Compliance Starter Kit™

Client Onboarding & Documentation Essentials for Tax Professionals

Overview

The Compliance Starter Kit™ is a white-label documentation system designed to help tax professionals operate with structure, clarity, and professionalism from day one.

This kit provides the core client-facing forms every tax business needs to properly onboard clients, define engagement terms, and document fee authorization; all in one streamlined bundle.

Whether you’re a solo preparer or growing a firm, this kit helps you reduce risk, set expectations, and maintain consistent documentation across your practice.

What’s Included

✔ Client Intake Form Template
Collect essential client information and supporting documents in a structured, professional format.

✔ Client Engagement Form Template
Formally establish the professional relationship, scope of services, and client acknowledgments.

✔ Fee Agreement & Authorization Form Template
Document fees, payment expectations, and client authorization before work begins.

Each form is delivered as a white-label template that you duplicate and customize for your own business.

Who This Kit Is For

• Tax preparers
• Tax firm owners
• Independent EROs
• Service bureaus
• Accounting and advisory professionals

This kit is ideal for professionals who want to operate with clear documentation, consistent processes, and reduced exposure to misunderstandings or disputes.

How This Kit Helps Your Business

• Creates a standardized onboarding process
• Establishes professional boundaries and expectations
• Supports due diligence and recordkeeping practices
• Reduces confusion around scope of services and fees
• Enhances your firm’s credibility and professionalism

This is infrastructure, not just paperwork.

How Delivery Works

After purchase, you will receive instant digital delivery of a downloadable PDF that includes:

• Step-by-step usage instructions
• Access links to all three form templates
• License and usage terms

You will duplicate each template into your own account and deploy them within your business.

License & Usage Terms

This product includes a limited, single-business license.

You may:
✔ Customize and use the templates within your business
✔ Modify wording, fields, and structure

You may not:
✖ Resell or redistribute the templates
✖ Share access links publicly
✖ Offer the forms as part of another product or service

This license is non-transferable.

No Refund Policy

Due to the digital nature of this product and immediate access upon delivery, all sales are final.
No refunds, exchanges, or chargebacks will be accepted.

Professional Disclaimer

The Compliance Starter Kit™ is provided as a business documentation tool only.
It does not constitute tax, legal, or regulatory advice.

Purchasers are responsible for ensuring compliance with all applicable laws, IRS regulations, and professional standards.

Why the Compliance Starter Kit™

Most tax professionals don’t need more software, they need better structure.

The Compliance Starter Kit™ gives you a professional foundation you can build on, customize, and scale as your business grows.

💼 HER Tax Industry Growth Academy™
Tools built for professionals who value structure, clarity, and compliance.