhat Poor
Row 1, Column 1
Good
Row 1, Column 2
Very Good
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Poor
Row 2, Column 0
Somewhat Poor
Row 2, Column 1
Good
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Very Good
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Poor
Row 3, Column 0
Somewhat Poor
Row 3, Column 1
Good
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Very Good
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Poor
Row 4, Column 0
Somewhat Poor
Row 4, Column 1
Good
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Very Good
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Poor
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Somewhat Poor
Row 5, Column 1
Good
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Very Good
Row 5, Column 3
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24
Calculation Q1
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25
Calculation Q2
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26
Calculation Q3
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27
Calculation Q4
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28
Calculation Q5
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29
Calculation Q6
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30
Please explain why you felt your appointment booking was not timely.
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31
Please explain why you felt the availability of appointments was poor.
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32
Please explain why you felt the tax professional was not responsive.
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33
Please explain why you felt the tax professional was not experienced.
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34
Please explain why you felt your return was not completed in a timely manner.
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35
Please explain why you felt your consultation was not beneficial.
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36
When you received the text to schedule your virtual appointment, was our staff member clear?
YES
NO
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37
Was scheduling the soonest available more important to you than finding a later time that better fit your schedule?
YES
NO
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38
Were the text instructions for your virtual appointment clear?
YES
NO
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39
Were there any issues connecting with your tax professional for the virtual appointment?
YES
NO
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40
Please describe the problem(s):
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41
Did the tax professional answer all of your questions?
YES
NO
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42
Did your virtual meeting increase your confidence in Virtual Tax of America?
YES
NO
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43
If you were to file with Virtual Tax of America next year, would you like a virtual meeting at that time?
YES
NO
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44
Please provide any additional feedback on your virtual appointment:
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45
Was the payment process easy?
YES
NO
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46
How could we improve the payment process?
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47
Was signing the Authorization to E-file easy?
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NO
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48
Do you have any other feedback or suggestions?
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49
Were you satisfied overall with the service you received?
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NO
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50
What changes can we make for a more satisfactory experience?
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51
Please provide a review for our website:
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