Bookkeepers send year-end books to the CPA. Clients send their documents and sign the engagement letter. Valuation specialists and lenders get exactly what they need, and the signed work comes back to your file with their bill on the terms you agreed.
Bookkeeper to CPA · 1 minute 4 seconds · narrated · captions available (CC) · fictional firms
The client, the tax year and what you’re sending, filled in once. Your internal notes stay with your firm.
It arrives in their own account, already filled in, with a job number and a due date.
The return status, valuation report or letter lands on your file, signed, as soon as they finish.
Net 30 or whatever you agree, paid by card or cheque, and passed on to your client at cost or with your markup.
Year-end packages, catch-up work and questions on a client file, each firm in its own account.
A checklist, uploads and the engagement letter signed online, with only the last four digits of an SSN or ITIN asked for.
Business valuations, cost segregation, R&D credit studies or forensic accounting, sent out and returned signed.
Income verification and comfort letter requests, with the borrower’s authorization confirmed first.
New-hire and payroll changes handed to the payroll company, with the confirmation back on the client file.
Tax questions for a divorce, a sale or an estate, shared with the law firm that needs them.
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Start free for 14 days, no card needed. Automations come with the Business plan and up. Hand-offs between firms are on the Custom plan; talk to us to set them up.
The firms, people and documents in the videos are fictional, and the letter and engagement wording is an example only. All Purpose Forms is software, not an accounting firm, and doesn’t give tax, legal or financial advice; each firm is responsible for its own professional obligations, including client consent and independence.
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