Tax Office Client Forms & Agreements Bundle | Editable Tax Office Templates | Canva Editable

TAX OFFICE CLIENT FORMS & AGREEMENTS BUNDLE

Stop creating tax office paperwork from scratch.

This 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.

WHAT'S INCLUDED?

✔ Engagement Letter

✔ Payment Authorization

✔ Due Diligence Acknowledgement

✔ Data Privacy Agreement

✔ Record Retention Policy

✔ Client Responsibility Agreement

✔ Fee Agreement

✔ Refund Offset Agreement

✔ Refund Review & Approval Form

✔ ACH Authorization Agreement

WHO IS THIS FOR?

✔ Tax Preparers

✔ EROs

✔ Tax Office Owners

✔ Virtual Tax Professionals

✔ Growing Tax Teams

FEATURES

✔ Canva Editable

✔ Add Your Branding

✔ Update Office Policies

✔ Professional Templates

✔ Instant Download

IMPORTANT

This version is for personal and business use within your own tax office.

You may customize the templates for your business.

You may not resell, redistribute, share, transfer, or sublicense these templates.

CANVA REQUIRED

A Canva account is required to edit the templates. A free Canva account is sufficient for most edits.

Due to the nature of digital products, all sales are final.

DIGITAL DOWNLOAD ONLY | No physical product will be shipped | Not for resale or redistribution