# Accounting & Bookkeeping templates > Free accounting forms: CPA engagement letters, bookkeeping client intake, payroll setup, tax questionnaires and month end close checklists. Canonical: https://reuily.com/templates/industries/accounting All templates: https://reuily.com/templates.md Accounting work starts with paperwork: an engagement letter, an intake, a pile of documents, and then the same close every month. Chasing it by email costs hours each season. These templates give each step one link. Clients sign engagement letters online, upload statements with their answers, and every response can go to Google Sheets. ## Templates - [Purchase Order Form Template](https://reuily.com/templates/purchase-order-form.md): A free purchase order form template for teams and small businesses. Request items from a supplier with quantities, prices and delivery dates in one form. - [Tax Organizer Template](https://reuily.com/templates/tax-organizer.md): A free online tax organizer for accountants and tax preparers. Clients answer income, deduction and life change questions and upload documents in one place. - [Credit Application Form Template](https://reuily.com/templates/credit-application-form.md): A free business credit application form. New customers apply for trade credit with company details, references and a signed credit check authorization. - [Expense Reimbursement Form Template](https://reuily.com/templates/expense-reimbursement-form.md): A free expense reimbursement form for employees and volunteers. Submit the expense, amount, category and a photo of the receipt for approval in one form. - [Non Disclosure Agreement (NDA) Form Template](https://reuily.com/templates/nda-form.md): Have contractors, candidates, and partners read and sign your NDA online, with a signed PDF for every response. - [Client Intake Form Template](https://reuily.com/templates/client-intake-form.md): Start every client relationship with the right context. - [Independent Contractor Agreement Template](https://reuily.com/templates/independent-contractor-agreement.md): A free independent contractor agreement for businesses. Set the scope, rate, ownership of work and confidentiality, and each contractor signs online. - [CPA Engagement Letter Template](https://reuily.com/templates/cpa-engagement-letter.md): A free sample CPA engagement letter for accountants and tax preparers. Clients pick their services, read your terms and sign online before work starts. - [Bookkeeping Client Intake Form Template](https://reuily.com/templates/bookkeeping-client-intake-form.md): A free bookkeeping client intake form for bookkeepers and accountants. New clients share their software, accounts and volume so setup starts with the facts. - [Payroll Setup Form Template](https://reuily.com/templates/payroll-setup-form.md): A free payroll setup form for payroll providers and bookkeepers. New employer clients share pay schedules, states, pay types and their employee list. - [Month End Close Checklist Template](https://reuily.com/templates/month-end-close-checklist.md): A free month end close checklist for bookkeepers and accounting teams. Work through reconciliations, accruals and reviews for each client every month. - [Small Business Tax Questionnaire Template](https://reuily.com/templates/small-business-tax-questionnaire.md): A free client tax questionnaire for CPAs serving small businesses. Business clients share income, expenses and changes and upload records in one place. ## Which accounting form do you need? - **[Tax Organizer Template](https://reuily.com/templates/tax-organizer.md):** Income, deductions and documents for a personal return. - **[Credit Application Form Template](https://reuily.com/templates/credit-application-form.md):** Trade credit applications with references and a signed authorization. - **[Expense Reimbursement Form Template](https://reuily.com/templates/expense-reimbursement-form.md):** Employee expenses with receipts, for your clients' teams. - **[Client Intake Form Template](https://reuily.com/templates/client-intake-form.md):** A general intake for new advisory or consulting clients. - **[Independent Contractor Agreement Template](https://reuily.com/templates/independent-contractor-agreement.md):** A signed agreement for contractors your clients hire. - **[CPA Engagement Letter Template](https://reuily.com/templates/cpa-engagement-letter.md):** Services, fees and terms, signed by the client before work starts. - **[Bookkeeping Client Intake Form Template](https://reuily.com/templates/bookkeeping-client-intake-form.md):** Software, accounts and volume from each new bookkeeping client. - **[Payroll Setup Form Template](https://reuily.com/templates/payroll-setup-form.md):** Pay schedule, states and employee list before the first payroll. - **[Month End Close Checklist Template](https://reuily.com/templates/month-end-close-checklist.md):** Every close step for one client, each month. - **[Small Business Tax Questionnaire Template](https://reuily.com/templates/small-business-tax-questionnaire.md):** Entity, revenue, contractors and records for a business return. ## Tips for accountants and bookkeepers - **Sign before you start:** Send the engagement letter with the intake, so scope and fees are agreed before any work begins. - **Ask for documents with the answers:** Add uploads for statements and prior returns, so you start the work with everything in one place. - **Never collect passwords:** Use forms for details and documents, and ask clients to invite you to their software and bank feeds directly. ## Frequently asked questions ### Can clients sign an engagement letter online? Yes. The CPA engagement letter ends with an electronic signature, saved as a signed PDF with an audit trail. ### Can clients upload tax documents? Yes. The tax organizer, business tax questionnaire and bookkeeping intake all have file uploads for statements, 1099s and prior returns. ### Can I track every client's month end close? Yes. Fill in the month end close checklist for each client and send responses to Google Sheets to see what still needs follow up.