Personalized Webpage/Client Intake Form
Select Your Option
Choose an option
One Time - $24.99 Pay Now
One Time - $34.99 Deferred Until First Return Funds
What email do you want on your website?
What Position Do You Hold With AffordaTax?
Choose an option
Affiliate Individual (AI)
Affiliate Owner (AO)
Affiliate Hiree (AH)
I'm Not Sure
Type the name of your Affiliate Owner (if you are an AH Hiree):
Select Your Template
Go to https://taxprep.me/templates to view the demo of each personalized webpage template.
What business name do you want on your website? (It cannot be AffordaTax)
Type it exactly as you want it on the website.
Upload your picture if you ordered a Personalized Web Page. Make sure it's a professional pic, preferably a head-shot.
Make sure it's a professional pic, preferably a head-shot. We don't recommend selfies where you can see your arms out or pics in cars showing seat belts or pics in personal places, such as a bed.
Do you want your company logo to go on your webpage at this time?
If yes, you will upload it below. You can have this added later. A online platform like Fiverr or Upwork can create a logo or you can do it yourself on VistaPrint.
Upload your logo if you ordered a Personalized Web Page OR Client In-Take Form
How do you want your personalized web page link to read? www.TaxPrep.me/jane
Don't make the name extension long or hard because if people type it in wrong, it will automatically go to the home page (which is not personalized with your information.)
What area(s) do you want your web page to say you serve?
You can also opt to have it state a metro area. (Serving the Decatur & Metro Atlanta Areas), for instance.
Address you want on website.
Type "None" if you don't want an address or simply put City, State.
Contact Number you want on website
Personalized Webpage/Client Intake Form quantity
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