Templates

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Every template comes with its questions, logic and the report or document it produces. Change anything, or ask OneFormAI to.

Planning

Planning14 questions

Tax Opportunity Report

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

Advisory report (PDF) sent to the prospect after review

Planning8 questions

Year-end tax planning

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

Year-end planning memo

Planning6 questions

Monthly close task list

For your team: pick a client, period and services, and get the month-end close checklist with owners and due dates.

Month-end close checklist

Client intake

Client intake10 questions

Client onboarding packet

New clients tell you about their business and the services they need. They get a welcome packet with a checklist and timeline.

Welcome letter + onboarding checklist + what we need + timeline

Client intake6 questions

Proposal & fee quote

Prospects describe their business; answers add up an estimated monthly fee, and they receive a Good / Better / Best proposal.

Three-tier proposal with an estimated fee

Client intake7 questions

Bookkeeping cleanup estimate

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

Scope of work with estimated hours

Documents

Documents12 questions

Engagement letter

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

Engagement letter ready to sign (internal)

Documents12 questions

Individual tax organizer

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

Organizer summary + personalized missing-documents checklist

Documents8 questions

Business document request

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

Dated document request list

Billing

Billing6 questions

Invoice

Fill in the client and line items; the invoice PDF lays out the items with totals and tax.

Invoice PDF with line items and totals

Billing5 questions

Expense reimbursement

Employees or clients submit expenses with dates and categories; you get a totaled reimbursement request.

Reimbursement request with totals by category

HR

HR10 questions

New-hire checklist

Enter a new hire's details and get an onboarding task list with owners and due dates relative to the start date.

Onboarding task list (I-9, W-4, state new-hire report, payroll…)

HR11 questions

Employee record

A clean HR record for each employee: contact, emergency contact, job and pay details. No SSNs or bank details.

HR record sheet

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