Grow your accounting firm

Practice Forward free sample tools

Explore a selection of Practice Forward tools

Practice Forward free sample tools include

Index of content

Access the directory of all Practice Forward content available to members.

Prospect questionnaire

Gather information from prospective clients prior to an initial meeting and determine if they are a good fit for your firm with this questionnaire.

Sales process – prospect

Educate staff on the process for proposing services to prospective clients with the sales process – prospect tool.

Single existing client evaluation form

Use this form to assess the status of your firm's relationship with your clients. It provides a good starting point for evaluating each client to determine whether they fit your new business model.

Practice Forward has given me the keys to the kingdom, as far as the templates and the cheat sheets and all of the things that they give you, you can take them and replicate them over and over and over. So, your prep time is so much less, but you're still getting that meaningful meeting with that client.

Erin Heath

Owner, Erin R. Heath, CPA

Free sample tools

Complete the form to access the Practice Forward free sample tools

First name

Last name

Email address

Job role

Company

Zip or postal code

Phone number (numerals only; no dashes)

Country/region

Organization type

By checking here you agree to receive emails about Thomson Reuters Tax resources, events, products, or services that may interest you. Please note that you may unsubscribe at any time.(Optional)

United States Support

International support

New releases

Join a TR community

Free trials & demos

Practice Forward free sample tools