{"product_id":"tax-office-client-forms-agreements-bundle-editable-tax-office-templates-canva-editable","title":"Tax Office Client Forms \u0026 Agreements Bundle | Editable Tax Office Templates | Canva Editable","description":"\u003cp\u003eTAX OFFICE CLIENT FORMS \u0026amp; AGREEMENTS BUNDLE\u003c\/p\u003e\n\u003cp\u003eStop creating tax office paperwork from scratch.\u003c\/p\u003e\n\u003cp\u003eThis bundle includes 10 editable forms and agreements designed to help tax preparers, EROs, and tax office owners create a more professional client experience while documenting important policies and acknowledgements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWHAT'S INCLUDED?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✔ Engagement Letter\u003c\/p\u003e\n\u003cp\u003e✔ Payment Authorization\u003c\/p\u003e\n\u003cp\u003e✔ Due Diligence Acknowledgement\u003c\/p\u003e\n\u003cp\u003e✔ Data Privacy Agreement\u003c\/p\u003e\n\u003cp\u003e✔ Record Retention Policy\u003c\/p\u003e\n\u003cp\u003e✔ Client Responsibility Agreement\u003c\/p\u003e\n\u003cp\u003e✔ Fee Agreement\u003c\/p\u003e\n\u003cp\u003e✔ Refund Offset Agreement\u003c\/p\u003e\n\u003cp\u003e✔ Refund Review \u0026amp; Approval Form\u003c\/p\u003e\n\u003cp\u003e✔ ACH Authorization Agreement\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWHO IS THIS FOR?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✔ Tax Preparers\u003c\/p\u003e\n\u003cp\u003e✔ EROs\u003c\/p\u003e\n\u003cp\u003e✔ Tax Office Owners\u003c\/p\u003e\n\u003cp\u003e✔ Virtual Tax Professionals\u003c\/p\u003e\n\u003cp\u003e✔ Growing Tax Teams\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eFEATURES\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✔ Canva Editable\u003c\/p\u003e\n\u003cp\u003e✔ Add Your Branding\u003c\/p\u003e\n\u003cp\u003e✔ Update Office Policies\u003c\/p\u003e\n\u003cp\u003e✔ Professional Templates\u003c\/p\u003e\n\u003cp\u003e✔ Instant Download\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIMPORTANT\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis version is for personal and business use within your own tax office.\u003c\/p\u003e\n\u003cp\u003eYou may customize the templates for your business.\u003c\/p\u003e\n\u003cp\u003eYou \u003cstrong\u003emay not resell\u003c\/strong\u003e, redistribute, share, transfer, or sublicense these templates.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCANVA REQUIRED\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eA Canva account is required to edit the templates. A free Canva account is sufficient for most edits.\u003c\/p\u003e\n\u003cp\u003eDue to the nature of digital products, all sales are final.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDIGITAL DOWNLOAD ONLY | No physical product will be shipped | Not for resale or redistribution\u003c\/strong\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"D'Andra's Digital Classroom","offers":[{"title":"Default Title","offer_id":57711752216736,"sku":null,"price":42.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/3977\/7440\/files\/Tax_Office_Forms_Agreements_bundle_4_9a9748d3-8e99-48c4-920d-b3497e67da96.png?v=1780552830","url":"https:\/\/dnlsdigitalclassroom.com\/products\/tax-office-client-forms-agreements-bundle-editable-tax-office-templates-canva-editable","provider":"D'Andra's Digital Classroom","version":"1.0","type":"link"}