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ITO Intake Form

At Nexus United, our mission is to bring together thousands of tax offices and utilize the strength of that united group to provide unparalleled support services, marketing opportunities, financial savings and easy access to loans for continued business growth.

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Tax Preparation & CRM Software
Business Consulting And Advisory Solutions
Income Tax Preparation Training Program
Drake Professional Tax Software
Knowledge Base

INTAKE FORMS

Business Card Intake
ITO Intake Form
Client Intake Form
Account Reassignment & Refund Request Form
Independent Tax Specialist Intake Form
Employment Form

2025

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ITO Intake Form

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