Boilerplate is a versatile, cloud-based document management software, designed to ease collecting files and documents from tax clients.
We offer a suite of user-friendly tools that can significantly reduce your tax office’s manual paperwork.
Fill and sign documents online, from desktop or mobile
Make it easy to request, track and remind clients what they need to provide
Encryption in transit and at rest, secure hosting on AWS, multi-factor authentication, firewalls and more.
It saves me from having 30 different formats to go through such as Google drives, Dropbox adobe and worrying about password protected files. It is also nice to have one place to go to to see all documents versus the person that will send me 14 emails with a single attachment, all of which have the same subject “my 2021 tax return”
- George, CPA, Philadelphia
Set up your engagement letter once in Boilerplate, then fill-in-the-blanks and send for client electronic signatures in seconds. Track responses and send reminders through our system, with the click of a button
With a few clicks, you can build a dynamic task list for your clients.
Your inbox isn’t a CRM - stop using it like one. Track submission status, credentials, and more with ease.
Have you sent the same request hundreds of times? Securely collect files from a link in your email signature, website, or card.
Our software automatically adds your client name, the date, and the title of the document to the file name - this keeps your files organized and easy to find.
If your client is missing a document, they can flag it with a comment, for your review - while still submitting the others.