Bookkeeping Client Intake Form
A discovery call followed by a string of emails asking for QuickBooks access isn't the kind of onboarding that gets a new client's books caught up quickly. Collect entity details, software information, and financial account details before the engagement starts, so a bookkeeper isn't chasing down logins during the first week.
Onboarding a new bookkeeping client usually starts with a discovery call, followed by a scattered series of emails asking for whatever detail turns out to be missing, entity type, which accounting software they use, which bank and credit card accounts need to be reconciled, contact information for a prior bookkeeper if one's handing off the account. Reconciling the books can't really start until access is sorted out, and those back-and-forth emails often eat into the first month of an engagement that a client is already paying for.
Typeform's bookkeeping client intake form asks for what a bookkeeper needs before the engagement starts: business and entity information, the accounting software currently in use, and the financial accounts that need to be reconciled. Conditional logic branches from there. A business entity type, sole proprietorship, LLC, S-corp, can route to the specific tax questions relevant to that structure, and a client switching from a previous bookkeeper can route to a handoff question instead of skipping straight to account setup. Every new client's intake lands in one complete profile instead of details gathered across a call and a handful of follow-up emails.
Connect the form to your practice management software through Zapier, and a new client's intake can automatically create a client record and a task list for account access setup. Ask for it before the engagement's official start date, and missing information, like software login details, gets flagged before it becomes the reason the first month's reconciliation is delayed.
A bookkeeping client intake form is an online form bookkeeping firms use to collect a new client's business information, accounting software details, and financial account information before an engagement begins. Instead of a discovery call followed by scattered follow-up emails, everything needed to start the work is collected upfront.
A discovery call rarely captures every detail a bookkeeper actually needs, and the follow-up emails asking for what's missing tend to stretch out the first weeks of an engagement. A form collects that information in one place from the start, so reconciling the books can begin sooner.
Ask for what a bookkeeper will actually need to start the engagement:
- Business name and entity type
- Accounting software currently in use
- Financial accounts to be reconciled
- Prior bookkeeper or accountant contact, if applicable
- Scope of services needed
No. This form collects the information needed to request access, but actual access to bank feeds or accounting software typically requires a separate authorization step handled directly through each institution or software provider's own security process, not something granted through this form itself.
Yes. Add a file upload question and clients can attach a bank statement, prior tax return, or other supporting documents in the same submission, no separate email required. Pair it with conditional logic so the upload only appears when it's relevant to that client's situation.
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