Tools
·
Advisory
Client Agreements (Engagement + §7216)
Engagement letter
§7216 consent
★ PRO
Parties & engagement
Active client
Client / business name
Preparer / firm name
Tax year
Scope of services
Check what this engagement covers — it prints into the scope section of the letter.
Fee description
§7216 consent details
Only needed to USE or DISCLOSE tax return information beyond preparing the return.
Consent type
Use (we use the information ourselves)
Disclosure (we share it with a third party)
Duration
Specific purpose
Recipient (disclosure only)
📦 Print full package
🖋️ Print engagement letter
🖋️ Print §7216 consent
➕ Add to client package
💾 Save to client
Load sample
Get the paperwork right before you bill