Bankful

Bankful

Reviews Summary

Overwhelmingly positive reviews highlight exceptional customer service, with many praising quick responses, thorough assistance, and seamless setup processes. High-risk businesses particularly appreciate the smooth onboarding and ongoing support. A few mention minor delays, but most emphasize professionalism, patience, and expertise, making the experience stress-free and efficient. The consistent 5-star ratings reflect strong satisfaction with the service.

About This Listing

Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
International Tax
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

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What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

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How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

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Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

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Features

Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
International Tax
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Contact Information

Address

2985 E Hillcrest Dr Suite 209

Thousand Oaks, California 91362

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

Daniel Guy was a absolute blessing. I cannot stress that enough. I definitely had some hurdles and Daniel went above and beyond to help me. thank you Daniel for all your hard work and making my experience at Bankful wonderful. Best company i have worked with! I hope this review helps someone if their on the fence!!!

Daniel Guy was incredibly helpful in guiding us and helping us set up payment processing through our website. He answered all questions patiently and clearly, making a potentially confusing process feel straightforward. Thank you Daniel.

Working with Bankful has been a delight. Daniel Guy provided me with attentive support and promptly set me up with everything I needed to start processing cc payments again. So grateful!

Oh my! Everything is working perfectly! Michael Galuppo provided me with the complete and well-organized information that I needed in order to set up my Bankful account. Bankful has integrated perfectly with the online store on my website. As soon as it went active, Michael did a very helpful walk-thorough with me of my shopping cart and the entire account process. All good, simple, and seamless thanks to Michael's expertise and ability to explain in clear terms. Much appreciated!

Daniel Guy was great, super thoughtful and really supportive in getting my setup with the wix integration

If your'e in Need of a Pro Call Daniel Guy with BankFul. He's truly a Pro very knowledgeable, very responsive and see's the job through! Give him a call you will be glad you did...

Daniel has been SUPER!!! He did every single thing he said he would and in the time he said. My partner and I could not be more happy with his service and efforts to help get our business off the ground!!!

Daniel Guy was a great help and was very accommodating with my set up!

I have quite literally NEVER dealt with anyone as helpful as Daniel Guy! I am blind and was having a very hard time filling out a form to link my Shopify acct. When I couldn't figure out what piece of the puzzle I wasn't seeing I reached out for help. Daniel called me and took over and fixed all the issues I was facing and went above and beyond to make this transfer EASY! Most of my life with technology is anything but easy! What a great experience! Thank you so much Daniel!

THIEVES! I tried out bankful because their fees were low, and I made an account and everything but up until this point I haven't had any orders. But Bankful Has been charging me every month first they charge me $45 and then the next month they charged me $16 and they're gonna charge me again next month and I have tried contacting them several times telling them that I needed a refund And not once have they gotten back to me. This is fraud. I need my money back Bankful

Daniel was fast to respond and always available to help or answer any questions! Helped with application process and setup!

the company has poor response times, communication and integration capabilities. It's been two weeks and no one has contacted me to get a support ticket i submitted three times two weeks ago. No payments are going through on my site. It took a month just to open the account. I would recommend using square or clover instead.

Sorry - mistake with the 5 stars - if I could give Daniel Guy at Bankful 10+ stars, I would! I called Bankful, literally desperate, as I could not connect my current payment provider to my new Wix site (wasn't one of their partners) and was unable to accept payments. Daniel was incredible...not only did have great solutions to offer me but he was very sensitive to my concern about the entire situation, as well as enthusiastic when everything resolved! He had my e-commerce site working successfully in

Daniel did such an awesome job. What I made hard literally all by myself he came through and made it ease as 123. I am so happy with his customer service. Work with Daniel he's your guy! I'm excited. Thanks Bankful especially for hiring Daniel. He's sooooo great!!

Daniel Guy is THE BEST! I was tasked with helping to create our online "store" when our regular employee was unavailable. Daniel was there every single step of the way and walked me through everything. His customer service is stellar. Thank you so much Daniel!!

