Boilerplate Document Intakes and Signatures with Tax And Accounting Document Management Software

Boilerplate is a cloud-based document management system and e-signature tool that empowers CPAs and tax preparers to streamline collecting client tax documents.

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tax document management software

Request and collect tax documents from clients in a secure, organized portal with real-time tracking

As a tax preparer, you have to handle an overwhelming amount of documentation from tax clients. From engagement letters, tax forms, and other sensitive documents, the process can be time-consuming and manual.

Save time and money, improve accuracy, and delight customers when collecting documentation from clients:

Engagement Letters
Client intake
Tax Return Support
Previous Returns and Tax History
Account Changes
Shareable Intake Links

Boilerplate is an online document management tool for tax preparers that lets you send a personalized request or link to a standard checklist to collect files from clients. Modernize the whole experience with a create a quick, seamless document intake and e-signature process that boosts efficiency and client satisfaction while preserving security and compliance.

Efficiency + Customer Experience

Boilerplate provides an easy documentation request experience for everyone.

Eliminate the manual paperwork

Document automation and e-signature allow tax preparers to process documentation completely online, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.

Increase customer satisfaction

Online document management ensures tax preparers can process documentation faster, empowering clients to sign papers digitally from anywhere, anytime, and using any device. This accelerates transactions and improves customer experience.

Maintain security and compliance

Maintain electronic audit trails of all your signed contracts and consent forms, and keep your operations secure. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.

Improve operational productivity

With fast processing and no manual document management, your team can concentrate on their main objectives – attracting and serving clients and profitability, while keeping daily operations frictionless.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Optimized Workflow

When documents are managed electronically, it is more agile and efficient to assign each workflow, as employees can easily find the documents and information they want while conforming to working protocols and procedures.

Seamless Integrations

Our APIs make integrations with your existing tools easy, saving you thousands of hours annually. You can also export files for easier collaboration.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform for tax preparation simplifies use-cases across the entire customer lifecycle.

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Engagement Letters

Transform engagement letters and client intakes with automated document intake, workflows, and an easy-to-search centralized repository.

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Current and Previous Tax Returns

Seamlessly request checklists of digital documents to support your organization process.

Client Submissions

Mobile-friendly Boilerplate solutions can slash your documentation intake times to just a few minutes per client request with everyone knowing what’s still missing.

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Our cloud-based, easy-to-deploy document management system is equipped with a real-time visual tracker to ensure transparency that all required documents have been processed and completed.

Transform the way your tax preparation team operates with Boilerplate document intake & e-sign platform.

Free Consultation