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Templates, Reimagined

Templates are how you collect everything from a client — and they've just had their biggest overhaul yet. You can now start from a ready-made catalog instead of a blank page, collect through whichever channel suits each client, ask for named documents as a tidy checklist, and dress your forms in your own brand. Here's everything that changed.

What's New

A ready-made template catalog

You no longer have to build every template from scratch. There's now a catalog of ready-made templates — Individual Tax Organizer, Document Collection, Monthly Bookkeeping, Client Onboarding, and more — that you can browse and import into your account in one click, then adjust to fit how you work. The same catalog is published as a public gallery, so prospective clients can see the kinds of intake you run before they ever sign up.

One template, three ways to collect

Templates used to be locked to a single purpose when you created them. Now every template works three ways, and you choose per client:

  • Portal form — send the client a link and they fill it in online.
  • Send a request — push a request out to the client to complete.
  • Email it in — the client (or you) forwards documents to the template's own email address, and AI reads and files them automatically.

There's nothing to decide up front and no duplicate templates to maintain — one template covers all three. Reminders and expiry now follow whether you're still waiting on the client, so chasing happens automatically no matter how the client is sending things in.

Document checklists

Instead of a single "upload your documents here" box, you can now spell out exactly which documents you need as a named checklist — W-2, bank statement, photo ID — each its own labelled slot with an optional hint and a required-or-optional marker. Clients work down the list and can't submit with a required document missing, and you can see at a glance what's still outstanding. Several catalog templates ship with checklists ready to go, led by the Individual Tax Organizer. The full story — including AI that sorts loose and emailed files into the right slot — is on the Document Checklists feature page.

Forms that look like your firm

Templates can now carry images and background styling — add a logo or illustration to a form, set a section background, and pull from a built-in image library or upload your own. Your client-facing forms look like a polished extension of your brand instead of a generic web form.

What's Also Improved

  • Client emails come from you, not us. Emails sent to clients are de-branded — they read as coming from your firm, building trust at the moment a client is deciding whether to act.
  • Ask for changes without starting over. When a submission needs a tweak, you can send it back to the client to revise rather than re-issuing the whole request.
  • Sensitive information stays protected. Once a folio is complete, its sensitive details are masked in the interface, so client data isn't left sitting in the open.

How to Use It

  1. Open Templates and browse the catalog — import a ready-made template, or start your own.
  2. In the builder, add the fields you need, including Document slots for named documents and images to brand the form.
  3. Choose how to collect from each client: share the portal link, send a request, or hand out the template's email-in address.
  4. As documents arrive — typed in, uploaded, or emailed — watch the checklist fill in, and review everything from the folio.
💡 Your existing templates still work

Templates you already built keep working exactly as before — they simply gain the new collection options automatically. Nothing to migrate.

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