Authorizations, Controls & Risk — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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