About this template
Onboarding new business clients requires gathering a vast amount of sensitive, accurate information—from legal entity names and federal tax IDs to payroll schedules and accounting software preferences. This Accounting Firm Client Profile Google Form Template is designed to streamline that entire data collection process for CPAs, bookkeepers, and tax professionals.
Instead of chasing clients across endless email threads or messy paperwork, firms can use this structured questionnaire to capture complete business entity data, ownership percentages, sales tax details, and current accounting tools in one organized submission. Doc2Form makes it effortless to deploy this template, ensuring all critical client metadata is instantly captured and structured for immediate review.
By establishing a standardized onboarding workflow, your firm reduces administrative back-and-forth, minimizes data entry errors, and gets straight to delivering exceptional advisory and tax services. Whether you are prepping for tax season or taking on new monthly bookkeeping clients, this profile form sets the foundation for a seamless, professional client relationship.
Key features
- Collect legal business names, tax IDs, and entity types in one organized workflow.
- Capture multi-partner ownership structures and equity breakdowns seamlessly.
- Identify current accounting software, QuickBooks versions, and accounting methods.
- Gather payroll, contractor, and sales tax filing details upfront.
- Instantly deploy via Doc2Form as a ready-to-use Google Form.
Use cases
Onboarding new corporate and LLC clients for annual tax preparation.
Collecting foundational business and software data for monthly bookke…
Collecting foundational business and software data for monthly bookkeeping engagements.
Registering new advisory clients to assess their current financial re…
Registering new advisory clients to assess their current financial reporting setup.
What this form collects
- Entity Name / Legal Name (Short answer)Provide the official registered legal name of your business.
- Federal Tax Identification Number (EIN) (Short answer)Enter your 9-digit Employer Identification Number.
- Principal Place of Business Address (Paragraph)Enter the street address, city, state, and ZIP code of your primary office.
- State of Organization (Short answer)Enter the U.S. state or jurisdiction where your business was legally formed.
- Business Entity Type (Dropdown)Select your current legal business structure.
- LLC Tax Treatment (Multiple choice)If your business is an LLC, specify how it is treated for federal tax purposes.
- Primary Contact Full Name (Short answer)Enter the first and last name of our primary point of contact.
- Primary Contact Work Phone Number (Short answer)Include area code.
- Primary Contact Email (Short answer)Enter the primary email address for official correspondence.
- Number of Partners / Owners (Dropdown)Indicate how many individuals hold an ownership stake in the business.
- Partner #1 Details (Paragraph)Provide the full name, address, phone number, email, and ownership percentage for Partner 1.
- Partner #2 Details (Paragraph)If applicable, provide details for Partner 2 (Name, Address, Phone, Email, Ownership %).
- Payroll Status (Multiple choice)Does your business currently run payroll for employees?
- Number of Employees (Short answer)Enter the approximate number of W-2 employees currently on staff.
- Contract Labor Status (Multiple choice)Do you hire independent contractors and issue Form 1099s?
- Sales Tax Filing Status (Multiple choice)Are you registered to collect and remit sales tax?
- Sales Tax Account Number & Filing Frequency (Paragraph)If applicable, provide your sales tax account number and how often you file (Monthly, Quarterly, Annually).
- Accounting Software Used (Dropdown)Select your primary bookkeeping or accounting platform.
- Accounting Method Used (Multiple choice)Indicate your primary method of accounting for tax and reporting purposes.
FAQ
What is the primary purpose of this accounting client profile form?
It streamlines the client onboarding process by capturing essential business data, tax credentials, ownership breakdowns, and software preferences in a single structured Google Form.
Can I customize the questions to fit my firm's specific intake requirements?
Yes. Once you convert or open this template in Google Forms, you can freely add, remove, or edit any questions to match your practice's exact workflow.
How do my clients access and complete this form?
You can share the form via a direct link, email it to your new client, or embed it on your firm's secure website for easy completion on any desktop or mobile device.
How are responses organized after submission?
All client responses flow directly into a connected Google Sheet, giving your team an instant, searchable database of client profile details.
Is this template free to use?
Yes! This template is completely free to set up and deploy using Doc2Form.
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.