I really appreciate the constant communication between me and Daniel Guy. Daniel often initiated the Communications asking for update statuses on the things I needed to provide along with providing me updates on his end, for example possibly resigning contracts because of expiration dates. Daniel Guy?s professionalism and courtesy also made the experience very enjoyable.

My sales person Daniel Guy was awesome. He walked me through the entire process with getting my account setup. I didn't feel like a regular client, which is very important to me. He made sure the process was smooth and if I had any questions, he was very prompt with getting them addressed. I would highly recommend to anyone in the future. Daniel made a stressful process fast, simple and stress free.

Daniel Guy was extremely helpful in helping us transfer over our service to Pinwheel. He provided very detailed information and followed up immediately if I called with questions. Working with Daniel made the process seamless. He even walked us through how to integrate Pinwheel into our website, verified that all of our features worked properly and answered our remaining questions. Daniel's service is top notch!

Daniel Guy is an absolute pleasure to work with! His dedication and commitment are commendable. He is always available by phone, text message or email. If you have the opportunity to work with Daniel?I highly recommend it!

Daniel Guy was very personable and helpful! His response time was almost immediate. Most companies do not even offer an actual live person to talk to which is very frustrating. Daniel was a breath of fresh air! I look forward to using Bankful for our merchant services.

I had an awesome experience working with Daniel Guy at Pinwheel! He was so informative about what I needed to do to get my company?s merchant processing set up. He made sure to help me step by step and ensured that I was taking the right steps when I was filling out the required docs. I highly recommend Pinwheels service and I very much recommend Daniel Guy!

We started using Bankful at the beginning of the year for our e-commerce. Working with Shane Berry has been an excellent experience. Shane is very knowledgable with every aspect and helped guide us through the steps. He genuinely cares and is always willing to help us with just a phone call away. Thank you Shane for making the process mush easier! We appreciate your help more than we can express.

Where to start, Daniel was superior in his customer service. He not only walked me through the process and made sure it was smooth sailing, but he extended his knowledge and generosity oh help. I had questions and he had answers. His timely response to emails was well received. I appreciated the constant communication and updates, as it took the guess work off my end. I am not sure how I got so lucky to work with Pinwheel, but thankfully they were there. I will refer them from here on out! Again a big thank

After launching 3 weeks ago, Shopify without warning cut off our credit card processing. I contacted two companies, Daniel at Bankful being one of them. They got back to me the same day, and got me back up and running 4 days later! Daniel walked me thru all the steps and was about as easy as it gets. 5 stars!

So far so good! Our sales exec Michael Galuppo is incredibly responsive and has walked us through the process of setting up the software for our skincare line hosted on Shopify.

This was such a great experience, especially for a first timer! I worked with Daniel Guy... he was kind, knowledgeable, personable, responsive, supportive, service-oriented and made the experience very smooth. I had a ton of things happening at once getting my agency off the ground, but Daniel stayed in contact and made me feel like I was his only client. He literally added so much value to my life during this phase of business. Thank you for such a great experience, Daniel! Tiffany Leverage Consulting Age

I worked directly with Daniel Guy at Pinwheel and I can honestly say this was one of the best customer experiences I have ever had. Often times with tech companies you do not get personal service. I had an issue with my payment processing through Shopify and Daniel acted with a sense of urgency to get my issue resolved quickly. He spent time on the phone with me to see it through to the end and he genuinely cared about helping me solve the issue. This kind of personal service is rare these days. I woul

I couldn't have asked for a better experience with Pinwheel! Daniel Guy is the man!!! He helped me get my account approved running in less than 24 hours which I didn't even know was possible. It was such a simple and pain free process working with him and went above and beyond with his customer service. If you are interested in getting a merchant account set up contact Daniel, you literally can't go wrong with his level of expertise and friendliness. :)

Daniel Guy has been absolutely fantastic! I have worked with a number of companies and none of them compare with Pinwheel Pay and the customer service and expertise I have experienced from Daniel. I was able to get approved for an account in record time and Daniel made the integration to my site easy by walking me through step by step. Keep up the great work!

