Stop retyping client details into POA forms.
One client record can feed a coordinated set of supported powers of attorney and related tax-information or agent authorizations. Select the agencies and matters once, then prepare the applicable forms together for professional review, signature and submission.
1 · Choose client
Reuse verified identity, business and representative information from one record.
2 · Choose matters and agencies
Build a packet of applicable supported forms for the client’s onboarding needs.
3 · Review each form
Check scope, periods, representative eligibility, signatures and agency requirements before use.
One onboarding workflow. The authorizations your client needs.
Choose the client, jurisdictions and services. Reuse verified identity, business and representative details across the selected forms instead of retyping them for each agency.
Example · Kansas City restaurant
A professional might prepare a coordinated packet that includes IRS Form 2848 (representation), IRS Form 8821 (tax information authorization), Missouri Department of Revenue Form 2827, Missouri Department of Labor/Division of Employment Security POA, Kansas City, Missouri Form RD-PA, and a Jackson County property-assessment agent authorization where relevant.
The specific forms depend on the restaurant's accounts, property, matters and representation needs.
Example · trucking client
Start with the same verified client and representative data, then add applicable IFTA and IRP representation or agent-authorization documents alongside federal, state and local forms where required.
The relevant motor-carrier agency determines its accepted authorization and execution requirements; availability is assessed form by form.
From one source of data to a reviewed packet
Review authority, tax types, periods, representatives, agency-specific fields, signatures and any notarization before use. Some forms require details beyond the shared record.
One intake. Multiple authorizations.
Capture identifying details, entity type, tax matters and periods, and representative credentials once. Map approved intake data to each supported form’s own layout, then create drafts for professional review.
- Complete the Client Intake & Interview Form, including a guided 13614-C intake where appropriate.
- Select the supported authorizations needed for this client and jurisdiction.
- Review names, identifiers, authority, tax matters, periods and representative details on every draft.
- Route reviewed forms to SignSimba eSignature as it clears beta, then use each authority’s accepted signature and submission channel.
Restaurant in Kansas City, Missouri
The intended workflow may prepare IRS Forms 2848 and 8821, Missouri Department of Revenue and Department of Labor authorizations, Kansas City and Jackson County property-tax authorizations, and other supported forms from one client record.
Trucking client
Add supported IFTA and IRP authorizations to the federal, state and local package without re-entering the same source data. Coverage depends on validated form templates and jurisdiction requirements.
This is a feature concept screen, not an operational POA generator. Bonus tools release on a rolling basis after beta clearance.