Auto-generate compliant, customized CPA onboarding documents tailored to each client profile and service type. Stop manually editing templates. Start closing faster.
New client intake is repetitive drudgery. Engagement letters are boilerplate with a few variable fields. Tax organizers are standardized. IRS forms are fixed. Yet you spend hours every week editing PDFs, renaming files, emailing documents back and forth. This is work a machine should handle.
CPA New Client Document Bundle Generator reads your firm's profile, the client's service package, and their business structure, then auto-generates a complete onboarding packet: signed engagement letter, a custom tax organizer with your letterhead, required IRS forms pre-populated with client data, and a client-facing cover sheet explaining what to return and when.
All documents are PDF, professionally branded, and ready to send. Your client receives a coherent package that looks like a high-touch firm. You save 3-4 hours per new client. Your intake process is now a 5-minute operation instead of a day of paperwork.
Auto-generate engagement letters customized by service type, fee structure, and scope. Includes liability disclaimers, retention terms, and tax law references specific to the client's business structure.
Generate business or personal tax organizers pre-populated with fields relevant to the client's tax situation. Includes schedules for income, deductions, and entity-specific questions.
Pre-fill Form 8821 (Tax Information Authorization), engagement acknowledgments, and other required forms based on client data and service scope. Reduce client errors and follow-up questions.
Input basic client info: name, business structure (sole prop, S-corp, C-corp, partnership), service package (tax prep, bookkeeping, audit support), and fee arrangement. Takes 90 seconds.
Choose which documents to generate: engagement letter, tax organizer, IRS forms, cover sheet. Check boxes for add-ons like state-specific schedules or prior-year carryforward sheets.
Click Generate. System merges your firm letterhead, client data, and selected templates. Receive a single ZIP file with all documents, ready to send or print.
Email the bundle to the client directly from the app. System tracks opens and completion of the organizer. Automatic reminders if the client hasn't returned signed documents in 7 days.
3-4 hours saved per client: No more manual template editing, variable insertion, or file renaming.
Compliance built-in: Templates reviewed by CPA firms and kept current with IRS updates and state tax law changes.
Professional appearance: Clients see a polished, branded package. No cobbled-together emails or inconsistent letterheads.
Data retention: All generated documents are saved in your archive. Search, filter, and regenerate for amendments or year-end updates.
You handle onboarding yourself. This cuts your intake admin in half, freeing you to focus on client strategy and high-value tax planning instead of document assembly.
Standardize your intake across all clients and team members. New associates follow the same process. Client experience is consistent. Risk of missed disclosures drops.
Your clients are small business owners who need tax organizers before their CPA year-end meeting. Generate one for each client in bulk with a single click.
White-label the system and offer it to your network of CPA firms. Brand it with their logo and letterhead. Recurring revenue, minimal support overhead.
Up to 30 new clients per month
All document templates
Client portal & reminders
Email support
Unlimited clients
All Professional features
Team management & roles
API access & custom branding
Dedicated support
Your time is worth more than copy-paste and template editing. Let automation handle intake. Start your free trial today - no credit card required.
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This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.