Form templates
Start from a form that already asks the right questions. Every template opens in the FormSign builder, so you can change anything, try it yourself, and save it when you're ready.
Build for free. Pay once a workflow goes live at 10 submissions or 2 documents sent for signature.
HR form templates
Forms for every step from application to onboarding to the weekly check-in. Each one opens in the FormSign builder, and every answer lands on a board you can share with your team.
Employee Onboarding Form
This employee onboarding form template collects a new hire's contact, role, emergency contact, and policy details in one form.
Employee Check-In Form
A short weekly employee check-in form asking how the week went, how heavy the workload is, and who needs help.
Job Application Form
A simple job application form template covering contact details, the role, availability, work history, references, and a signature.
Employee Handbook Acknowledgment
This employee handbook acknowledgment asks a new hire to confirm they received the handbook and to sign.
Employee Emergency Contact Form
This employee emergency contact form collects who to call, how they are related, and a phone number.
Independent Contractor Onboarding Form
This independent contractor onboarding form collects contact details, the work, and a start date without tax IDs or bank details.
Time Off Request Form
This time off request form asks for the dates, the type of leave, and a signature.
Expense Reimbursement Form
This expense reimbursement form collects the expense, the amount, a receipt, and a signature.
Business form templates
Forms for taking on clients and kicking off work.
Client Intake Form
This client intake form template collects contact details, goals, budget, timeline, and who decides before the first call.
Client Engagement Letter
This client engagement letter template fills each client's name, tax year, services, and fee, then sends the letter to sign.
Tax Preparation Engagement Letter
Send every tax client their own engagement letter with tax year, returns in scope and fee filled in and locked. They confirm details and sign online.
Bookkeeping Engagement Letter
Send each bookkeeping client their own engagement letter with services, frequency, start date and fee filled in and locked, then collect their e-signature.
Tax Organizer
An online tax organizer that collects household, income and deduction details from each client before you prepare their return. Try it now.
Accounting New Client Intake Form
A new client intake form for accounting and tax firms: entity type, services, current books, deadlines and who decides. Edit it and try it now.
Bookkeeping Client Onboarding Questionnaire
Collect a new bookkeeping client's business details, software, accounts, payroll, reporting needs and key contacts in one form before you start work.
Client Authorization to Contact Third Parties
This client authorization form lets a client name who you may contact, what you may discuss, and then sign.
Tax Year Document Checklist
This tax year document checklist asks a client to upload W-2s, 1099s, and other paperwork for the return.
Monthly Bookkeeping Document Request
This monthly bookkeeping document request asks a client to upload the month's books and notes.
New Vendor Setup Form
This new vendor setup form collects a vendor's name, contact details, and a signature.
Client Feedback Survey
This client feedback survey asks for a rating, what went well, and whether you may follow up.