Every client’s forms, every season.
W-9s, 8879s, 2848s, SS-4s and ATO forms ready to fill from each client’s record. Engagement letters bulk sent at the start of the season. Every signed copy sealed.
- US and Australian tax forms ready
- Bulk send on Starter and Business
- Official forms never use AI pages
Every client needs a W-9 and a signed engagement letter.
Official forms ready to fill. Letters bulk sent for signing.
Accounting & tax
Tax forms and engagement letters for every client, each season.
See how it works
W-9IRS · 6p
NAT 3093ATO · 7p
NAT 13080ATO · 5p
The same client, every form.
A business client brings an EIN application, an S corporation election, payroll forms and authorizations, each with the same name, address and tax details.
Form after form
SS-4, 2553, 941, 1099s: the same entity details every time.
Onboarding takes hours
Letters, authorizations and documents before the real work can start.
Signatures in a pile
Clients sign in their own time; you track who is outstanding.
A new business client, set up
From the client’s record to signed forms and a signed letter.
GlobalyOSRead and write
HubSpotRead-only- CSV & ExcelUpload
- Owner
- Rosa Delgado
- Address
- 210 Pine St, Madison WI
- Formed
- 01/09/2026
- Employees
- 4
SS-4 ready to sign
- LBLakeside Bakery LLC$1,200Signed
- NDNg Dental$1,850Sent
- OPOrtiz Plumbing$950Sent
- BPBright Path Tutoring$780Signed
- K&Kemp & Sons$1,400Sent
- LSLumen Studio$1,100Sent
+ 80 more envelopes · reminders go out to anyone who hasn’t signed
SEALEDcert. attached
Example data. Every person here is made up.
The forms this work runs on
14 official forms from the library, 3 agreement templates to start from, and the online forms AppliFlo for Chrome fills.
Official forms · ready to fill, no AI pages
IRS and ATO forms an accounting practice files most. AppliFlo doesn’t prepare or file returns.
Agreement templates · starting points, check the wording
Online forms · filled in Chrome, submitted by you
- Business registration portals
- Payroll and employer portals
All four products, one account
PDF & Word formsSS-4, 2553, 941, 1099s and ATO forms from the library.Explore
DocsEngagement letters with fixed firm details and AI-drafted clauses.Explore
SignBulk send engagement letters; authorizations signed in order.Explore- AppliFlo for ChromeRegistration and employer portals filled from the client’s record.Explore
Bring your data from where it lives
Most practices start from a CSV export of their client list, or from HubSpot (read-only).
Live
- HubSpotOAuth, read-only
- CSV & ExcelCSV · XLSX · upload when you fill
- GlobalyOSOne-click Connect · signed copies go back
REST APIOpenAPI spec · Business
MCP serverFor AI agents · Business
Roadmap
Google SheetsComing
SalesforceComing
Questions about accounting & tax
Something else? Ask the team.
Does AppliFlo prepare or file returns?
No. AppliFlo fills and signs forms. It doesn’t prepare or file returns and never submits anything to a tax authority for you.
Do official forms use AI pages?
No. Forms from the official library are already set up, so filling them never uses AI pages. Your own PDFs and scans use AI pages only when AppliFlo reads them with AI. The Free plan includes 25 AI pages a month for your workspace.
Do you have Australian forms?
Yes. The library includes ATO forms such as the withholding declaration (NAT 3093), the super choice form (NAT 13080) and the Medicare levy variation declaration (NAT 0929).
Which plan includes bulk send?
Bulk send is on Starter ($15 a user a month) and Business.
Related solutions
Use caseTax & engagement lettersEngagement letters bulk sent; official tax forms ready to fill.See the page
Use caseClient intakeIntake forms, consents and letters, filled once and signed together.See the page
IndustryFinancial services & lendingApplication packs filled from one record, flags shown to you.See the page
