Learn about typical client refund delays, acceptable documentation needed, quality review processes, and the protocol for unfunded returns. You will gain access to the fill in the blank WISP structure to implement as well.

Review over 75 questions you can ask your client to better understand their requirements and desires for their Income Tax Preparation. You will also get a list of Due Diligence questions to make sure you're in compliance with the IRS.

Forms to include Payment/ACH Authorization, Release of Tax, Disclosures, Power of Attorney, IRS forms with hyperlinks, etc.

Make use of the easy to use and update Privacy policy, Summary of Liability, Summary Report, etc. 

When you need to send an Engagement, Disengagement, Payment Demand , or Comfort letters for your financial or bookkeeping  business, you'll find exactly what you need when you need it.