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CLIENT FIT CHECKLIST

When someone asks how much you charge for tax prep.

Use this simple 2 question test to verify if a tax client is a good fit.

10X FASTER ONBOARDING

When you need to onboard clients faster.

Use this simple 2 question test to verify if a tax client is a good fit.

CLIENT FIT CHECKLIST

When someone asks how much you charge for tax prep.

Use this simple 2 question test to verify if a tax client is a good fit.

10X FASTER ONBOARDING

When you need to onboard clients faster.

Use this simple 2 question test to verify if a tax client is a good fit.

CLIENT FIT CHECKLIST

When someone asks how much you charge for tax prep.

Use this simple 2 question test to verify if a tax client is a good fit.

10X FASTER ONBOARDING

When you need to onboard clients faster.

Use this simple 2 question test to verify if a tax client is a good fit.

CLIENT FIT CHECKLIST

When someone asks how much you charge for tax prep.

Use this simple 2 question test to verify if a tax client is a good fit.

10X FASTER ONBOARDING

When you need to onboard clients faster.

Use this simple 2 question test to verify if a tax client is a good fit.

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