PLM Tax Software Interest Form

PLM Tax Software Interest Form

Share your tax business details to receive software information and next-step options.
What’s Included
• Professional Branded Tax Software

• Keep 100% of Your Tax Preparation Fees

• Bank Products

• Professional Training

• Ongoing Mentorship

• Customer Service Support Line

• Support Throughout Tax Season
Contact Information
Full Name

First NameLast Name
Business/Company Name
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Business Website or Social Media (optional)
Tax Professional Profile
Your Role

Other
Years Preparing Taxes
Approximate Number of Tax Returns Planned for Upcoming Tax Season
Current Business & Software
Are you currently using tax software?
What is the name of your current tax software?
How long have you used your current tax software?
Are you considering switching to a new tax software provider?
Do you currently offer bank products to your tax clients?
Service Bureau Details
Number of preparers you currently support
Number of offices
Estimated total returns processed by your service bureau
Are you interested in service bureau software?
PLM Software Interest
What are you most interested in?
When are you looking to get started?
Final Questions
What are you looking for in a tax software provider?
Anything else you would like PLM to know about your tax business or software needs?
I agree to be contacted by PLM Tax Services regarding tax software, training, mentorship, bank products, and related business services.
Should be Empty:

PLM Tax Software Interest Form

What’s Included

Contact Information

Tax Professional Profile

Current Business & Software

Service Bureau Details

PLM Software Interest

Final Questions