An online tax client intake form is an application form for individuals to give their personal information to tax advisors in order to prepare their personal income tax return. A personal tax client intake form is used by tax accountants to generate information about clients to speed up the review process. It is used in tax preparation offices. By using an online tax client intake form, you can collect clients’ personal information online, making the process easier for you and your clients. Just fill out this online tax client intake form to get started.
With an online tax client intake form, you can have your clients provide the information you need in seconds. Now you can collect all the details you need in one place, without having to set up an appointment just to get the information. Online tax client intake forms are secure, so your clients’ sensitive data is safe. Plus with Jotform, you can make your form your own with our easy-to-use Form Builder. Add your logo, change the background image, or add more blank fields to make your form fit seamlessly with your brand.