The Ultimate Client Intake & Engagement Letter Kit

Simplify your client onboarding and protect your business with this fully customizable Jotform template!

What’s included:

Editable Client Intake Form & Engagement Letter

Step-by-step instructions to clone & customize the form

Short legal disclaimer

Scripts to introduce the form to clients

Pro tips for testing, branding, and notifications

✅ Save time, reduce back-and-forth, and impress clients from day one.

Perfect for tax pros, preparers, and EROs ready to streamline their business.

Start onboarding like a pro — grab your kit today!