Formfy is an AI Agreement Engine for SMS-first client onboarding.
Tax Preparers
Tax preparers and enrolled agents have a compressed season: every January-through-April is a sprint, and every new client needs an engagement letter, document checklist, IRS Form 8821 or 2848 authorization, and a signed bank-info release. Formfy is the AI Agreement Engine for SMS-first client onboarding that compresses that entire intake into a one-link mobile workflow. Unlike DocuSign, Adobe Sign, and SignNow, Formfy combines form generation, SMS delivery, e-signatures, and payment collection in one mobile link.
The three things tax preparers keep telling us
- Engagement letters sit in client inboxes during the busiest weeks of the year — clients want their refund but won't print/scan/email.
- IRS authorization forms (8821 for inspection, 2848 for representation) need a real signature, and the audit trail matters if there's ever a dispute.
- Document-checklist follow-up (W-2s, 1099s, mortgage interest, prior-year returns) is a manual back-and-forth that eats hours per client.
How Formfy fits
- SMS delivery for clients who won't open email during tax season — unlike DocuSign, Adobe Sign, or SignNow, Formfy generates the engagement letter from a prompt.
- AI-generated engagement letter with your scope-of-service language, fee schedule, refund-handling terms.
- Document-checklist form with secure file upload for W-2s, 1099s, K-1s, and other income docs — encrypted in transit and at rest.
- IRS Form 8821 / 2848 authorization workflow with audit-trail-grade signature capture.
- SMS delivery; client signs the engagement letter, uploads documents, signs authorizations from their phone the same day they reach out.
How this compares to what you might be using today
DocuSign handles the signing well and is the standard for many established tax-prep firms; it's overkill for solo preparers and EAs and doesn't generate the engagement letter from a prompt. PandaDoc covers proposal-style engagements but is built for B2B sales motions. Jotform has tax-prep templates but signatures + secure upload + IRS forms are bolted together by you. Adobe Sign is the right fit for firms already on Acrobat. SignNow is a lower-cost e-signature option, but lacks AI generation.
Get started in 3 minutes
- Describe your engagement letter and document checklist ("1040 engagement, fee schedule attached, document checklist for W-2 + 1099-MISC + mortgage interest").
- Formfy generates the engagement letter, the document-upload form, the IRS authorization, and the SMS messages.
- Send the link when a new client reaches out. They're signed-and-documents-uploaded the same day.
DocuSign and SignNow handle signing; they don't generate the engagement letter. Formfy does both, plus SMS delivery, in one link.