Tax Client Checklist
What to bring to a tax appointment, for print and social
$1.99 $9.99 USD · one-time
Launch price until Dec 31. Save 80%
- Instant download
- Works with free Canva
- Secure checkout
Fewer missing documents, fewer second visits. A printable “what to bring” checklist plus a matching Instagram post and story in fresh mint and green. Hand it out at the desk, email it before appointments or post it in January.
What’s included
- Printable checklist, US Letter
- Instagram and Facebook post, 1080 × 1350
- Story, 1080 × 1920
- Canva template links (works with a free Canva account)
- Placeholders for your logo, phone and office name
Format: US Letter print, 1080 × 1350 post, 1080 × 1920 story. Sample photos are AI-generated placeholders; replace them with your own.
Questions
How do I get my templates?
Right after checkout you download a PDF with your Canva template link. Open the link, sign in to Canva (a free account works) and a copy of the templates is added to your account.
Do I need Canva Pro?
No. The templates are built with free Canva elements and fonts. The sample photos can be replaced with your own photo in one click.
Can I change the colors, prices and text?
Yes. Everything is editable: text, colors, photos, prices and contact details. Print at home, at a print shop or post straight to social media.
How can I use them?
Use them for your own business or for one client business. You may not resell or share the templates themselves.
Can 911 Makers customize them for me?
Yes. Message us on WhatsApp and we will add your logo, photo and offer for you.
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