BASIC CONTACT INFORMATION
Full Name
Business Name
Email
*
Phone
*
State
Privacy Policy
PROFESSIONAL STATUS
(To understand experience level and compliance needs)
Are you currently an PTIN holder?
Yes
No
No, will need guidance
PROFESSIONAL STATUS
(To understand experience level and compliance needs)
Do you currently have an EFIN?
Yes
No
No, will need guidance
EXPERIENCE LEVEL
(To segment beginner vs established professionals)
How many tax seasons have you completed?
First season
1–2 seasons
3–5 seasons
5+ seasons
CURRENT FILING VOLUME
(To determine pricing flexibility, residual potential, and free software eligibility)
What is your average annual filing volume?
0–25 returns
26–100 returns
101–300 returns
301–500 returns
500+ returns
BANK PRODUCTS EXPERIENCE
(To assess revenue opportunities and setup complexity)
Have you used bank products before (refund advances, fees from refund, etc.?
Yes, currently
Yes, in the past
No, but interested
No, not interested
CURRENT SOFTWARE & SERVICE BUREAU SETUP
(This section is CRITICAL for understanding what they pay now and where their expectations are.)
What tax software are you currently using?
Are you currently working with a service bureau?
Yes
No
No elements found. Consider changing the search query.
List is empty.
Approximately how much are you paying per return in service bureau or processing fees?
Under $20
$20–$30
$31–$40
$41+
Not sure
No elements found. Consider changing the search query.
List is empty.
(This question is to understand their current cost baseline — not to quote pricing.)
ADD-ON FEES & BACK-END REVENUE
(To understand what they currently earn or want to earn beyond base filing.)
Does your current software or service bureau offer add-on fees or back-end revenue opportunities? (Examples: bank product incentives, add-on services, signature fees, etc.)
Yes
No
Not sure
No elements found. Consider changing the search query.
List is empty.
If your answer is YES, please briefly describe the add-ons you currently use or value most.
(This question is to understand their current cost baseline — not to quote pricing.)
WHAT THEY ARE LOOKING FOR (VERY IMPORTANT)
What matters most to you when choosing a tax software? (Select all that apply)
Lower overall costs
Bank products
Ability to earn back-end revenue
Business return capability
Multi-user / team access
Education & training
Ongoing support
Scalability as volume grows
Type an option
WHAT THEY ARE LOOKING FOR (VERY IMPORTANT)
What are you looking for in a service bureau or software partner? (Select all that apply)
Affordable pricing
Flexibility
Volume-based incentives
Strong support
Long-term partnership
EDUCATION & SUPPORT INTEREST
(To help determine eligibility for education-based offers.)
Would you be interested in education or onboarding support if recommended?
Yes
Maybe
No
GOALS & ADDITIONAL NOTES
(Optional but valuable for sales conversations)
What goals have you set for your tax business this season?