[
  {
    "grp": "acr",
    "title": "New Accounting & Tax Client Intake",
    "findTitle": "New Accounting & Tax Client Intake",
    "category": "Accounting/CPA",
    "cover": "accounting-kickoff-cover.png",
    "desc": "<p><strong>New Accounting &amp; Tax Client Intake</strong> — Kickoff intake form (public) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>A short intake so we understand your business, the help you need, and where your books stand today. It takes about five minutes, and there are no wrong answers.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>About you &amp; your business</em> — First name [short text]; Last name [short text]; Email address [short text]; Legal Entity Name (for returns) [short text]; Client Type (Taxpayer) [dropdown: Individual / Sole proprietor / Single-member LLC / Multi-member LLC / Partnership / …]; Entity Formation State [short text] <em>(conditional)</em>; Fiscal Year End Month [dropdown: January / February / March / April / May / …]; Accounting Basis [choice: Cash / Accrual / Hybrid]; Industry/Niche Notes (finance) [long text].</li><li><em>How we can help</em> — Primary Engagement Type (CPA) [multi-select: Tax preparation / Bookkeeping / Payroll / Sales tax filings / Advisory/Planning / …].</li><li><em>Where things stand</em> — Bookkeeping System [dropdown: QuickBooks Online / QuickBooks Desktop / Xero / Wave / FreshBooks / …]; Prior Year Return Received [choice: Yes / Partial / No]; Document Intake Checklist [dropdown: Not started / In progress / Complete / Needs review]; Tax Engagement Letter Status [dropdown: Not sent / Sent / Signed / Expired / Superseded].</li><li><em>Anything else</em> — Accounting Notes (client-specific) [long text].</li></ul><p><strong>Conditional logic (forks):</strong></p><ul><li>WHEN <em>Client Type (Taxpayer)</em> is not <strong>Individual</strong> → show <em>Entity Formation State</em> (hidden by default until met).</li></ul><p><strong>Required:</strong> Email address, Client Type (Taxpayer), Primary Engagement Type (CPA) (kept low-friction).</p><p><strong>Form type:</strong> Kickoff intake (in), public. <strong>Niche:</strong> Accounting / CPA. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> An accounting or CPA firm onboarding a new tax/accounting client — entity type and basis, engagement scope, current books and prior-year status, and document intake.</p>"
  },
  {
    "grp": "acr",
    "title": "Books & Operations Setup",
    "findTitle": "Books & Operations Setup",
    "category": "Accounting/CPA",
    "cover": "accounting-books-cover.png",
    "desc": "<p><strong>Books &amp; Operations Setup</strong> — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>The accounts, systems, and day-to-day details we need to take your bookkeeping live.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Entity &amp; registrations</em> — Entity Formation Date [date]; Tax ID / EIN (reference only) [short text]; State Account IDs (reference) [long text]. Reference identifiers for your filings — names and IDs only, never full account numbers.</li><li><em>Bookkeeping system</em> — Books Access Provided [choice: Yes / Partial / No]; Bookkeeping Backlog (months) [dropdown: 0 / 1-2 / 3-6 / 7-12 / 12+]; Chart of Accounts Template [short text]; Receipt Capture Tool [dropdown: None / QBO mobile / Dext / Expensify / Hubdoc / …].</li><li><em>Banking &amp; sales</em> — Bank Feed Status [dropdown: All connected / Some connected / Not connected / Not applicable]; Financial Institutions (names only) [long text]; Primary Sales Channels [multi-select: POS/In-store / Invoices / Subscriptions / Ecommerce site / Marketplaces (Amazon/Etsy/eBay) / …].</li><li><em>Payroll &amp; team</em> — Payroll Provider [dropdown: None / Gusto / ADP / Paychex / QuickBooks Payroll / …]; Payroll Frequency [dropdown: None / Weekly / Bi-weekly / Semi-monthly / Monthly / …]; Employee Count (approx.) [number]; Contractor Count (approx.) [number]; Benefits Admin Platform [dropdown: None / Gusto / Rippling / Justworks / ADP / …].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Accounting / CPA. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Accounting / CPA client workflow — books &amp; operations setup.</p>"
  },
  {
    "grp": "acr",
    "title": "Tax & Filing Profile",
    "findTitle": "Tax & Filing Profile",
    "category": "Accounting/CPA",
    "cover": "accounting-tax-cover.png",
