Client intake form for accountants and wealth management companies

Client intake forms can be used by accountants and wealth management companies as part of the new client onboarding process. They provide a professional, repeatable and automated way to collect essential information at the start of the relationship.

They are also an easy way to simplify your onboarding process without having to use complicated software that seeks to replace your existing tech stack or initial high-touch processes.
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Simplified client onboarding for financial service companies

Client onboarding should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.

That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails and searching for attachments.  Clients will also have a positive initial experience with your company, and get value from the relationship quicker.

In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
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File Request Pro and Google Drive – request files from anyone

Google Drive is a popular cloud storage option that makes it easy for you to store large files without clogging up your phone or computer.

However, if you want to request files from other people you start running into problems. You can share a folder, but contributors need a Google account. Contributors can also open and see all files in that folder, even using the most restrictive ‘view only’ setting.
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How can you request files from external partners using SharePoint?

This question is popular on the Microsoft Forum, with more than 200 votes and 35 comments.  Currently you’ll need to use some kind of workaround. You can’t just use SharePoint to collect files from people external to your organisation.

Let’s have a look at your options:

  • The situation with SharePoint and file requests
  • Use SharePoint and OneDrive to create a file request
  • Use SharePoint and file upload software
  • Turn to a competitor to collect files

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