Complete Template Library for Enrolled Agents & Tax Professionals

Access 90+ professional templates across 9 categories—from client onboarding to IRS representation. Generate polished documents instantly and save hours each week.

90+ Professional Templates 9 Practice Areas Copy / PDF / Print

Self-Serve Access

$29 /month

Full access to all 90+ templates
Unlimited document generation
Priority email support

Enable free trials in Memberstack if you want "Try Free".

Done-For-You

Concierge

$577 one-time

30-min consultation
Customized letters & emails
Branding (logo/colors) applied
Implementation checklist

Order Concierge

You own the deliverables.

E.A Template Hub — Live Application ✓ Real Interface

E.A. Template Hub Live Interface - showing template selection, form inputs, and generated engagement letter

90+ Templates

Instant Generation

Professional Output

Fill simple inputs

Generate instantly

Copy, PDF, print

See it in action: Engagement letter generated in under 30 seconds

This is the actual interface you'll use — no complex setup required

What is E.A Template Hub?

A comprehensive template generator with 90+ documents across 9 practice areas. Fill a few inputs, generate professional documents instantly, and export in multiple formats.

Save 5—10 hours per week
Keep tone consistent across your firm
Onboard clients faster
Look polished and professional

Why pros love it

Complete library covers entire practice
Unlimited generation = predictable costs
Built specifically for EAs and tax pros
Copy, PDF, and print options

Complete template library (90+ documents)

📋 Practice Management

CE tracking logs
Client onboarding checklists
Quality control procedures
Professional development plans

💼 Business Development

Marketing plans & campaigns
Client satisfaction surveys
Referral partner agreements
Professional bios & newsletters

📊 Financial Planning

Retirement planning worksheets
Estate planning questionnaires
Investment planning summaries
Tax projection summaries

🏢 Business Formation

Entity selection analysis
S-Corp election letters
Operating agreement outlines
Business license checklists

⚖️ IRS Representation

Audit defense strategies
Penalty abatement requests
Power of Attorney covers
Innocent spouse relief letters

📈 Bookkeeping

Monthly bookkeeping checklists
Chart of accounts templates
Bank reconciliation worksheets
Year-end closing procedures

🎯 Specialized Services

Trust tax organizers
Multi-state tax analysis
Crypto tax worksheets
R&D credit studies

Client Onboarding

Engagement letters
Welcome emails
Document checklists
Portal guides

Tax Prep & Filing

Return checklists
Extension notices
IRS notice responses
Payment instructions

Stop reinventing the wheel

Feature	DIY Docs	Custom Consultant	E.A Template Hub
Template count	Manual creation	Custom set	90+ templates
Cost (annual)	$0 + time	$1,000+	$348/year
Unlimited use	No	One-time	✓ Yes
EA-specific content	Varies	Custom	✓ Built-in
Export options	Manual	Limited	Copy/PDF/Print
Updates	Manual	None	Automatic

Complete solution vs. piecemeal alternatives.

Simple 3-step process

1) Choose template
Browse 9 categories and 90+ templates to find what you need.
2) Fill inputs
Enter client name, dates, amounts—smart forms do the rest.
3) Generate & export
Copy to clipboard, download PDF, or print directly.

FAQ

How many templates are included?

90+ professional templates across 9 practice areas, with new ones added regularly.

Can I cancel anytime?

Yes—subscriptions renew monthly; cancel any time in your account.

Do you store my client data?

No—the generator runs in your browser. You control what you save or export.

What export options are available?

Copy to clipboard, download as PDF, or print directly from your browser.

Ready to access the complete template library?

90+ professional templates across all EA practice areas.

Concierge

No contracts. Cancel anytime.