Tax & accounting firms

From intake to planning memo, without the busywork.

Organizers, document requests and planning questionnaires that turn into reviewed, client-ready reports.

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Reports that sell the next step

Every prospect gets a personal tax-savings report, checked by you.

Reminders when a report hasn't been opened, and a digest of drafts waiting.

Nothing reaches a client until someone approves it.

Templates

A short quiz for business owners that becomes a personalized report of tax-saving opportunities.

Clients walk through their year — income, life events, deductions — and get a personalized list of documents to send.

Business clients answer a few questions and receive a dated list of exactly which documents to upload.

Before December, clients share how the year went and what's coming. They get a planning memo with strategies and deadlines.

Staff fill in the client, scope and fees. OneFormAI drafts a complete engagement letter for review and signature.

Prospects with messy books describe the situation; a score estimates cleanup hours and they receive a scope of work.

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