Description
Start each return with a more organized intake process. The Client Organizer Template is a digital tax intake form built in Cognito Forms, giving your clients a convenient way to submit their information online.
Use the template as the starting point for your practice’s client organizer, customize it to fit your workflow, and share it with clients before you begin preparing their returns.
- Collect information online: Give clients one form to complete for intake.
- Customize your organizer: Adjust questions and wording to fit your practice.
- Support your review: Use client responses to identify missing information and guide follow-up.
- Create a consistent process: Use the same organized starting point for each client.
Account required: You must have a Cognito Forms account to use this template. A Cognito Forms subscription is not included; any applicable account fees are separate.