# 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.

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.

Canonical: https://reuily.com/templates/bookkeeping-client-intake-form
Use this template: https://reuily.com/form/from-template/bookkeeping-client-intake-form
Collections: Requests & Intake, Professional Services, Accounting & Bookkeeping
Last updated: 2026-10-24

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: What's your business name? (Short Text, required)
- Question 5: What type of business entity is it? (Single Choice, required). Options: Sole proprietor; Single member LLC; Partnership or multi member LLC; S corp; C corp; Nonprofit; Not sure
- Question 6: What does your business do? (Short Text, required)
- Question 7: Which accounting software do you use? (Single Choice, required). Options: QuickBooks Online; QuickBooks Desktop; Xero; Wave; Spreadsheets; None yet
- Question 8: How many bank and credit card accounts does the business have? (Number, required)
- Question 9: Roughly how many transactions do you have each month? (Single Choice, required). Options: Under 50; 50 to 200; 200 to 500; More than 500
- Question 10: How up to date are your books? (Single Choice, required). Options: Up to date; 1 to 3 months behind; 3 to 12 months behind; More than a year behind
- Question 11: Which services do you need? (Multiple Choice, required). Options: Monthly bookkeeping; Catch up bookkeeping; Payroll; Sales tax filing; Invoicing and bills; Financial reports; Tax prep
- Question 12: Do you have employees on payroll? (Yes / No, required)
- Question 13: Do you collect sales tax? (Yes / No, required)
- Question 14: Upload recent bank statements and last year's tax return (File, optional)
- Question 15: Anything else we should know? (Long Text, optional)

## 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

## 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.