When to use this template
Start with the questions below, then adapt them to your own process. Use ranges for activity levels and collect account statements later through an approved secure document channel.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to scope bookkeeping support without collecting financial account credentials.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Business structureDropdown · Required
- Current records toolDropdown · Required
- Approximate transactions per monthShort answer · Optional
- Support neededDropdown · Optional
- Which reporting deadlines matter?Long answer · Optional
Make it your own
- Replace the introduction with your own context for bookkeeping client intake.
- Use ranges for activity levels and collect account statements later through an approved secure document channel.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this bookkeeping client intake form collect?
It includes business structure, current records tool, approximate transactions per month, support needed. Every question can be edited before you publish.
What should I customize before sharing it?
Use ranges for activity levels and collect account statements later through an approved secure document channel.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.