Bookkeeping Client Intake Form Template
A free bookkeeping client intake form for bookkeepers and accountants. New clients share their software, accounts and volume so setup starts with the facts.
Customize the pages and design to fit your needs.
About this template
Collect each new client's entity type, accounting software, bank and card accounts, monthly transaction volume, payroll and sales tax needs, and how far behind the books are. Clients upload statements and last year's return in the same form.
Common uses
- Bookkeepers onboarding clients
- Catch up bookkeeping projects
- Accounting firms adding monthly clients
Key features
- Software, accounts and volume
- Statement and return uploads
- Services the client needs
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's your business name?
Short Text
What type of business entity is it?
Single Choice · Sole proprietor, Single member LLC, Partnership or multi member LLC, S corp, C corp, Nonprofit, Not sure
What does your business do?
Short Text
Which accounting software do you use?
Single Choice · QuickBooks Online, QuickBooks Desktop, Xero, Wave, Spreadsheets, None yet
How many bank and credit card accounts does the business have?
Number
Roughly how many transactions do you have each month?
Single Choice · Under 50, 50 to 200, 200 to 500, More than 500
How up to date are your books?
Single Choice · Up to date, 1 to 3 months behind, 3 to 12 months behind, More than a year behind
Which services do you need?
Multiple Choice · Monthly bookkeeping, Catch up bookkeeping, Payroll, Sales tax filing, Invoicing and bills, Financial reports, Tax prep
Do you have employees on payroll?
Yes / No
Do you collect sales tax?
Yes / No
Upload recent bank statements and last year's tax return
File · Optional
Anything else we should know?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What should a bookkeeping client intake ask?
The entity type, accounting software, number of accounts, monthly transaction volume, how far behind the books are, and whether the client runs payroll or collects sales tax.
Can I use the answers to price the work?
Yes. Transaction volume, accounts and catch up months are the main things that set the monthly fee, and they all arrive before your first call.
Should clients share passwords in this form?
No. Use the form for details and statements, and ask clients to invite you to their software and bank feeds directly.