Create a Professional Bookkeeping Client Intake Form
Creating a bookkeeping client intake form doesn't have to be a stressful process. With the right tools and resources, you can easily make a professional, secure form in just a few minutes. Whether you're a small business or an accounting firm, a bookkeeping client intake form allows you to collect important information about new clients quickly and securely.
Our template is available for free and easy to customize. With our software, ‘File Request Pro’, you can enjoy a range of benefits such as customization, white-label, unlimited entries, sync with Google Drive, SharePoint and Dropbox, and email automation.
Take advantage of our user-friendly platform and create the perfect bookkeeping client intake form for your business today.
Frequently Asked Questions
- What is the purpose of a Bookkeeping Client Intake Form?
The purpose of a Bookkeeping Client Intake Form is to provide businesses with an organized and efficient way to gather information from potential new clients. It helps streamline the process by having all relevant information needed in one location.
- What information should I include in my Bookkeeping Client Intake Form?
Your Bookkeeping Client Intake Form should include basic information such as the person's name, address, phone number and email address. You may also want to include more detailed information such as the type of services being requested, any preferences or requirements specific to the client and necessary payment information.
- When should I use this form?
It is best to use a Bookkeeping Client Intake Form whenever you are taking on a new client. This will ensure that you have all the necessary information required to provide them with the best possible service. It is also a great way to ensure that the customer has provided all relevant information needed before any services are rendered.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Learn more about branding your document collection process.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Find out more about conditional logic.
Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
Read more about the flexible upload-page layouts.
Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
Learn about our integrations.
The easiest way to offer a secure upload service that your clients will love.
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