Business form templates

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.