Done For You Customizable 2026 Client Intake form (Cognito)

📝 One For You: Customizable 2025 Client Intake Form (Cognito)

Make onboarding clients easier, faster, and more professional with this done-for-you customizable intake form built in Cognito Forms. This ready-made template saves you the hassle of starting from scratch while giving you the flexibility to edit and brand it to fit your tax office perfectly.

Inside, you’ll get:

✔ A 2025-ready intake form that covers all the key details you need from every client

✔ Editable fields so you can add, remove, or customize questions to match your workflow

✔ A professional, digital form that clients can complete from their phone, tablet, or computer

✔ A streamlined system that organizes client data securely in one place

💡 Why You’ll Love It:

• Collect all necessary tax info without chasing clients down
• Look professional while saving time and reducing errors
• Provide a smooth, modern onboarding experience clients will appreciate
• Perfect for tax pros, EROs, and preparers managing high client volume

⚡️ Digital Product – Cognito Form Template Link

After purchase, you’ll receive direct access to the editable Cognito form link so you can brand and launch it immediately.

🚫 No Refunds

Due to the nature of this being a digital product, no refunds will be given under any circumstances.