Cognito Forms Client Data Intake Template

Simplify Your Tax Process with a Fully Customizable Client Intake Form!

The Cognito Forms Client Intake Template is designed to help tax professionals streamline client onboarding. This ready-to-use digital form gathers essential client information securely and efficiently, saving you time during tax season. With a few simple steps, you can fully brand and customize the form to align with your business identity, including a comprehensive walkthrough, guiding you step-by-step on completing your form! Take control of your client intake process with this all-in-one solution!

Key Features:

✅ Pre-built sections to collect client details, tax documents, and signatures

✅ Secure and mobile-friendly form, making it easy for clients to complete on any device

✅ Fully customizable with your business branding, logo, fonts, and colors

✅ Automatic submission and storage of client data in a secure dashboard

✅Preset workflows to help you automate your form 

All digital products are final sale. Once delivered, they cannot be returned, refunded, or resold. These items are provided for personal use only and may not be shared, distributed, or used for profit purposes. By purchasing, you agree to these terms.