Resources
Downloadable Forms
Free, ready-to-use forms for your firm. Download one, fill in your firm's details, and put it to work.
Credit Card & E-Check Pre-Authorization
Word document (.docx)
Let clients authorize a card or bank (ACH) account to keep on file, for one-time charges or automatic monthly payments. A fillable Word template that includes a personal guarantee and failed-payment terms. Replace the "[Your Firm]" placeholders with your firm name before sending it to clients.