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Secure Forms

Tax Preparation Engagement Letter

Engagement Letter Link Generator

Generate a secure, personalized link for clients to review and electronically sign the tax preparation engagement letter, authorizing services and outlining responsibilities before work begins.​

Form 8879
IRS e-file Signature Authorization

Form 8879 Link Generator

Generate a secure, personalized link for clients to electronically authorize the IRS e-file submission of their tax return using Form 8879.​

Form W-9
Request for Taxpayer Identification Number and Certification

Form W-9 Link Generator

Generate a secure link for clients to complete Form W-9 online, providing required taxpayer identification and certification information for IRS reporting purposes.

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