Problem: Tax pros lose 8+ hours/week on wrong-fit clients
Every call with a prospect who doesn't fit your practice is time you can't bill. Bad-fit clients drain energy, create scope creep, and often leave unhappy. You need a way to ask the right questions upfront — before they ever get on your calendar.
Solution
Screen My Clients lets you create a firm-branded screening page with configurable questions. Prospects answer before booking. You set rules to auto-flag or auto-decline based on red flags. Only qualified prospects reach your inbox. Free through tax season.
Key features
- Save 8+ hours/week
- Auto-filter red flags
- Your brand, your questions
- Prospects answer first
- Only qualified leads reach you
- PII protection built-in
What practitioners say
“Last tax season, I spent 10+ hours a week on calls that went nowhere. This year with Screen My Clients, I screened out 23 nightmare clients before they even got on my calendar. Game changer.”
Pricing
Free through tax season. Because we know if you use Screen My Clients through one tax season, you'll never go back to the old way.
Start Screening →