GoForma · Internal
Client tools, templates, reference docs and workflows — everything the GoForma team needs in one place.
12
Tools & templates
4
Categories
3
Client-facing tools
Tools your team uses directly with clients — personalised links, quotes and authorisation references.
Generate personalised authorisation links for client emails. Set auth type, status, address and priority — copy-paste ready in seconds.
Full reference for every GoForma authorisation. Explains what each one is, why it is needed, and the exact step-by-step process for each scenario.
Build bespoke quotes combining service selections, pricing tiers and add-ons. Outputs a clean, shareable quote ready to send.
Reusable templates and guides to keep client communications consistent and on-brand.
Standard templates for common scenarios — onboarding, authorisation chasers, deadline reminders and offboarding. Ready to copy and send.
Step-by-step checklist for bringing a new client on — from setup and authorisations through to first filing readiness.
Internal guide covering the full formation process — what GoForma handles, what the client needs to do, and common team questions.
Day-to-day reference material — pricing, authorisation rules, deadlines and product knowledge.
Full pricing tables for all GoForma plans and add-ons. Current rates, what each tier includes, and how to handle edge cases.
Complete reference for all 10 authorisation types — statuses, expiry rules, address logic and what blocks what filing.
Key filing deadlines across the year — Self Assessment, Corporation Tax, VAT, Confirmation Statements and payroll. Updated each tax year.
Step-by-step workflows for the most common processes — consistent, repeatable and easy to follow.
Full workflow from signed contract to fully set up — account creation, authorisations, first tasks and confirmation steps.
Checklist for completing year-end accounts — from requesting information through to filing confirmation, covering CT and Companies House.
Structured checklist for departing clients — handover documents, authorisation removal, data retention and final communications.