AI · MOBILE-FIRST · HIPAA-AWARE
A tax prep intake form gathers the client's filing status, dependents, income sources, and deduction documentation a preparer needs to scope and price an engagement. Formfy drafts the intake with AI, sends a mobile signing link, and stores the signed engagement acknowledgment with a full audit trail for preparers and CPAs.
Built for service businesses that need signed forms before the appointment, activity, treatment, rental, event, or job.
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Tax prep intake form: a structured questionnaire and engagement acknowledgment a client completes before the preparer begins return prep, covering filing status, dependents, income sources, deduction documentation, and signature for the engagement letter.
Legal name, SSN or ITIN (masked at intake), date of birth, mailing address, and contact information.
Filing status selection and dependent details — name, relationship, date of birth, SSN, and residency.
Spouse legal name, SSN, date of birth, and authorization to discuss the joint return.
Employer W-2s, self-employment 1099s, K-1s, brokerage 1099-Bs, retirement distributions, Social Security, and rental income.
Itemized deduction categories — mortgage interest, state and local taxes, charitable contributions, medical, and other — with document upload list.
Education credits, childcare, EV credit, healthcare, and life events — marriage, divorce, new child, home purchase.
Business name, EIN, accounting method, gross receipts, expenses, and home-office details where applicable.
Prior preparer, prior return upload, capital loss carryovers, and depreciation schedules.
Client confirms they have reviewed the engagement letter and accept the scope, fee, and confidentiality terms.
Electronic signature with timestamp captured before prep begins.
Tell Formfy your practice — individual, small-business, or specialty — and the AI drafts the matching intake.
Filing status, dependents, income sources, deduction docs, and engagement acknowledgment populate automatically.
Deliver the intake link the moment the client books; clients complete it on their phone.
IP, timestamp, and signature geometry stored on the signed intake PDF.
Build the intake once; every new client receives a fresh prefilled link with prior-year carryovers.
Trigger the intake from your CRM, your website, or a QR code in the office.
Each example below generates a starting-point form you can review, customize, and send for signature.
Describe the activity and we'll draft a complete, signature-ready waiver.
Send the intake the moment the client books so the prep meeting opens on tax work, not data entry.
Clients complete and sign on a phone — no print-sign-scan, no office wait.
Clients upload W-2s, 1099s, and supporting docs directly inside the intake.
Engagement letter acknowledgment rides on the same form — no separate envelope.
Every signed intake lives in your dashboard with IP, timestamp, and signature geometry.
Build the intake once; send it to every new and returning client.
From blank page to signed form in four steps.
Tell Formfy your practice and the return types you handle.
AI drafts the intake with filing status, dependents, income sources, deductions, and engagement acknowledgment.
Deliver the intake link the moment the client books.
Signed intake lands in your dashboard with full audit trail.
| Feature | Paper | Generic PDF | Formfy AI |
|---|---|---|---|
| Time to first completed intake | 45-60 minutes at the prep meeting | 20-30 minutes typing and emailing | Completed before the prep meeting |
| Mobile-friendly | No | Awkward pinch-zoom PDF viewer | Native mobile form and signing |
| Audit trail | None | Date only | IP, timestamp, signature geometry |
| Document upload | Mail or drop-off | Email attachments | Built into the intake |
| Engagement letter | Separate paper page | Separate envelope | Built into the same intake |
| Storage and retrieval | Filing cabinet | Email or Drive folder | Searchable dashboard with audit log |
| Cost per signed intake | Paper, printing, filing time | Free PDF + manual chase | Included from $19/month |
Electronic signatures on tax prep engagement letters are legally enforceable under the U.S. ESIGN Act of 2000 and UETA in 49 states.
IRS Circular 230 governs preparer conduct, including engagement scope and competency — the engagement letter documents both.
Mobile-first signing eliminates the office-walk-in barrier for new and returning tax clients.
Reusable intake templates remove repeat data entry for every new tax engagement.
Tell Formfy your practice and the return types you handle.
AI drafts the intake with filing status, dependents, income sources, deductions, and engagement letter.
Deliver by SMS or email; client signs on a phone.
Signed intake lands in your dashboard with full audit trail.
Mirror signed intake summaries into your prep software.
Trigger the intake send on new client engagement in your tax software.
Collect the signed engagement letter and the deposit in the same flow.
Mirror signed intake summaries into a shared client roster.
Route signed intakes to any tool in your stack via webhook.
Notify the lead preparer the moment a new intake is signed.
Example workflow
A CPA firm books a new tax client, the booking email includes the intake link, the client completes filing status, dependents, income source list, and the engagement letter acknowledgment on a phone the same week, and the preparer opens the prep meeting on tax work instead of data entry.
A tax prep intake form is a structured questionnaire and engagement acknowledgment a client completes before the preparer begins return prep, covering filing status, dependents, income sources, deduction documentation, and signature for the engagement letter.
A tax prep intake is not federally mandated, but IRS Circular 230 and state preparer rules require documented engagement scope and due diligence. Many states recognize electronic signatures on engagement letters under the ESIGN Act and UETA.
Describe your practice and the return types you handle to Formfy. The AI drafts a tax prep intake with filing status, dependents, income sources, deduction documentation, and an engagement letter acknowledgment, and you customize the fields before sending.
You do not need a lawyer to build a tax prep intake, but the engagement letter pulls in scope, fee, confidentiality, and indemnification language — those clauses benefit from attorney review for the state in which you practice.
Electronic signatures on tax prep engagement letters can be legally enforceable under the ESIGN Act and UETA when intent, consent, identity, and records are properly captured. Many states recognize this for engagement letters.
Client identification, filing status and dependents, spouse information when applicable, income sources, deduction documentation, credits and life events, self-employment and business details, prior year return and carryovers, engagement letter acknowledgment, and signature with date.
Formfy starts at $19/month for the Basic plan with 100 submissions/month and includes a 15-day free trial. Higher tiers scale up to 2,500 submissions per month — appropriate for seasonal CPA firms and high-volume preparers.
Yes. Build separate intakes for 1040, Schedule C, S-corp, rental, and expat returns and reuse each with one click. Every section, question, and acknowledgment block is editable.
Yes. Formfy supports file upload fields inside the intake so clients can attach W-2s, 1099s, K-1s, and supporting deduction documentation directly, with all uploads stored on the signed intake record.
Yes. Formfy supports multi-signer intakes so each spouse signs the same document with separate signature fields, IPs, and timestamps captured on the audit trail for a joint return.
Formfy helps generate structured waiver, release, consent, and intake forms, but it does not provide legal advice. Waiver enforceability can depend on your state, country, industry, wording, signer age, activity risk, and how the form is presented. Review important waivers with a qualified attorney before use.
Start a free trial and generate, send, and store your first signed form today.
