Mayne Focus Onboarding

Onboarding Form

Important information & future aspirations
Full Name

First NameLast Name
Phone Number
Personal or Business LineFormat: (000) 000-0000.
Email
Use the email address you want to associate your software credentials with.
Address

Street Address

Mailing Address (if different)

CityState / Province

Postal / Zip Code
Business Name
If you don’t have one, list a name you like for your brand.
Create a list of services that you want to offer your customers.
Include prices as well, this is not set in stone. There’s no correct answer.
PTIN Number
This is the number assigned by the IRS to legally prepare for revenue.
List the three colors you want to represent your brand.
Preferred Payout Method

Other
If you chose “Other” then list it here.
This is for your payment option.
Bank Name for Direct Deposit
Branch Banks ONLY
Bank Account Type
Checking or Savings, if you chose this option.
Bank Routing Number
If you chose this option.
Bank Account Number
If you chose this option.
Confirm Bank Account Number
If you chose this option.
Cash Tag, Venmo Tag, or PayPal Tag
Enter the one you chose for payout.
If you chose Apple Pay, is the number above the one you wish to receive payment on?
If No, enter the number you wish to use.
Please enter a valid phone number.Format: (000) 000-0000.
What are 3 other business ventures you are interested in pursuing?
Number each choice.
Digital product sale and resale is available as an additional source of revenue. Launching that business has a cost of $150. Is this something you want to invest during or after the tax season?
If yes, when can you make the payment for launch?

MonthDayYear
Date
Are you interested in a Canva virtual course for the cost of $40? (Canva is used to create business visuals and can be added to your list of products/services.)
If yes, when do you want to make the payment?

MonthDayYear
Date
Would you like the once a week “Tax Tip Tuesday” graphic to post on your social media pages?
Cost is $50 for the season, and graphic is delivered every Monday.
If YES, when can you make the payment for them?

MonthDayYear
Date
Are you interested in a website for your brand for the cost of $150?
Website is delivered 2-4 weeks after payment is made.
If YES, when would you like to make the payment?

MonthDayYear
Your commitment to MFU is for 2 years. What are your plans in the tax industry?

Other
Signature
Should be Empty:

Onboarding Form