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Engagement letters, bulk sent.

Draft the engagement letter once in Docs with your firm’s details fixed, bulk send it to every client, and get each copy back sealed. The 8879, 8821, 2848 and W-9 are in the library, ready to fill.

Get started freeSee how it works
  • IRS authorizations ready to fill
  • Reminders for anyone who hasn’t signed
  • Never files or submits for you
Tom · accountantExample person · made up8:30am
W-9 · every box labelled

Tax season. 120 engagement letters need to go out this week.

One letter, bulk sent. Each client signs their own copy.

Tax & engagement letters

Engagement letters bulk sent; official tax forms ready to fill.

DocsSignOfficial formsSee how it works
  • W-9IRS · 6p
  • W-8BENIRS · 1p
  • 1040-ESIRS · 16p

Season starts with the paperwork.

Before the first return, every client needs a signed engagement letter, and many need an authorization or a W-9. Sending and chasing them one by one eats the weeks you need for the work.

  • One letter at a time

    Mail merge, PDF, email, repeat, for every client on the books.

  • Chasing signatures

    Half the list signs in a day. The rest need reminders you send by hand.

  • Authorizations on paper

    8879s and 8821s printed, signed, scanned and filed.

One letter, every client

Draft once, send to the whole list, and let reminders do the chasing.

Engagement letter 2026 · templateImport WordCommentsAI
CLAUSE LIBRARY
Partiesv2
Scopev3
Feesv4
Privacyv4
Terminationv1
Engagement letter, 2026 tax year

This agreement is between Whitford & Co (example) and {client name}.

4. Fees

AI DRAFT · REVIEW BEFORE SENDINGAcceptedOur fee for this year’s return is set out in the schedule. If we need extra time for missing records, we will tell you the cost before we start.
Draft a fees clause that mentions missing records
  • GlobalyOSRead and write
  • HubSpotRead-only
  • CSV & ExcelUpload
1C120 clientsHubSpot list · Individual returns
Name
Dana Morales
Email
dana@example.com
Fee
$450
Spouse
Luis Morales
Ready to fill
Bulk send · Engagement letter 2026One template, each envelope filled from its own row120 of 120 sent
  • DMDana Morales$450Signed
  • CNChris Ng$380Sent
  • FAFatima Ali$520Sent
  • BCBen Carter$450Signed
  • OPOlga Petrova$610Sent
  • SOSam Ortiz$380Sent

+ 114 more envelopes · reminders go out to anyone who hasn’t signed

Envelope · Form 8879 · MoralesAll at once
=TaxpayerDana MoralesSigned
=SpouseLuis MoralesSigned
=PreparerTom ReidSigned
We authorise the ERO to enter or generate our PIN as our signature on our 2026 return.
PAdES
SEALEDcert. attached
Sent to 3 signers09:12 · 203.0.113.24
Signed by Dana Morales09:42 · 198.51.100.7
Certificate of completion added09:58

Example data. Every person here is made up.

The forms this work runs on

9 official forms from the library, 2 agreement templates to start from.

All 54 official forms

Official forms · ready to fill, no AI pages

8879IRSIRS e-file Signature Authorization2 pages · ready to fill
8821IRSTax Information Authorization1 page · ready to fill
2848IRSPower of Attorney and Declaration of Representative2 pages · ready to fill
First page of Form W-9, Request for Taxpayer Identification Number and Certification
W-9IRSRequest for Taxpayer Identification Number and Certification6 pages · ready to fill
First page of Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
W-8BENIRSCertificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)1 page · ready to fill
First page of Form 1040-ES, Estimated Tax for Individuals (payment vouchers)
1040-ESIRSEstimated Tax for Individuals (payment vouchers)16 pages · ready to fill
9465IRSInstallment Agreement Request2 pages · ready to fill
4506-TIRSRequest for Transcript of Tax Return2 pages · ready to fill
8822IRSChange of Address (For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns)2 pages · ready to fill

Authorizations and requests clients sign each season. AppliFlo fills and signs forms; it doesn’t prepare or file returns.

Agreement templates · starting points, check the wording

Starting pointServices agreementReview the wording for your case
Starting pointClient consent to collect and share informationReview the wording for your case

Three products for this work

Bring your data from where it lives

Client lists come from HubSpot (read-only), GlobalyOS or a CSV export of your practice software.

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 tax & engagement letters

Something else? Ask the team.

Can each letter have different fees?

Yes. Values such as the client’s name and fee come from each client’s row or record. Fixed sender values, such as your firm’s name, stay the same in every copy.

Which plan includes bulk send?

Bulk send is on Starter ($15 a user a month) and Business. Free includes 5 envelopes a month with 2 recipients.

Does AppliFlo prepare or file returns?

No. AppliFlo fills and signs forms. It doesn’t prepare or file returns, and it never submits anything to a tax authority for you.

Do the IRS 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.

Start the season signed.

Draft your engagement letter once, bulk send it, and let reminders chase the rest. Free to start, no card.

Get started freeSee pricing