About this template
Onboarding new accounting and bookkeeping clients requires gathering a vast amount of sensitive, detailed financial data before you can begin work. This Accounting Client Intake Form template streamlines that initial data collection process, helping CPAs, bookkeepers, and accounting firms securely capture essential business details, corporate structures, tax statuses, and banking setups from day one.
Designed specifically for financial professionals, this comprehensive questionnaire replaces endless email threads and scattered spreadsheets with a single, organized workflow. It collects critical company details, products and services, sales tax statuses, payroll processing information, depreciation schedules, and insurance details. By centralizing this information into a Google Form, your firm can evaluate new accounts faster, assess scope of work accurately, and deliver a polished onboarding experience that sets the tone for a professional client relationship.
Key features
- Collect complete company and tax background in one structured submission
- Standardize data collection across all new bookkeeping and tax clients
- Capture crucial banking, payroll, and insurance details securely
- Eliminate back-and-forth emails and missing document follow-ups
- Instantly organize responses in Google Sheets for team review
Use cases
Onboarding new corporate or small business tax clients
Gathering preliminary bookkeeping details before starting monthly rec…
Gathering preliminary bookkeeping details before starting monthly reconciliation
Collecting annual financial records and entity details for year-end r…
Collecting annual financial records and entity details for year-end review
Assessing advisory and fractional CFO client requirements
What this form collects
- Company Legal Name (Short answer)Enter the official registered name of your business.
- Doing Business As (DBA) (Short answer)Provide your trade name if different from your legal name.
- Business Entity Type (Dropdown)Select your current legal business structure.
- Company Start Year (Short answer)Enter the year your business was established.
- Primary Business Location (Paragraph)Enter the physical address of your headquarters.
- Products and Services (Paragraph)Briefly describe your core products, services, and primary revenue streams.
- Sales Tax Status (Multiple choice)Are you currently registered to collect and remit sales tax in your state or other jurisdictions?
- Payroll Processing Information (Multiple choice)Do you currently have employees or run payroll?
- Owner Compensation Description (Paragraph)How are owners, partners, or corporate officers compensated (e.g., W-2 salary, owner's draws, guaranteed payments)?
- Major Contractors (Paragraph)Do you regularly hire independent contractors or freelancers (1099)?
- Active Bank Accounts (Paragraph)List your active business checking, savings, and merchant accounts (Bank Name and Account Type).
- Liability Insurance Details (Paragraph)Provide details of your general liability or professional liability insurance policies, if applicable.
- Retirement Strategy & Benefits (Paragraph)Do you offer any retirement plans (e.g., 401k, SEP IRA, SIMPLE IRA) for yourself or employees?
- Document Links (Paragraph)Please paste a link to your secure cloud folder (Google Drive, Dropbox, etc.) containing past tax returns, financial statements, and incorporation documents.
- Additional Notes or Questions (Paragraph)Share any specific accounting challenges, upcoming deadlines, or questions you have for our team.
FAQ
What is an accounting client intake form?
It's a standardized questionnaire used by accountants and bookkeepers to collect essential financial, tax, and structural data from new clients before starting work.
Can I customize the questions in this Google Form template?
Yes! Once you generate the form, you have full control in Google Forms to add, remove, or modify any questions to match your firm's specific service offerings.
Where do the client responses go?
All submissions are saved directly to Google Forms, and you can easily link the form to a Google Sheet to organize client data automatically.
Is this form template free to use?
Yes, this template is completely free to convert into a working Google Form using Doc2Form.
How do clients share sensitive documents using this form?
The form includes text fields where clients can paste secure links to cloud storage folders (like Google Drive or Dropbox) containing their prior tax returns, financial statements, and receipts.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.