Dear Fellow Tax Pro,

I am happy to share with you the exact same Client Information Sheet that I use in my own tax business. I have attempted to make our Client Information Sheet as professional and thorough as possible, while at the same time, streamlined and easy to read and understand.

Our clients fill out the information sheet prior to tax preparation. We then go through and verify all information with our clients during the tax preparation process and make additional notes as needed.

Links to download the Client Information Sheet are above. Check it out! Feel free to use it in your own tax business!

Sincerely,

John Thornton

SECURE FILE SHARING WITH TAX CLIENTS

P.S. If you would like a simple and secure upload portal (like mine) that your tax clients can use to send you a completed Client Information Sheet, along with copies of their tax documents, check out Encyro.

You can check out my custom upload portal with Encyro here: encyro.com/tax.

Encyro also offers secure email, e-signatures, and invoicing for tax professionals at a very reasonable price. I’ve been using them for years!