Template library overview
The Template Library is the starter catalog — battle-tested templates curated by the Assure Pro team that you can clone into your firm’s library and use immediately. Every category in Assure Pro has a “your firm’s templates” surface plus a “platform library” of starter content to seed from.
Where to find it
Open Templates → Library from the sidebar.
The page has 5 tabs (one per category) plus an All tab that shows everything in a single scroll.
| Tab | What it holds |
|---|---|
| All | Every category, grouped by section |
| Engagement Letters | Ready-to-send letters with package tiers, services, and retainers |
| Organizers | Question and document checklists for client intake |
| Packs | Pre-built question and document bundles you drop into any organizer |
| Folders | Per-client folder layouts you apply to new engagements |
| Messages | Reusable email and SMS templates for common touchpoints |
The tab order matches the platform’s mental model — start with the agreement (engagement letter), then info collection (organizer), supporting bundles (packs), filing structure (folders), and ongoing communication (messages).
What’s on each card
┌────────────────────────────────────────┐
│ ● Individual 1040 [Letter] │
│ │
│ Comprehensive 1040 engagement letter │
│ with three tiered service packages... │
│ │
│ 5 default services │
│ │
│ Cloned 12 times │
│ │
│ [Preview] [+ Add to mine] │
└────────────────────────────────────────┘Every card carries:
| Element | Notes |
|---|---|
| Category dot | Color-coded — blue (letter), purple (organizer), amber (folder), green (message), pink (pack) |
| Code chip | Entity type or return type code (1040, 1120S, LTR, ORG fallback) |
| Name | ”Individual 1040 — Standard” |
| Description | One-line blurb |
| Preview summary | Counts pulled from the template’s structure (services, questions, folders, etc.) |
| Clone count | ”Cloned 12 times” — how many firms have already cloned this entry. Zero if no one has yet |
| Preview button | Opens a full-screen preview dialog (read-only) |
| Add to mine | Clones the entry into your firm |
How cloning works
Every template in the library is platform-owned. You can’t edit the library entry directly. To use one:
- Click Add to mine on the card.
- Assure Pro clones the entry into your firm (engagement letters, organizers, etc.).
- The clone is now firm-owned and fully editable.
- The original library entry stays unchanged.
The clone records the source so we can later offer “update from library” — see Cloning & updates.
What gets cloned for each category
| Category | Where the clone lands | Permission needed |
|---|---|---|
| Engagement Letter | Your firm’s signing templates (E-sign → Templates) | Create e-sign |
| Organizer | Your firm’s organizer templates (Intake → Templates) | Create intake |
| Pack | Your firm’s intake packs | Create intake |
| Folder Structure | Settings → Document Folders | Edit firm settings |
| Message | Your firm’s message templates (used in compose) | Send communications |
If you lack the permission for a category, the Add to mine button shows a permission-denied state instead.
How to preview before cloning
Click Preview on any card. A full-screen dialog opens showing:
- The complete template structure (sections, questions, line items, folder tree, etc.)
- Default values and descriptions
- An Add to my library button at the bottom (same as the card’s CTA)
Preview is purely read-only. Closing the dialog drops you back to the browse view.
Browsing tips
- Use the All tab for the first walkthrough — most firms haven’t seen the full catalog yet.
- Switch to a specific category when you know what you need (e.g. setting up a new 1120S workflow → Engagement Letters + Organizers + Folders).
- Check the clone count to gauge social proof — heavily-cloned templates are usually the safest starting points.
- Search isn’t available in V1 — the catalog is small enough to scan. Future versions will add it.
”Nothing here yet”
If we haven’t published any templates in a category, the section shows:
Nothing here yet Check back soon — we’re adding more templates to this category.
Engagement Letters and Organizers are well-stocked. Packs and Folders are growing. Messages is in early days.
What the library is NOT
| Misconception | Reality |
|---|---|
| ”I can edit a library template and everyone gets the update” | No — only the Assure Pro team edits library entries. You edit your clone. |
| ”Cloning a template links my firm to the platform’s version” | The clone records the source but the connection is read-only metadata, not live |
| ”The library has every template ever shipped” | It has curated starters. Anything firm-specific (your fee structure, your branding) you build yourself |
| ”Cloning is destructive” | Cloning is free and additive — you can clone the same entry 20 times if you want |
Cross-references
You can reach the library from:
- The sidebar (Settings → Practice → Template Library, if your plan includes it)
- Empty states in modules (“Browse the library for starters →”)
Cloning destinations:
- Engagement letters — show up in E-sign → Templates
- Organizers — show up in Intake → Templates
- Folder structures — show up in Settings → Document folders
- Messages — show up in Communications → Templates
Permissions
| Action | Required |
|---|---|
| Browse the library | View template library |
| Clone an engagement letter | Create e-sign |
| Clone an organizer or pack | Create intake |
| Clone a folder structure | Edit firm settings |
| Clone a message | Send communications |
The library tab itself is permission-gated — firms whose plan doesn’t include the library see the page blocked.
Next
- Cloning & updates — what happens after Add to mine.
- Engagement letter templates — where letter clones land and how to customize them.
- Organizer templates — where organizer clones land.