Initiation Form

Complete this form to save at least 60 minutes!

Please Provide Your Information

First Name *

Last Name *

Email *

Phone *

Can you receive SMS text messages from this number?

Note: we hope to communicate with you via SMS to quickly contact you when needed regarding your setup.

A2P SMS Registration

Your Tax Resolution Business Name *

Please note if this is a DBA (doing business as) and include your business name. This is important for SMS verification.

Tax Resolution Website *

Your Business Address *

City *

State *

Postal code *

EIN (to Register Phone SMS Marketing) *

Business Type

Note: these are the options available during A2P registration

New AutoDrive Phone Number Area Code Request

Note: You will receive one free AutoDrive Phone Number. We recommend the Area Code to be the same as your office phone number

vCard Contact File - get yours here

vCard File Upload (optional but recommended)

Contact Database CSV File

Requirements: First Name, Last Name, Email, Phone, Mail Address (Optional), and Notes (Optional)

Contact Database

Contact Database 2 (optional if database is split)

Secure Login Details.
Please double check logins are accurate to avoid additional back and forth.

Domain Registrar Logins (ex. GoDaddy, Namecheap) *

Godaddy Users just enter "GoDaddy Access" if you sent access already.

Website Logins (ex. Wordpress Logins) *

Hosting Logins (Server ex. Siteground, GoDaddy, Namecheap)

Note: Enter "Domain Registrar" above if Hosting server is with your domain registrar

Please provide links to your Website Form/Landing Page and Schedule pages. These are the pages that need to be updated with AutoDrive CRM Forms.

Ex. https://www.rozstrategies.com/inquire/

List Your Website Forms, Schedule, and Landing Pages

Please provide the links to the best of your knowledge. We will also review your website pages.

Lead Magnet Upload (optional but recommended)

Upload your 7 Secrets Lead magnet

Appointment Scheduling Options For Tax Resolution Business

Hours of Availability

Square Logo File Upload (recommended 500px x 500px)

Logo Upload

Meeting Option (Please select up to 2 options)

Phone Call

In-Person Office

Zoom

Appointment Scheduling Additional Information

Notes: Buffer time is additional time to be added as a "break" to protect your time after an appointment. Maximum Bookings per day if you want to limit yourself to 3 calls per day. Minimum Scheduling notice is to protect you from sudden appointments such as requiring a 24 hours for your next availability.

Do you currently use a calendar for your tax and accounting appointments?

Did you provide all the necessary Information? *

Necessary Information means your information, A2P Registration, and all the necessary Logins. Optional Items are not included.