Stop building every tax office form from scratch.

The Core Tax Prep Form Bundle GHL Snapshot gives tax professionals a ready-built collection of forms designed to support the most common client requests and processes throughout the tax year.

Install the snapshot into your GoHighLevel account, customize the forms for your business, and start building a smoother way to collect client information.

Forms Included

Tax Client Intake – Lite
Tax Client Intake – Full Conditional Logic
Document Upload Form
Back Tax / Late Filing Intake
Business / Corporate Intake Form
Audit Protection Intake
Tax Planning Consultation Request
Referral Submission Form
W-2 Express Filing Form
Return Amendment Request
Additional Tax Prep Forms

Use It To

Collect new client information
Give clients a more detailed conditional intake option
Receive tax documents
Screen business and corporate tax clients
Collect information for late and prior-year returns
Accept amendment requests
Generate referrals
Capture tax planning leads
Streamline specialty service requests

Perfect For

Tax preparers
EROs and tax office owners
New tax businesses
Virtual tax offices
Tax professionals already using GoHighLevel
Offices that want better intake systems without purchasing a full CRM snapshot

Please Note

This is a DIY GoHighLevel snapshot, not a done-for-you setup service. An active GoHighLevel account is required and is not included.

Forms should be reviewed and customized with your business information, policies, disclosures, branding, and processes before use.

This snapshot is licensed for use within the purchaser's business only and may not be shared, copied, resold, or redistributed.

All digital product sales are final and non-refundable.