{"product_id":"client-intake-form","title":"Client Intake Form","description":"\u003ch3 data-start=\"299\" data-end=\"362\"\u003eClient Intake Form Template for Tax Professionals (Jotform)\u003c\/h3\u003e\n\u003cp data-start=\"364\" data-end=\"594\"\u003eSimplify your tax season and elevate your client experience with this \u003cstrong data-start=\"434\" data-end=\"489\"\u003eprofessionally designed Client Intake Form Template\u003c\/strong\u003e, built specifically for \u003cstrong data-start=\"514\" data-end=\"579\"\u003etax preparers, tax offices, and independent tax professionals\u003c\/strong\u003e using Jotform.\u003c\/p\u003e\n\u003cp data-start=\"596\" data-end=\"792\"\u003eThis template is designed to help you \u003cstrong data-start=\"634\" data-end=\"702\"\u003ecollect accurate, complete, and IRS-relevant information upfront\u003c\/strong\u003e, reducing back-and-forth, minimizing errors, and streamlining your workflow from day one.\u003c\/p\u003e\n\u003ch4 data-start=\"794\" data-end=\"834\"\u003eWhat This Intake Form Does for You:\u003c\/h4\u003e\n\u003cul data-start=\"835\" data-end=\"1246\"\u003e\n\u003cli data-start=\"835\" data-end=\"916\"\u003e\n\u003cp data-start=\"837\" data-end=\"916\"\u003eCollects \u003cstrong data-start=\"846\" data-end=\"884\"\u003eall essential taxpayer information\u003c\/strong\u003e in one secure, organized form\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"917\" data-end=\"1002\"\u003e\n\u003cp data-start=\"919\" data-end=\"1002\"\u003eHelps you \u003cstrong data-start=\"929\" data-end=\"955\"\u003eprepare returns faster\u003c\/strong\u003e by eliminating missing or incomplete details\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1003\" data-end=\"1067\"\u003e\n\u003cp data-start=\"1005\" data-end=\"1067\"\u003eImproves \u003cstrong data-start=\"1014\" data-end=\"1045\"\u003edue diligence documentation\u003c\/strong\u003e and audit readiness\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1068\" data-end=\"1160\"\u003e\n\u003cp data-start=\"1070\" data-end=\"1160\"\u003eCreates a \u003cstrong data-start=\"1080\" data-end=\"1128\"\u003eprofessional, seamless onboarding experience\u003c\/strong\u003e for new and returning clients\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1161\" data-end=\"1246\"\u003e\n\u003cp data-start=\"1163\" data-end=\"1246\"\u003eWorks perfectly for \u003cstrong data-start=\"1183\" data-end=\"1246\"\u003eself-employed filers, W-2 clients, families, and dependents\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4 data-start=\"1248\" data-end=\"1266\"\u003eKey Features:\u003c\/h4\u003e\n\u003cul data-start=\"1267\" data-end=\"1711\"\u003e\n\u003cli data-start=\"1267\" data-end=\"1347\"\u003e\n\u003cp data-start=\"1269\" data-end=\"1347\"\u003eFully editable \u003cstrong data-start=\"1284\" data-end=\"1304\"\u003eJotform template\u003c\/strong\u003e (customize branding, questions, and logic)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1348\" data-end=\"1594\"\u003e\n\u003cp data-start=\"1350\" data-end=\"1363\"\u003eSections for:\u003c\/p\u003e\n\u003cul data-start=\"1366\" data-end=\"1594\"\u003e\n\u003cli data-start=\"1366\" data-end=\"1400\"\u003e\n\u003cp data-start=\"1368\" data-end=\"1400\"\u003ePersonal \u0026amp; contact information\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1403\" data-end=\"1433\"\u003e\n\u003cp data-start=\"1405\" data-end=\"1433\"\u003eFiling status \u0026amp; dependents\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1436\" data-end=\"1487\"\u003e\n\u003cp data-start=\"1438\" data-end=\"1487\"\u003eIncome sources (W-2, 1099, self-employed, etc.)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1490\" data-end=\"1514\"\u003e\n\u003cp data-start=\"1492\" data-end=\"1514\"\u003eDeductions \u0026amp; credits\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1517\" data-end=\"1549\"\u003e\n\u003cp data-start=\"1519\" data-end=\"1549\"\u003eBanking \u0026amp; refund preferences\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1552\" data-end=\"1594\"\u003e\n\u003cp data-start=\"1554\" data-end=\"1594\"\u003eRequired disclosures \u0026amp; acknowledgments\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1595\" data-end=\"1647\"\u003e\n\u003cp data-start=\"1597\" data-end=\"1647\"\u003eMobile-friendly and easy for clients to complete\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1648\" data-end=\"1711\"\u003e\n\u003cp data-start=\"1650\" data-end=\"1711\"\u003eDesigned with \u003cstrong data-start=\"1664\" data-end=\"1711\"\u003eIRS compliance and tax-pro workflow in mind\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4 data-start=\"1713\" data-end=\"1730\"\u003ePerfect For:\u003c\/h4\u003e\n\u003cul data-start=\"1731\" data-end=\"1923\"\u003e\n\u003cli data-start=\"1731\" data-end=\"1760\"\u003e\n\u003cp data-start=\"1733\" data-end=\"1760\"\u003eIndependent tax preparers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1761\" data-end=\"1784\"\u003e\n\u003cp data-start=\"1763\" data-end=\"1784\"\u003eTax offices \u0026amp; 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