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A Ready-Made Template for Almost Any Intake

The fastest way to start collecting from a client is to not start from scratch. The template catalog used to hold a handful of ready-made forms; it now holds 86 — covering tax, legal intake, real estate, healthcare, HR, lending, identity and business verification, due diligence, professional services, and more. Browse the gallery, import the one that fits in a click, and adjust it to how you work.

The public template gallery — browse ready-made templates by category and industry, then import the one that fits.

What's New

A template for the work you actually do

Whatever you collect from clients, there's now a starting point for it. The catalog spans the everyday intakes across professional practices:

  • Tax & accounting — Individual and Business Tax Organizers, Monthly Bookkeeping, 1099 collection, expense and reimbursement.
  • Legal — client intake for family, estate, immigration, personal-injury and criminal-defense practices, plus engagement letters and records-release requests.
  • Real estate & property — listing intake, buyer questionnaires, lease and rental agreements, move-in/out inspections, closing checklists.
  • Healthcare — patient intake, medical history, HIPAA consent, insurance verification.
  • HR & onboarding — employee and contractor onboarding, background-check authorization, ACH/direct-deposit, time-off requests.
  • Lending & finance — credit and loan applications, equipment finance, business formation.
  • Verification & diligence — identity (KYC) and business (KYB) verification, financial, commercial, tax and vendor due diligence.
  • Insurance, education, and professional services — claim and quote intake, certificates of insurance, admissions and scholarship applications, proposals, statements of work, and retainers.

Each one is a real, ready-to-use form — not a blank canvas — so you can be collecting within minutes of finding it.

Built the way that works

Every template in the catalog follows the same proven shape: a clean client-details block up top, the fields specific to that scenario, and — where it makes sense — a named document checklist so clients know exactly which files to send (W-2, photo ID, bank statement). Agreements and consent forms end with a sign-and-submit signature. It's the same structure across the catalog, so anything you import feels familiar and behaves predictably.

Browse before you sign up

The whole catalog is published as a public gallery, so prospective clients — and prospective customers — can see the kinds of intake you run before they ever create an account. More templates on show means more of your work is discoverable.

How to Use It

  1. Open Templates and browse the catalog — filter by category to find the intake you need.
  2. Import the template in one click; it lands in your account ready to edit.
  3. Adjust the fields, document slots, and wording to fit your practice.
  4. Collect however suits each client — share the portal link, send a request, or hand out the template's email-in address.
💡 A starting point, not a straitjacket

Every imported template is fully yours to edit — add or remove fields, rename document slots, change the wording. Start from the closest match and shape it to how you work.

What's Improved

  • One catalog, three ways to collect. Every catalog template works as a portal form, a sent request, or an email-in address — you pick per client, with nothing to decide up front.
  • Your existing templates are untouched. Anything you've already built keeps working exactly as before; the catalog simply gives you more ready-made starting points alongside it.

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