Templates
Expert-built templates, ready to send
Browse 30+ professional templates organized by industry and use case.
Tax Firm
7 templates
Tax Engagement Letter
Annual individual tax-preparation engagement letter.
The Tax Essentials2 signers3 fields
Tax Strategy & Planning Engagement
One-time tax strategy and planning engagement.
The Tax Essentials2 signers3 fields
Monthly Tax Advisory Retainer
Recurring monthly tax planning and advisory retainer.
The Tax Essentials2 signers2 fields
IRS Representation Engagement
Form 2848 engagement for IRS notices and examinations.
The Tax Essentials2 signers2 fields
Form 8879 e-File Authorization Cover Letter
Cover letter accompanying IRS Form 8879 for e-file authorization.
The Tax Essentials2 signers2 fields
S-Corp Election Service Agreement
Service agreement to prepare and file IRS Form 2553.
The Tax Essentials2 signers2 fields
Accountable Plan Adoption Agreement
Adoption of an IRS-compliant accountable plan for owner reimbursements.
The Tax Essentials2 signers2 fields
Healthcare / Nurse Business
5 templates
NurseKeep Vendor Agreement
Onboarding a vendor into the NurseKeep marketplace.
NurseKeep2 signers2 fields
Medical Director Service Agreement
Aesthetics or med-spa medical director engagement.
2 signers2 fields
Med Spa Client Consent & Service Agreement
Aesthetic treatment intake, informed consent, and service terms.
2 signers4 fields
Healthcare Business Intake Form
New-client intake for a healthcare or wellness business.
1 signer2 fields
Nurse Business Client Services Agreement
Service agreement for a nurse-owned wellness or coaching business.
2 signers2 fields
Education
4 templates
Student Enrollment Agreement
Course enrollment, payment, and refund terms.
NursePrecision1 signer2 fields
AI Tutor Terms of Use
End-user terms for an AI-powered tutoring product.
1 signer1 fields
Course Participation Agreement
Live-cohort participation expectations and community standards.
1 signer1 fields
Refund Policy Acknowledgment
Acknowledgment of the program refund and cancellation policy.
1 signer2 fields
Vendor Hub
4 templates
Vendor Subscription Agreement
SaaS-style monthly subscription for marketplace vendors.
2 signers2 fields
Lead Referral Agreement
Pay-per-lead referral relationship between two businesses.
2 signers2 fields
Marketplace Participation Agreement
General terms for sellers participating in an online marketplace.
2 signers2 fields
Business Verification Form
Vendor verification of legal status, licensing, and insurance.
1 signer2 fields
Business Formation
2 templates
Single-Member LLC Operating Agreement
Operating agreement for a single-member LLC.
1 signer2 fields
Founder Equity Agreement
Initial equity split and vesting between co-founders.
2 signers2 fields
General Business
4 templates
Mutual Non-Disclosure Agreement
Bilateral NDA for evaluating a potential relationship.
2 signers2 fields
Independent Contractor Agreement
Engagement of a 1099 independent contractor.
2 signers2 fields
Master Services Agreement
Umbrella MSA to govern future Statements of Work.
2 signers2 fields
Statement of Work
Project-specific SOW under a Master Services Agreement.
2 signers2 fields