Ready-to-Use 7216 Consent Template: Make Offshoring Tax Preparation an Easy Conversation​

Make Offshoring Tax Preparation an Easy Conversation​ Ready-to-Use 7216 Consent Template for Tax Firms​

Offshoring tax prep is becoming standard practice—but communicating it the right way is what makes the difference.

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Make Offshoring Tax Preparation an Easy Conversation​ Ready-to-Use 7216 Consent Template for Tax Firms​

Insights at a Glance

Who Is This Template For?​

This template is for U.S. tax firms that are:​

  • Struggling with the ongoing accountant talent shortage.​
  • Looking to offshore tax preparation but need a structured way to communicate with clients.​
  • Scaling their practice and needing 7216 consent for offshore partnerships.​
  • Wanting to educate clients and proactively address concerns about offshoring.

What’s Inside the Template?​

  1. Why Offshoring Tax Prep is the Need of the Hour
  • Addresses the growing talent shortage in U.S. accounting firms.​
  • Explains rising costs and how offshore teams help firms stay competitive.​
  • Highlights how industry leaders are leveraging global teams to scale.​
  1. What This Means for Clients
  • Reinforces that service quality, accuracy, and responsiveness will remain unchanged.​
  • Shows how firms are adapting to prioritize sustainable workloads for their teams.​
  1. Data Security & Compliance Measures
  • Clarifies that client data never leaves the U.S.
  • Details secure access controls, encryption, and monitoring in place.​
  1. 7216 Consent Request
  • Provides a clear, legal-friendly request for client consent.​
  • References IRS Section 7216 to ensure compliance.​
  • Offers a trust-building approach to encourage client buy-in.

Share a few details with us and grab your template instantly!

Credfino is committed to protecting and respecting your privacy. We may contact you about our products and services. If you consent, please tick above. You may unsubscribe from these communications at any time. By clicking the button below, you consent to allow Credfino to store and process the information submitted above to provide you with the content requested.
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