Virtual Tax Filing has become the thing of the present and future. How convenient would it be for you to embed a button on your website, or your linktree, post on social media or however else you chose to market your services and simply have your tax clients fill out this Cognito Form and submit all of their tax documents and personal information, and all you're left to do is use that information to prepare their return without all of the back and forth and the losing of documents.


Running a business is all about being efficient, making things convenient for both you, your business and your clients, taking back control of your time and having systems in place. 


Make the purchase, go through the document and change the business information, publish and you have now automated your intake process for your tax clients. 



  • Engagement Letter
  • Consent to Use of Tax Return Information


It's that simple!

Tax Client Intake Form

Excluding Sales Tax