    "desc": "<p><strong>Tax &amp; Filing Profile</strong> — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>The jurisdictions, ownership, and tax details that shape how we prepare and plan for your returns.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Sales &amp; use tax</em> — Sales Tax Nexus States [long text]; Sales Tax Registration Status [dropdown: All registered / Partially registered / Not registered / Not applicable]; Sales Tax Filing Frequency [dropdown: Monthly / Quarterly / Annually / Occasional / Not applicable]; Sales Tax Platform [dropdown: None / TaxJar / Avalara / In-platform (Shopify/Woo, etc.) / Other].</li><li><em>Filing footprint</em> — Primary Filing Jurisdictions [long text]; Multi-State Filing Required [choice: Yes / No / Unsure]; Foreign Reporting Required [dropdown: None / Possible / Confirmed / Unknown]; Extension Filed (current year) [choice: Yes / No / TBD]; Estimated Taxes Schedule [dropdown: None / Quarterly / Annual true-up / Irregular].</li><li><em>Ownership</em> — Owner/Partner Count [number]; K-1 Recipients (count) [number]; Owner Compensation Approach [multi-select: Payroll/W-2 / Guaranteed payments / Distributions/Draws / Dividends].</li><li><em>Deductions &amp; special items</em> — Home Office Deduction Eligible [dropdown: Yes / No / Possible / Not applicable]; Vehicle/Mileage Tracking Method [dropdown: None / App (e.g., MileIQ) / Spreadsheet / Odometer logs / Other]; Crypto/Virtual Currency Activity [dropdown: None / Personal only / Business / Both / Unknown].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Accounting / CPA. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Accounting / CPA client workflow — tax &amp; filing profile.</p>"
  },
  {
    "grp": "acr",
    "title": "Authorizations, Controls & Risk",
    "findTitle": "Authorizations, Controls & Risk",
    "category": "Accounting/CPA",
    "cover": "accounting-compliance-cover.png",
    "desc": "<p><strong>Authorizations, Controls &amp; Risk</strong> — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>The authorizations we need on file and the history that helps us protect you and stay compliant.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Tax authorizations</em> — IRS Authorization (8821/2848) Status [dropdown: Not needed / Draft / Sent / Accepted / Revoked / …]; State POA/Authorization Status [dropdown: Not needed / Draft / Sent / Accepted / Revoked / …].</li><li><em>Internal controls</em> — Cash Handling Controls [multi-select: Cash logs / Dual custody / Surprise counts / Segregation of duties / None]; Related-Party Transactions [dropdown: None / Possible / Confirmed / Unknown]; Grant/Relief Programs Involved [long text].</li><li><em>History</em> — Prior IRS/State Notices [dropdown: None / Yes - resolved / Yes - open / Unknown]; Audit/Examination History [dropdown: None / IRS / State / Local / Multiple / …].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Accounting / CPA. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Accounting / CPA client workflow — authorizations, controls &amp; risk.</p>"
  },
  {
    "grp": "acr",
    "title": "Reporting, Assets & Advisory",
    "findTitle": "Reporting, Assets & Advisory",
    "category": "Accounting/CPA",
    "cover": "accounting-advisory-cover.png",
    "desc": "<p><strong>Reporting, Assets &amp; Advisory</strong> — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>Your asset details, the reporting you want to see, and the areas where you’d value our guidance.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Inventory &amp; fixed assets</em> — Inventory Tracking [choice: No / Yes - periodic / Yes - perpetual]; Inventory Valuation Method [dropdown: None / FIFO / LIFO / Weighted average / Specific identification]; Fixed Assets Register [dropdown: Yes / No / In progress]; Depreciation Method (books) [dropdown: Straight-line / Declining balance / Units of production / Other / Not applicable].</li><li><em>Reporting cadence</em> — Preferred Monthly Close Day [dropdown: Day 5 / Day 7 / Day 10 / Day 15 / End of month / …]; Reporting Package Preference [multi-select: P&amp;L / Balance sheet / Cash flow / AR aging / AP aging / …]; KPI Focus (finance) [long text].</li><li><em>Advisory &amp; complexity</em> — Advisory Focus Areas [multi-select: Cash management / Pricing/Margin / Tax planning / Forecasting / Entity structure / …]; Complexity Flags [multi-select: Multi-entity / Consolidation / Multi-state / Foreign ops / Grants/credits / …].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Accounting / CPA. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Accounting / CPA client workflow — reporting, assets &amp; advisory.</p>"
  }
]