I contacted pinwheel pay to help set up my account. Spoke with a Sales Executive, Daniel Guy. His professionalism, customer service, and personality was second to none! He listened carefully and resolved all of the issues and was able to help me successfully connect our wix website to pinwheel in a timely fashion. Daniel called back within a half hour and personally ran a test to make sure all was working properly. I cannot say enough good things about this experience!

I wish I would have chosen to use Pinwheel sooner than I did. It literally took less than 24 hours to set me up versus the other merchant whose process was over a week. Daniel Guy was my sales rep. He's awesome. I inquired with Pinwheel towards the end of their business day. He promised me my account would be the first he'd work on that following morning. And he did just that! Thanks Daniel. You're my lifesaver, because I a mentioned to you in our phone conversation, I was on the verge of a breakdown. Super

Daniel Guy is absolutely the man, with the plan! Based on my experience with him alone I am ready to give Pinwheel all of my business. I feel confident that I am good hands.. not because of smooth talk, but because Daniel took swift and successful action. THAT is truly what any business owner can hope for.. competent resources that we can trust to be there when we need them. Thanks Daniel!!

If you have a High-Risk business that needs exclusive attention and assistance, this company is the BEST option for you. My Sales executive Shane Berry, has done nothing but the BEST to keep me informed, optimistic and satisfied with all the ends and outs of my business and merchant services. He is always available to promptly handle ALL my questions and concerns. Shane completed my application in no time! His Customer Service skills are the very BEST I have encountered in any professional setting. I am hon

Our sales rep Daniel G. was such a breath of relief helping us to get set up. He was very patient with all the questions I had and couldn't have asked for an easier transition into a new merchant company. Thanks for all the help!

My Experience with Scott was the best. He was extremely patient and walked with me step by step to make sure I understood how everything worked. Scott extended his services to me and told me that he's my wing man and to reach out no matter what. He follows up and he has great communication skills. Thank you for all your help Scott.

After having a great experience with Daniel Guy helping me integrate pinwheel into my first website I switched a second website over to Pinwheel. I was approved for a merchant account and pinwheel account within 24 hours which is absolutely amazing! I highly recommend!

Daniel Guy was super helpful! Out of all the processor companies I've talked to he took my high risk business and got back to me the fastest with amazing approval specs! He is easy to reach when I need him and the setup process has been easy so far! I'm looking forward to working with him long term.

Vital Health and Wellness contacted Pinwheel to inquire about integration services for our Shopify services. Daniel Guy contacted us immediately and assisted us with the process of applying to use Pinwheel. Daniel's customer service was amazing and he answered all of our questions promptly. Daniel, thank you for making this process easy for us! We appreciate all of your work. Thank you, Charmaine Scarlett and Shaughn Cooper

Thanks to Zack Owen and the bankful team we were able to update our payment processing in just a couple weeks. Zack provided excellent service and worked on our behalf to maintain direct communication with the underwriters. The process was streamlined from day 1 and there have been no surprises or hidden fees. We highly recommend this company.

At first I was apprehensive about signing up for Pinwheel Pay; but after speaking with Daniel Guy I know I made the right decision. Daniel is quite knowledgeable and very helpful. He walked me through the program and even helped me set up Pinwheel on my website! It was so nice to actually speak to someone rather than follow link after link on some website and not getting anywhere. This customer service Top Notch in my book!

Daniel Guy has been a great help in getting my merchant services set up in conjunction with my Shopify website. Truly a miracle worker at the moment! Thanks Daniel!!

Daniel Guy was so helpful! He made the process of setting Bankful up on my Shopify account super easy! He was very fast with getting back with me and walked me through anything I needed help with. Thank you Daniel!

