ABTP Tax Software Interest Form
First Name:
*
Last Name:
*
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Do you have an Active EFIN? (YES or NO)
*
EFIN #
Does This EFIN Belongs To You?
Yes
No
How many EFINs do you have?
*
Do you have a Registered PTIN? (YES or NO)
*
How many of your offices will need tax software set up?
*
What Tax Software are you currently using?
*
Please Select
TaxShield
Taxwise
TaxShield
SmartWiz
OLT
Drake
Other
None
Are you interested in Crosslink Tax Software?
*
Are you interested in White labeling your Tax Software?
*
Are you interested in becoming a Service Bureau?
*
Will You Need Assistance In Setting Up Your Back Office including back-end fees?
Yes
No
Will You Need Assistance In Onboarding Your Tax Team?
Yes
No
Are you interested in attending our weekly webinars on how to grow your Service Bureau?
Yes
No
Signature
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Continue
Continue
Should be Empty: