Accounting Pro Toolkit
A complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperNew Client Intake & Scope of Service
Welcome. Please complete this intake so we can confirm the services you need, request the right documents, and prepare an engagement letter. No tax advice is provided and no client relationship is formed until we deliver, and you sign, an engagement letter.
Section 1 — Taxpayer Identity
I am filing as:
Individual / Household (Form 1040)
Sole Proprietor / Single-Member LLC (Schedule C)
Partnership / Multi-Member LLC (Form 1065)
S-Corporation (Form 1120-S)
C-Corporation (Form 1120)
Estate or Trust (Form 1041)
Non-profit / Exempt Organization (Form 990)
Full legal name (individual or entity):
Spouse full legal name (if MFJ):
Taxpayer ID — SSN / ITIN (last 4 only):
Spouse SSN / ITIN (last 4 only):
Entity EIN (if applicable):
Date of birth / entity formation date:
State of residence / state of formation:
Mailing address:
Primary phone:
Email address (for e-signature and secure portal):
Section 2 — Filing Status & Dependents
Filing status for this tax year:
Single
Married filing jointly (MFJ)
Married filing separately (MFS)
Head of household (HoH)
Qualifying surviving spouse
Number of dependents to claim this year:
For each dependent, list name, relationship, DOB, SSN/ITIN, and months lived with you:
Section 3 — Services Requested
Tick every service you want us to perform:
Federal individual income tax return (1040)
State income tax return(s) — list states below
Business return (1065 / 1120 / 1120-S)
Bookkeeping / monthly close
Payroll setup and/or quarterly filings (941, state UI)
Sales & use tax filings
Quarterly estimated tax calculation (Form 1040-ES)
Extension filing (Form 4868 / 7004)
IRS / state notice response or audit representation
Tax planning / projections
Other states for which you need returns:
Section 4 — Prior Preparer & Return History
Who prepared your last tax return?
Prior-year adjusted gross income (AGI):
Last year filed:
Do you have any open IRS or state notices, balances due, or active audits?
Yes — please describe below
No
Section 5 — Acknowledgments
I understand submitting this intake does not create a client relationship until an engagement letter is signed.
I confirm the information provided is true and complete to the best of my knowledge.
I consent to electronic communication and use of a secure portal for document exchange.
Templates in this pack
The Accounting Pro Toolkit pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
New Client Intake & Scope of Service
Welcome. Please complete this intake so we can confirm the services you need, request the right documents, and prepare an engagement…
Annual Tax Organizer — Individual (Form 1040)
Please complete each section so we can prepare an accurate return. Enter totals if you have them; otherwise upload supporting documents in…
Document Request & Upload Checklist
Please upload every document that applies. If an item does not apply to you, leave the upload slot empty and tick "Not applicable". We…
Engagement Letter & E-File Authorization
This letter confirms the terms under which our firm will prepare your tax return. Please read each section carefully, complete the client…
Year-End Return Review & Client Signoff
Your return is ready for review. Please go through each section, confirm the figures match your records, sign the e-file authorization, and…
Annual Accounting Services Agreement
This agreement sets out the terms under which the accounting firm ("Firm") will provide ongoing accounting and tax services to the client…
Bookkeeping & Internal Controls Self-Assessment
This assessment helps us understand how your books and financial processes work today, so we can prioritize what to fix first and tailor…
Frequently asked questions
- What's included in the Accounting Pro Toolkit templates?
- The Accounting Pro Toolkit pack contains 7 templates: New Client Intake & Scope of Service, Annual Tax Organizer — Individual (Form 1040), Document Request & Upload Checklist, Engagement Letter & E-File Authorization, Year-End Return Review & Client Signoff, Annual Accounting Services Agreement, Bookkeeping & Internal Controls Self-Assessment. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Accounting Pro Toolkit templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.