I have to give Pinwheel 5 stars! Daniel Guy is a rock star. He made sure that the process was seamless, communication was fast and he was dependable and the integration to the ecommerce systems and support was wonderful. I would highly recommend.

Dan was beyond really helpful. He was instrumental in getting me set up with Bankful and within Shopify. He was so thorough and engaged and patient that at one point I actually thought that he owned the company. Best customer experience I've received from anyone, anywhere in a long time.

Hey there, I just had to take a sec to talk about how awesome my experience with Daniel at Bankful was. Seriously, he's been a rockstar throughout the whole process of getting approved for what I needed. Daniel's like that friend who's always got your back. Right from the start, he was super helpful and friendly. You know, one of those people who makes you feel comfortable from the get-go? Yup, that's him. What's really cool about Daniel is that he never settles for "okay." He's all about giving it his a

Daniel Guy has been the biggest help to me as support person. He was very patient and consistent with me and even when he was off, he still supported me. Pinwheel is a great gateway to get your payment process up and running the right way. Thank you for your help!!

I worked with Daniel Guy to get Pinwheel Pay set up for credit card processing on our website. Daniel was always professional and courteous. He always returned my emails and calls promptly and on multiple occasions, he jumped in and got something done that needed to get done. I highly recommend working with Daniel Guy and Pinwheel Pay. I'm glad I did. Michael Smith CEO Smith & Ali Financial Enterprises, LLC

Daniel Guy was an amazing help. Before speaking to him a was very nervous about how long the process would take and he was quick to answer questions and get me set up. I recommend Daniel as your rep and pinwheel.

I had a amazing experience working with my sales rep Daniel Guy. He went above and beyond to help get my business approved for processing. He even sent updates just to check on me and was always available for any questions I had. I highly recommend him. I can't wait to start my journey with pinwheel

ABSOLUTELY AMAZING Service. My first experience with Dan Guy at Pinwheel was a year ago, and the service he provided then was excellent. Unfortunately, I had to close that Shopify store, and was no longer was able to work with Pinwheel. Fast forward a year later, I discovered Pinwheel was an option for my other Shopify store. I immediately made the switch. What took days for my previous provider, took Dan only minutes. Plus, it worked the first time! I have worked with many different Credit Card proce

Pinwheel and especially the sales rep that I worked with, Daniel Guy, have been amazing throughout the entire process. Daniel sent reminders, was available for phone calls, and was very responsive. He made this a very simple and easy process!

Daniel Guy and the entire Pinwheel team have been a dream to work with. Highly attentive, incredibly responsive and hyper customer focused. As a high risk merchant, the process can be daunting and a months long endeavor. Daniel found a solution that was best suited for our business and had us up and running in a matter of days. Highly recommend!

Michael Galuppo has been extremely helpful in getting me set up with my Bankful payment gateway for my eCommerce site and readily answered all my questions, as well as being very responsive in emailing me back. He has also quickly followed up, and also has made sure my gateway is working correctly.

Daniel Guy @Pinwheel = A + Experience! My wife and I are very thankful....Dan's ability, professionalism & attention to detail are top-notch. Thanks to Dan, we can now accept CC and crypto payments! We are forever grateful for his hard work, expertise, responsiveness, patience, timeliness and guidance through this process! He helped us stay on top of our game, making sure that we submitted time sensitive material to get back to doing what we do best, sooner than later. We looked into a few opti

Dan at Pinwheel is awesome! He made sure that setting up our payment options for our "high risk" business through Pinwheel was easier than any other payment option could've been. He was always available and willing to answer any questions we had and was SO easy to work with. Save yourself the headache and just reach out to Dan, he'll make sure you're taken care of.

My experience working with Dan from Pinwheel was as good as it gets. Being a first time business owner I have had tons of stress and anxieties. Dan at Pinwheel helped walk me through every step on how to get my payout merchant set up properly. He is truly an asset to the Pinwheel Company and I'm happy to have gotten the chance to work with him and know him.

