Tax Mogul Bureau Client Onboarding

Section 1

About You

Tell us who owns the tax business and where your core account information should point.

First Name

Last Name

Birth Month

Birth Day

Business Name

Preferred Client Portal Subdomain

This would create a client portal like elitemogul.taxmogulportal.com.

Backup Client Portal Subdomain

Used only if your preferred portal link is already taken.

Business Email Address

Business Phone Number

Reply-To / Support Email For client portal messages

Business Logo

Upload the logo clients should see inside their client portal.

Primary Brand Color Optional

Secondary / Accent Brand Color Optional

City and State

Website or Domain If you have one

How many years have you been in business?

Section 2

Your Tax Business

Give us the practical and strategic context behind your tax offer, your clients, and how your business currently operates.

Describe your core tax offer and who is your ideal tax client?

Optional: record your answer, then add or edit the typed version.

What makes you different from others who do what you do?

Optional voice answer available.

Tax Business Details

These details help us configure the tax layer, client intake flow, and AI agent support around how your business actually works.

What tax software do you currently use?

Which tax software do you use?

Which company do you prefer for bank products?

Which bank product company do you prefer?

How many bank products did you complete last tax year?

Are you an ERO (Electronic Return Originator)?

Yes No - not yet Not sure

Section 3

Tax Prep Software Account Setup

These details help us prepare the tax prep software account setup.

First and last name

Date of birth

Cell phone number

Business name

Business email address

Business phone number

Business owner SSN

EFIN

PTIN

Business type

Business address

Street address

Apartment, suite, or unit

City

State

Zip code

Mailing address

Street address

Apartment, suite, or unit

City

State

Zip code

Shipping address

Street address

Apartment, suite, or unit

City

State

Zip code

Name of bank

Account type

Checking Savings

Bank routing number

Bank account number

EFIN owner driver's license expiration date

EFIN owner driver's license number

Years of e-file experience

Prior year bank product volume

Estimated current year bank products

Signature

Today's date

Section 4

Your Goals

This helps us understand where the system needs to take pressure off your plate and what outcome matters most.

Do you currently use a CRM?

Yes No

Which CRM do you currently use?

How do your leads currently find you? Check all that apply

Social media Referrals Paid ads Organic search Networking/events Other

Where else do your leads come from?

What is your biggest operational bottleneck right now, the thing that takes the most time or falls through the cracks most often?

Optional voice answer available.

What is your revenue goal for the next 6 months?

What does success look like for you once your system is live and running? Paint the picture.

Optional voice answer available.

Section 5

Legal And Consent

Confirm that the information is accurate and that Tax Mogul Bureau can use it to build your Kross CRM setup and AI agent.

Build My Automated Tax Business

About You

Your Tax Business

Tax Business Details

Tax Prep Software Account Setup

Your Goals

Legal And Consent