On RequestPDF
Engagement Letters
Tax Preparation Engagement Letter
Standard engagement letter for tax preparation services.
Corporate Document Center
Document Repository
Engagement letters, forms, policies, compliance documents, corporate information, and downloadable guides — organized for clients, partners, and media.
On RequestPDF
Engagement Letters
Bookkeeping Engagement Letter
Engagement letter for ongoing bookkeeping and accounting services.
On RequestPDF
Engagement Letters
Business Formation Engagement Letter
Engagement letter for LLC, EIN, BOI, and registered agent services.
On RequestPDF
Engagement Letters
Notary Engagement Letter
Engagement terms for mobile and remote online notary services.
On RequestPDF
Tax Forms
Form W-9 (Request for Taxpayer ID)
Standard IRS Form W-9 used for taxpayer identification.
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Policies & Legal
Privacy Policy
How we collect, use, store, and protect personal information.
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Policies & Legal
Terms & Conditions
Terms governing use of our platforms and services.
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Policies & Legal
Cookie Policy
Use of cookies and tracking technologies.
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Policies & Legal
Acceptable Use Policy
Permitted and prohibited uses of services.
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Policies & Legal
Disclaimer
Service disclaimers and limitations of advice.
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Communications
SMS Policy
Consent, opt-out, and message frequency policy.
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Communications
Email Policy
Email communications, authentication, and list practices.
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Communications
Communication Standards
Professional communication standards across the ecosystem.
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Compliance
Data Protection Overview
Data handling, encryption, and access controls.
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Compliance
Vendor & Partner Standards
Minimum standards for ecosystem vendors and partners.
On RequestPDF
Compliance
BOI / FinCEN Client Reference
Client-facing reference for Beneficial Ownership filings.
AvailableWeb
Corporate Information
Corporate Fact Sheet
Legal entity, leadership, and ecosystem overview.
On RequestPDF
Corporate Information
Brand Guidelines & Logo Pack
Brand assets, logos, and usage guidelines.
AvailableWeb
Corporate Information
Corporate Boilerplate
Approved company description for press and partners.
Coming SoonPDF
Guides & Education
Starting Your Business — Quick Guide
Step-by-step overview for new entrepreneurs.
Coming SoonPDF
Guides & Education
Tax Season Readiness Checklist
Annual checklist for individuals and small businesses.
Coming SoonPDF
Guides & Education
Notary Public Career Guide
Introduction to launching a notary career.
SharePoint Integration Ready
This document center is structured for seamless future integration with Microsoft SharePoint — enabling permissioned client portals, automated document delivery, and centralized version control across the Ross & Associates ecosystem.