Exclusive vs. shared CPA leads: which pays off?

Exclusive leads go to one firm only, so you get the full conversation without competition. Shared leads go to up to three firms and cost far less.\n\nIf your team calls back within five minutes and closes more than 20% of conversations, exclusive leads usually win. If you run a high-volume tax office with a fast intake team, shared leads can produce a lower cost per client.\n\nMost firms start with a mix: exclusive for high-value services like cost segregation and R&D credits, shared for 1040 preparation.