Title: Posts tagged firm operations | OneForm

> OneForm blog posts about firm operations.

Source: https://oneform.si/blog/tag/firm%20operations/

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Blog

# #firm operations

1. [Blog](https://oneform.si/blog/)
2. #firm operations

[![Tax planning questionnaire: a OneForm Tax Opportunity Report report card on the OneForm gradient](https://app.oneform.si/media/bd0aa9c8-3255-47c2-8c4e-58f97b68b5f9)Tax planning12 min readTax Planning Questionnaire: 60+ Questions to Ask Clients by Life AreaA tax planning questionnaire asks clients what changed and what they plan, by life area, with screening questions first so only real opportunities get detailed follow-ups.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/tax-planning-questionnaire/)[![AI in tax practice: §7216 and IRS rules: a OneForm AI use checklist report card on the OneForm gradient](https://app.oneform.si/media/9f92d9f2-1066-489b-8c42-e9e04d731772)Firm operations12 min readAI in Tax Practice: Section 7216, Circular 230 and Safe UseTax firms can use AI if they control client data under §7216, review every draft as Circular 230 requires and vet AI vendors in their FTC Safeguards Rule security plan.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/ai-in-tax-practice-section-7216/)[![Client intake form for accounting firms: a OneForm New client intake report card on the OneForm gradient](https://app.oneform.si/media/68fa3d37-b5f1-483b-aa7a-c745983aced6)Firm operations12 min readClient Intake Form for Accounting Firms: What to Ask and SkipAsk only what you need to qualify, scope and price the engagement, in seven sections, and keep SSNs, bank details and ID copies out of the web form.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/accounting-firm-client-intake-form/)[![Client onboarding for accounting firms: a OneForm Onboarding workflow report card on the OneForm gradient](https://app.oneform.si/media/0f1f22f9-cf46-45c5-8bab-4a6f579a014a)Firm operations11 min readAccounting Firm Client Onboarding Process: 8 Steps With OwnersRun onboarding as eight owned, timed steps: respond, qualify, intake, engagement letter, identity and secure access, documents, kickoff and a first deliverable.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/accounting-firm-client-onboarding/)