Accounting Firm Seasonal Desk Reservation for Tax Season

Managing seasonal staff during tax season requires careful coordination of workspace, technology access, and security. This Accounting Firm Seasonal Desk Reservation form template streamlines the entire process, helping accounting firms efficiently onboard temporary tax preparers and ensure they have everything needed to hit the ground running.

Built for accounting firms during peak season

Tax season brings a surge of temporary staff who need immediate access to workspaces, accounting software, and secure document storage. This template captures all critical information in one clean form—from preferred desk locations and equipment needs to software access requests and departure dates. By centralizing these requests, office managers and IT teams can coordinate setup before day one, eliminating delays and ensuring compliance with security protocols.

The form includes conditional logic to capture specific software licensing needs (QuickBooks, Drake, ProSeries, Lacerte, and more), hardware requirements like dual monitors or ergonomic equipment, and secure filing cabinet assignments for sensitive client documents. This level of detail ensures your seasonal team members arrive to a fully configured workspace that meets both their needs and your firm's security standards.

Seamless workflows with Stepper

Once a seasonal employee submits their desk reservation, you can use Stepper to automate the entire provisioning workflow. Trigger tasks for IT to create software accounts, notify facilities to assign filing cabinets and keys, alert HR when equipment requests are approved, and send welcome emails with workspace details and first-day instructions. Stepper keeps all stakeholders in sync without endless email chains, so your seasonal staff experience a smooth, professional onboarding from day one.

Why Paperform for workspace management

Paperform gives accounting firms the flexibility to create professional, on-brand forms that integrate seamlessly with existing tools like Google Workspace, Slack, Airtable, and HR systems. The doc-style editor makes it easy to update the form year after year as your software stack or workspace layout changes, and conditional logic ensures you only ask relevant questions based on role type or location. With SOC 2 Type II compliance and robust security features, Paperform is trusted by professional services firms who need to protect sensitive information while maintaining operational efficiency.

Whether you're a boutique tax practice or a regional accounting firm, this template helps you manage hot desking, assigned seating, and workspace bookings with the professionalism your seasonal team expects.