Special Resources
» Forms:
» Business & Legal
Download business forms. Examples: USA federal and state tax forms. Model business letters, contracts, policies, forms, templates, etc.
Accounting » Internal Audit
Resources for internal audit departments
Guidance and tools to make audit committee best practices actionable
Business Basics » Nonprofit Basics
Resources and tools for managing nonprofits
Business Basics » Small Business
Small business guides, handbooks, tools, forms, software
Audit was designed with small businesses in mind and addresses their unique problems and opportunities
Model business documents, financial spreadsheet templates, checklists
Business Management » Business Plans
Develop business plans with tutorials, guides & examples
Business Management » Customer Service
Resources on customer relations, complaint handling, customer satisfaction
A sample customer satisfaction survey form designed to help you gather important information
Business Management » RFP Guides
Write and respond to a Request For Proposal (RFP)
Guidance on how to create an RFP for employee benefit plans
Template to help manage the steps to create proposals for your clients - MS Word
Includes items to include in response to the Request for Proposal Package
Corporate Law » Arbitration
Mediation and arbitration resources
Corporate Law » Forms
Fill-in-the-blank legal forms and contracts
State-by-state forms for your instructions in the event you become unable to speak for yourself
Full text of a very large number of fill-in-the-blank business forms
Several hundred legal related forms and sample form letters covering many subjects
These samples are for the principal use of cities, towns and counties
Contains many, but not all, of the forms issued by Federal agencies in the USA
Real estate forms, lien forms, limited liability legal practice registration form
Corporate Law » Real Estate Law
Real estate law resources
Provides real estate laws, general information & related forms
Disaster Management » Business Continuity
Business recovery post-disaster and business continuity planning
A checklist that lists the essential ingredients of a business continuity plan
For the four stages of response, resumption, recovery and restoration
Distribute to vendors and business partners critical to your business operations
Employee Management » Health Savings Accounts
Medical Savings Accounts (MSAs) tools and resources
Employee Management » HR Policies
Ready-to-use sample letters, contracts, forms, policies, checklists
A variety of business templates: sample letters, contracts, forms, policies and checklists
Financial Management » Credit Collections
Collections and credit professionals resources
Text of letters mailed to a debtor in the normal routine associated with the collection process
Government Laws » Tax Codes
Full text of the US Internal Revenue Code
Click on the state you need for access to that state's revenue department for access to tax forms
Marketing » Public Relations
Develop public relations and publicity campaigns
Retirement Plans » Pension Plans
Pension plan guides, data and forms
Provides tools (IRS series 5500 forms) & practical applications (checklists, tips)
Vehicle Management » Carrier Info
Databases & guides on carrier safety records
Vehicle Management » Fleet Policies
Fleet-related company policies - vehicle use, drivers, seat belts, etc.
Policy, accident reporting kit and forms in use by a major university
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