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Accept or reject prospects based on answers to your screening questions.

Screen prospects with questions you create or pre-written by us, for each service you offer. When a prospect selects you as their TaxPro of choice, review their answers to understand the prospect's perspective, requirements and issues before you accept them as a client.

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It costs you nothing to review a client and reject the business.


Pinpoint your ideal client and select where to grow your business.

Grow certain areas of your practice by narrowing down which type of clients you want reviewing your profile.

Not interested in tax return work? You can exclude tax returns from your areas of proficiency to focus on other growth services.

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