{
  "key": "bookkeeping-client-intake-form",
  "slug": "bookkeeping-client-intake-form-template",
  "name": "Bookkeeping Client Intake Form",
  "category": "intake-onboarding",
  "summary": "Scope bookkeeping support without collecting financial account credentials.",
  "priority": "P1",
  "seo": {
    "title": "Bookkeeping Client Intake Form Template",
    "description": "Scope bookkeeping support without collecting financial account credentials. Try the editable template and form preview.",
    "primaryKeyword": "bookkeeping client intake form template",
    "secondaryKeywords": [
      "bookkeeping client intake questionnaire template",
      "bookkeeping client intake form example"
    ],
    "intent": "Find and customize a ready-to-use form",
    "basis": "Editorial search intent informed by official template catalogs; search volume and difficulty not measured."
  },
  "content": {
    "introduction": "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.",
    "whenToUse": "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.",
    "customizationTip": "Use ranges for activity levels and collect account statements later through an approved secure document channel.",
    "beforePublishing": "Keep discovery separate from account access. Never request passwords through an intake form.",
    "steps": [
      "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."
    ],
    "faqs": [
      {
        "question": "What does this bookkeeping client intake form collect?",
        "answer": "It includes business structure, current records tool, approximate transactions per month, support needed. Every question can be edited before you publish."
      },
      {
        "question": "What should I customize before sharing it?",
        "answer": "Use ranges for activity levels and collect account statements later through an approved secure document channel."
      },
      {
        "question": "What happens after someone submits it?",
        "answer": "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."
      }
    ]
  },
  "document": {
    "schemaVersion": 1,
    "title": "Bookkeeping Client Intake",
    "description": "Scope bookkeeping support without collecting financial account credentials.",
    "category": "Client intake & onboarding",
    "theme": "paper",
    "accent": "plum",
    "submitLabel": "Send request",
    "thankYouTitle": "Your request has been received",
    "thankYouBody": "Your response has been recorded. The organizer will review it and follow up if needed.",
    "fields": [
      {
        "id": "name",
        "type": "text",
        "label": "Your name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "email",
        "type": "email",
        "label": "Email address",
        "description": "Used to respond about this request.",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "business-structure",
        "type": "select",
        "label": "Business structure",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [
          "Solo business",
          "Partnership",
          "Company",
          "Other"
        ],
        "condition": null
      },
      {
        "id": "current-records-tool",
        "type": "select",
        "label": "Current records tool",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [
          "Spreadsheet",
          "Accounting software",
          "Paper",
          "Mixed"
        ],
        "condition": null
      },
      {
        "id": "approximate-transactions-per-month",
        "type": "text",
        "label": "Approximate transactions per month",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "support-needed",
        "type": "select",
        "label": "Support needed",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [
          "Monthly records",
          "Catch-up work",
          "Reporting",
          "Initial setup"
        ],
        "condition": null
      },
      {
        "id": "which-reporting-deadlines-matter",
        "type": "textarea",
        "label": "Which reporting deadlines matter?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      }
    ],
    "layout": "classic",
    "firstStepTitle": "Your details",
    "workflow": {
      "notify": false,
      "recipient": "",
      "confirmation": false
    }
  },
  "reviewedAt": "2026-10-22",
  "related": [
    "client-intake-form-template",
    "client-onboarding-form-template",
    "web-design-client-intake-form-template"
  ]
}