Accounting Client Intake Form Template
Effortlessly streamline your client onboarding process
Gathering crucial information from new clients can feel overwhelming, but it doesn't have to be. This accounting client intake form template is designed for accountants and bookkeepers who want to simplify the onboarding experience while collecting essential business details. Enjoy benefits like capturing vital financial data, maintaining compliance with privacy standards, ensuring a professional first impression, and saving time on manual paperwork, all while being WCAG-aligned for accessibility. Try out our live form template to see just how seamless client onboarding can be.
When to use this form
Use this intake when you onboard a new client for accounting services. It fits a startup setting up its chart of accounts, a growing business that needs clean-up and monthly closes, or an individual preparing for year-end tax filing. Capture legal names, entity type, owners, systems in use, deadlines, and document access in one step so you can scope work and start fast. If bookkeeping is part of the engagement, pair this with the Bookkeeping client intake form. For tax prep, reference the Tax return checklist form to gather supporting documents. When sharing sensitive PII or banking details, route them through the Confidential information form to keep data secure.
Must Ask Accounting Client Intake Questions
- What is your legal business name, entity type, and tax ID?
This confirms exactly who you will serve and the rules that apply. Accurate details prevent mismatched records and let you set up the chart of accounts and engagement terms correctly.
- Which services do you need now, and what are your top priorities for the next 90 days?
Knowing scope and priorities helps you price, schedule, and assign the right team. It focuses the first deliverables and avoids scope creep.
- Which financial systems do you use today, and how can we get secure access?
Listing software and banks shows where data lives and whether integrations are available. Clear access steps speed onboarding and reduce security risk.
- Do you have any bookkeeping backlogs or filing deadlines we should plan around?
Backlogs and due dates shape your timeline and capacity plan. You can flag risks early, set milestones, and avoid penalties.
- Do you pay employees or independent contractors, and do you work with subcontractors?
Workforce mix affects payroll, 1099s, and compliance. If you pay contractors, collect details with the Independent contractor information form.
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