Form template · Accounting
Accounting client onboarding
The details we need to start your engagement. Documents come later, through a secure link.
- Trade
- Accounting
- Kind of form
- Registration
- Layout
- Panel right
- Look
- Light
- Questions
- 8
- Required
- 3
Start the 14-day trial, then choose Accounting client onboarding under Form templates. Every field, word and colour can be changed.
The same form, in 6 layouts
Same questions, same words. Pick the arrangement that suits the page it sits on; the layout can be changed later too.
The fields
8 questions. Keep it short: every field is something a person has to answer.
| Question | Type | Required |
|---|---|---|
| Full name | Short text | Yes |
| Yes | ||
| Phone number | Phone | No |
| Anything we should know about your situation? | Long text | Yes |
| Business name, if any | Short text | No |
| Entity typeIndividual · Sole proprietor · LLC · S corporation · C corporation · Partnership | Dropdown | No |
| Current accounting software | Short text | No |
| Did someone else do last year’s return?Yes · No · I did it myself | Multiple choice | No |
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