I was contacted by another company to sign up for payment processing and they wanted like social security numbers and credit scores. They were even hating on Pinwheel. Soon as I hung up with them I got an email from Daniel Guy over at Pinwheel. I promise I was able to accept payments within minutes after speaking with him. I couldn't be happier with a company when it comes to ease of use and the overall experience. You guys are the best.

Daniel Guy was and still is exceptional with the care he provides to his customers. His daughter got Covid and he worked around that to assist me with my difficulties. Would absolutely recommend his services to each pinwheel customer!

Daniel is the best! Let me tell you... I started this journey months ago! I had to take some time off and Mr. Guy was so understanding and patient. He kept in touch. Eventually I came back. I reapplied and got in touch with Daniel again! He gave me everything I needed to succeed. Still I was dragging my feet. He was right there checking in, encouraging me to finish this simple process. This week I finally got my act together and he walked me through the process in less than 30 mins! He is the best!

Daniel Guy was the representative assigned to my account with Pinwheel Pay. He did an excellent job with communicating and helping me walk through the approval and startup process! Thanks so much for all of your assistance Daniel, it definitely made the process go smoother for me! ????

Pinwheel was great at helping me get my small business started. I worked directly with Daniel Guy and he was extremely helpful and quick to respond to all emails. I can't believe how fast and easy they made the whole process.

?????? Michael Galuppo is the man!!! This was seriously one of the most pleasant experiences I have ever had with company. I was shocked at how fast Michael called me - literally didn't even have a chance to read confirmation email before he was already on the line! Excellent product knowledge, smooth and seamless set up. Seriously great company and even better customer support ?? Appreciate you Team Pinwheel!

So far Bankful has been great. Their integration into Shopify was near seemless and the fact that they take on "Risky" clients is great. However I give 4 instead of 5 stars becasue there application process was pretty unorthodoxed or atleast it felt that way. Their mechant payment processor EMS made a request for my credentials to log into my paypal and shopify store that made me very uneasy. However I will say that the representative I worked with from Bankful was OUTSTANDING. Daniel Guy will be who w

This is the best merchant services by far that I have went through. Daniel got my account setup within a week. He had fantastic customer service with responding to my emails within 24 hours but is always less. Responds back on the weekends which is very nice, when you have questions and concerns. Overall this services is a 10/10 and I have recommended it to others.

Shane Berry has been absolutely amazing to work with! He helped me set up a payment gateway for my Shopify business with complete ease. My business is considered risky which I assumed would complicate the process of getting set-up, however, it quick and simple. He has given me both an email and phone number to contact him which I find very helpful. I appreciate how friendly and transparent Shane is-- starting up my first business has been smooth!

Daniel Guy was an absolute pleasure to work with he was so patient with me and my partner. He explained the products in detail and was more than available for the separate time zones we have. I was extremely stressed trying to find a gateway for my Shopify store to integrate with square but after speaking with Daniel it literally took me one day. If I could give him 1000 stars I would.

Daniel Guy did an amazing job getting our website going!!! He kept in communication & followed up as needed. Thanks!!! Jill & Steve Call 2 Paradise CBD

Daniel Guy did a fantastic job in helping our company with Pinwheel Pay. He communicated effectively, worked hard to speed the process along, and was a joy to visit with on the phone. I highly recommend Daniel Guy to any company that is serious about using Pinwheel Pay in their operations. Thank you for your help again Daniel!

Daniel was extremely helpful and always so patient and nice on the phone

Amazing experience with PinWheel! Excellent communication. Always able to give me a solid answer. So happy to have had the pleasure to work with Daniel Guy on my website launch. If I could rate this 10 stars I would. Extremely happy customer and highly recommended. Thanks so much Daniel! Cheers.

Daniel Guy has been very attentive and helpful at getting us set up and running with our new business. Daniel went over and beyond to get all our documents in, in a timely manor and communicating with us about anything missing to complete the process immediately. He walked us through each step and made it easy and stress free. We are very grateful to Daniel.

