Collect financial records, tax documents, and engagement terms for year-end close and tax preparation.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Confirm the basics — entity changes, new employees, or state filings that affect this year's return.
Request every document in one checklist instead of five separate email threads.
Collect the tax-specific paperwork your team needs for accurate filing.
Finalize the engagement scope and fees before your team begins year-end work.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
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