Tax Preparation Client Intake Form Template
Easily collect and organize key client information for tax preparation with this AI-generated intake form template. Improve accuracy, streamline your workflow, and ensure you have all necessary details to provide exceptional tax services. Perfect for tax professionals and accounting firms seeking an efficient client onboarding process.
1
Customize the Intake Form
Use the AI form builder to tailor the template with specific questions or sections relevant to your tax preparation workflow, ensuring all necessary client information is gathered.
2
Share with Clients
Send the form link to your clients prior to starting their tax preparation. Clients can complete the form securely online, uploading documents and answering questions at their convenience.
3
Review and Prepare Taxes
Collect client responses and attached documents through the AI platform. Use the organized intake data to efficiently and accurately prepare your client's tax returns.
