Tradeshow Name - Location
Entry By:
PCG Staff Name*
Follow up needed
Select a choice
Self Follow Up
Sales Follow Up
Customer Information
First Name*
Last Name*
Company*
Email*
Phone*
How many 1040 returns did you file last season?*
How many business returns did you file last season?*
Current Software
Please Select Answer
ATX
CCH Axcess
CCH FX
CrossLink
CSI / UltraTax
Drake
H&R Block / Jackson Hewitt / Liberty Tax
Lacerte
New to Tax Prep
Onvio
ProConnect Tax Online
ProSeries
Software I use is not listed
Student - Training
TaxAct
TaxSlayer
TaxWise
TRX
TurboTax
Products Interested In*
Select a Product
ProTax - ITO
ProTax - Lacerte
ProTax - ProSeries
ProTax - Portfolio
ProTax - Attach
Interaction Information
Notes
Rank
Select the customer rank
A - Opportunity
B - Strong Lead
C - Lead
D - Existing customer/renewal
Treatment Name
Submit Lead
