Residual Pro Consultation Form
Complete this short form so we can recommend the right Residual Pro setup for your office.
Lead Contact Information
Full Name
*
First Name
Last Name
Business Name
Best Email Address
*
example@example.com
Mobile Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
City and State
*
Role, Interests, and Current Setup
Which best describes you?
*
New tax preparer
Experienced tax preparer
ERO
Tax-office owner
Service bureau
Multi-office owner
Other
What are you interested in?
*
Professional tax software
Starting a tax business
Adding preparers to my office
Opening multiple tax offices
Bank products
Training and onboarding
Marketing resources
Service bureau opportunity
Switching from another software
Do you currently have a PTIN?
*
Yes
No
Application in progress
I need help understanding this.
Do you currently have an EFIN?
*
Yes
No
Application in progress
I need help understanding this.
What tax software do you currently use?
*
None
TaxSlayer
OLT
Drake
TaxWise
CrossLink
ProSeries
Other
Business Volume, Access, and Timing
Approximately how many tax returns did you or your office prepare last season?
*
0
1–25
26–100
101–250
251–500
More than 500
How many preparers or offices need software access?
*
One preparer
2–5 preparers
6–10 preparers
More than 10 preparers
Multiple office locations
Not sure yet
When do you plan to start or switch software?
*
Immediately
Within 30 days
Within 1–3 months
Before the next tax season
Just researching
Needs, Readiness, and Scheduling
What matters most when choosing tax software?
*
Affordable pricing
Ease of use
Reliable e-filing
Business and corporate return capability
Training
Technical support
Bank product integration
Multi-preparer management
Marketing resources
Service bureau growth opportunity
Are you ready to invest in professional software and setup?
*
Yes, I am ready
Yes, but I need payment options
I need pricing and a demo first
Not yet
Would you like to schedule a Residual Pro software demo or consultation?
*
Yes, as soon as possible
Yes, within the next week
Send me information first
Not yet
What is your biggest software or business challenge right now?
Source, Contact Preference, Consent, and Conditional Follow-up
How did you hear about Residual Pro?
*
Facebook
Instagram
TikTok
Google
Referral
Green Tree Tax
Residual Pro Tax Academy
Event or workshop
Other
Preferred contact method
*
Text message
Phone call
Email
I agree to receive calls, emails, and text messages from Residual Pro about software, demos, training, and related services. Message and data rates may apply. Consent is not a condition of purchase. Reply STOP to opt out.
*
Yes
Would you like information about Residual Pro Tax Academy training and startup guidance?
Yes
No
REQUEST MY RESIDUAL PRO CONSULTATION
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