Tax Preparation Client Intake Form Template

If you're offering tax preparation services, you might be looking for a simple and effective form when intaking clients. To get started, click the "Use this Template” button below.

We've created this template for a placeholder tax company so you can go in and make it truly yours. Using our simple, doc-like interface, it's easy to add any sections or questions from our 26+ question fields with a few clicks. You can even change the colours, fonts and logos to represent your brand by heading over to the “Theme” section.

Once the form is submitted, you can optionally show your responders a "Thank you" screen. Follow this easy tutorial to set up a personalised success page to thank your respondents or link them to other relevant forms.