ERO Readiness Scorecard
Find out if your tax business is ERO-ready. Complete this quick assessment and get your free scorecard instantly.
Business Name
*
Contact Person Full Name
*
First Name
Last Name
Email Address to Receive Your Scorecard
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
How many years has your business been preparing taxes?
*
Please Select
Less than 1 year
1-3 years
4-7 years
8+ years
Do you currently have an EFIN (Electronic Filing Identification Number)?
*
Yes
No
How many tax returns did your business file last tax season?
*
Please Select
Fewer than 50
50-200
201-500
501+
Does your business have a written data security plan?
*
Yes
No
Not sure
Do you have procedures in place to verify client identities?
*
Yes
No
Sometimes
Are you registered with the IRS e-Services?
*
Yes
No
Additional Comments (optional)
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