Cognito Intake Form Template Bundle

Make your office operations smooth and professional with this 2-in-1 Intake Form Bundle! Designed for tax offices that want structure, compliance, and consistency from day one, this bundle includes both:

📋 Preparer Onboarding Intake Form

• Collects all the essential details from new preparers joining your team.

• Covers personal information, tax credentials (PTIN/EFIN), availability, and compliance acknowledgments.

• Helps you stay organized while setting clear expectations and accountability for new team members.

📋 Client Intake Form

• A professional, ready-to-use template to gather your client’s personal info, income details, deductions, dependents, and compliance documentation.

• Ensures you meet IRS due diligence standards while keeping all tax return information in one organized place.

• Builds client trust by showing professionalism and thoroughness during the intake process.

🎯 Why This Bundle?

• Saves you hours of setup time with forms already structured for both preparers and clients.

• Keeps your business compliant with IRS rules and industry best practices.

• Provides a professional, branded experience for your office.

• Perfect for both new offices starting up and established tax firms looking to streamline.

✨ Bonus: Both forms are fully editable so you can customize them to fit your office’s branding and unique workflow.

👉 With this Preparer Onboarding + Client Intake Form Bundle, you’ll have the tools to keep your team organized and your clients onboarded the right way from the very first interaction!