I am very grateful to Pinwheel and Pinwheel?s sales executive, Daniel Guy. He is professional, kind, and an expert in his field. Thanks to his assistance, I was able to build my brand. I highly recommend him!

Daniel was the most helpful and kind person I've dealt with in this industry by far. His knowledge and patience with me through the entire process was what made me decide to choose Pinwheel as I had other offers. I have several friends needing Merchant services and I will be referring all of them to you. Thank you!

Daniel Guy made my payment processing set up so easy and at a very reasonable rate. I'm just so happy I reached out because I was stressing our company set up would be delayed due to our being a high risk service but he made it an easy step by step process to follow and walked me through the entire procedure. I'm so grateful.

I've used Pinwheel for multiple online stores. I had issues selling CBD online, and Daniel Guy has been my go to guy! I feel as if Pinwheel has become more than a processing company. I look at them more as a part of my team. Thanks again Dan!

Daniel Guy has excellent customer service. He knows when and how to listen as well as give good advice. I hope all the employees at Pinwheel Pay are like Daniel, if not, Daniel should be in a position to show them how it's done. Thanks Daniel! You are our go to for all EMS needs and referrals.

I worked with Daniel through what started out as a pretty scary experience for a small business owner. However Daniel was super receptive, attentive and was there to answer every little question I had. He had amazing follow-thru and made this experience a very professional and pleasant experience. We are so very grateful for Daniel and all he has done!

Daniel is awesome and patient! He helped with our account approval, setup, and connection to Shopify in less than 2 hours. We will highly recommend this service in the future!

David and Daniel were very helpful to me every step of the way. I am new to starting my first business and there are some hiccups I couldn't anticipate. With that said this Pinwheel team got me through with no hesitation. I am very grateful to them being available to me whenever I called and responsive to me very quickly via email as well. Looking forward to continuing to work with them!

Shane Berry has been very helpful, patient, accommodating and easy to talk to. I asked a lot of questions, and he went through every answer in a clear and concise way, and reassured me that Pinwheel has our back. The headache of finding a high risk processor seems to be alleviated by Pinwheel and their staff. We still need to take it all for a test run, but customer service so far has been top notch. Thanks Shane! Stay cool

Daniel Guy is absolutely amazing!! He helped get my shop back up and running and answered every single question along the way. Being a first time business owner is tough, but working with Daniel definitely made it easier!

Daniel Guy at Bankful has done a fantastic job helping me with merchant services! He is responsive and easy to work with. Daniel Guy made incorporating the credit card processing into my website a breeze. Thank you!

Daniel Guy is the 'guy'. Worked hard to get our project up and running. When Shopify decided we were "too risky" because our product is sold in the canna space...the folks at Pinwheel stepped up and got us approved and kept us in business. We are just starting out with them, but so far its been a great experience.

Shane did an amazing job, miracle worker!!! he got everything set up quick and followed up to make sure everything was functioning properly. I've never had this kind of service in the Processing world. Thank you, Shane.

First I want to start off my saying, exceptional customer service. Michael Galuppo is amazing. He is always available to answer any questions or concerns I have. This is my first time dabbing in the high risk business. He guided me step by step in the process of getting card processing for my adult store. Michael Galuppo has made my transition painless and very quick. The whole entire process took less than 5 business days. If there was an error, Michael was on it. I would recommend Bankful for all of your

I had the best experience working with Daniel Guy to get our website payment processing up and running! He was there throughout all the steps with extremely timely, professional, and knowledgeable help. I would highly recommend working with him to anyone!

The whole payment processing thing really put a strain on my business. I was going through loops and hurdles until I received help from Daniel Guy! From followed up emails to helpful phone calls he REALLY put his best foot forward in helping me connect Pinwheel to my cart. Thanks so much!

Daniel Guy did a great job of helping us get onboarded quickly and easily. He was super quick to respond, helped get our application across and made the experience seamless. Thank you Daniel!

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What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations