Authorizations, Controls & Risk — Update / setup form (auth-only) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The authorizations we need on file and the history that helps us protect you and stay compliant.

What it collects (by section):

• Tax authorizations — IRS Authorization (8821/2848) Status [dropdown: Not needed / Draft / Sent / Accepted / Revoked / …]; State POA/Authorization Status [dropdown: Not needed / Draft / Sent / Accepted / Revoked / …].
• Internal controls — 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].
• History — Prior IRS/State Notices [dropdown: None / Yes - resolved / Yes - open / Unknown]; Audit/Examination History [dropdown: None / IRS / State / Local / Multiple / …].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — authorizations, controls & risk.