What does the tax checklist download template ask?

4 questions: What's your first name? Where should we send it? Is this for you or a business? Who does your books today?

How does it qualify leads?

Each answer adds points. At 30 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 20 points it is Warm. You can change the points and both thresholds in the editor.

How do I use this template?

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Tax checklist download template

Send a year-end tax checklist and find the businesses that need an accountant.

Use this template

4 questions
Under a minute
Scores each lead
Lead magnets

The year-end tax checklist

Everything to gather before you file.

press Enter ↵

Takes 25 sec

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