Client worksheets
Coming soonNew Client Intake Worksheet
Capture everything you need from a new client before the first engagement: entity types, systems, deadlines, and prior preparer details.
Onboarding goes sideways when key facts surface late: a second entity, a payroll provider nobody mentioned, a prior accountant who won't release files. This worksheet collects the operational picture in one sitting.
It covers entity structure, software and bank feeds, filing deadlines, staff and owners, prior preparer transition, and the three problems the client most wants solved. Use it to scope the engagement and price it accurately.
What's included
- Four-page intake worksheet
- Fillable PDF for remote intake
- Engagement scoping summary page
- Prior preparer transfer checklist
Review before use
These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions
$39
One-time purchase. PDF, fillable PDF, and Word.
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Use the files with unlimited clients at your firm. Purchases are covered by our terms.