Free Form Templates — Accountant Form Templates

Accountant Form Templates

Accountants juggle countless client interactions, from initial consultations to year-end tax submissions. Our accountant form templates help you digitize and streamline every aspect of your practice, saving time while maintaining the professional standards your clients expect.

Whether you're a sole practitioner, part of a small firm, or managing a boutique accounting practice, these templates are designed to simplify your workflow. Collect client information efficiently with intake forms, gather tax documentation securely, and process engagement letters with integrated eSignatures through Papersign.

What you can do with Paperform:

• Client onboarding: Create professional intake forms that collect essential financial information, business details, and documentation upfront
• Tax preparation: Build secure forms for gathering W-2s, 1099s, expense reports, and other tax documents
• Bookkeeping requests: Set up recurring data collection forms for monthly financials and receipts
• Payment processing: Accept retainer fees, invoice payments, and consultation charges directly through your forms
• Appointment booking: Let clients schedule tax planning sessions, quarterly reviews, or audit meetings
• Engagement letters: Use Papersign to collect legally binding signatures on service agreements
• Multi-step workflows: Guide clients through complex processes with Stepper, breaking down lengthy financial questionnaires into manageable sections

Every template is fully customizable to match your firm's branding and specific service offerings, helping you present a polished, professional image while working more efficiently.