Client Intake & Document Collection
Tax organizers, document requests, and intake forms — with secure uploads and client management.
Essential Forms for Accounting Firms
New Client Intake
Gather business structure, fiscal year, and service needs upfront.
Tax Organizer
Annual questionnaires to collect income, deductions, and changes.
Document Request
Request specific documents with checklists and secure upload.
Engagement Letter
Digital engagement letters with signature capture.
Quote Request
Collect business details for accurate service quotes.
Referral Form
Accept referrals with contact info and service needs.
Features for Accounting Practices
Secure File Uploads
Accept tax documents, financials, and sensitive files securely.
Multi-Step Forms
Break tax organizers into sections. Easier for clients to complete.
Signature Capture
Digital signatures for engagement letters and authorizations.
Client CRM
All clients organized in SkunkCRM. Track from lead to long-term client.
Email Reminders
Automated follow-ups for document requests and deadlines.
No Monthly Fees
One-time purchase. No per-client costs.
Streamline Your Practice
Less time chasing documents, more time on client work.