Free Tax Client Organizer & Document Checklist
Collect the client information and tax documents you need before the appointment. These two fillable PDFs give tax preparers a simple client organizer and document checklist they can email, print, or use at check-in.
Get the Free Tax Client Organizer
What Happens Next?
- You'll instantly receive the organizer by email
- You can start using it with clients immediately
- No software required
- No credit card
What’s Included in the Tax Client Organizer
- 2 Fillable PDFs
- Client Intake Organizer
- Tax Document Checklist
- Designed specifically for tax offices
- Get all the info you need without asking
- Use it at check in, before appointments or put it on your website
Why This Works?
Most "systems" fail because they ask you to change how you work... This Doesn't.
- Clients already understand forms
- You already use PDFs
- No software to learn
- No portals to explain
- Just send and wait
What Is a Tax Client Organizer?
A tax client organizer is a form tax professionals use to collect client information before preparing a return. It helps gather contact details, filing information, and the documents a client needs to provide before or during an appointment.
When to Send a Client Organizer
- Before a tax appointment
- When onboarding a new client
- When requesting missing documents
- Before tax season starts
- When a returning client needs to update their information
Why Tax Preparers Use Client Organizers
A consistent organizer helps reduce back-and-forth, gives clients a clear checklist, and helps the office identify missing information earlier in the process.
Need a full client portal instead of PDFs? See Conecta’s client portal.
Is this the first year you'll finally do something different, or are you
happy with how your business is going?
Tax season will be over before you know it.
Don't say later you wish you had done something different.