Form templates for accountants & bookkeepers
Accounting and bookkeeping practices run on the same few questions asked in the right order: entity type, fiscal year end, who prepared last year's return. This page gathers the forms that ask them — new client intake, tax organisers, payroll and audit-prep enquiries, and the invoice traffic a finance team handles all year.
144 use cases24 templates8 categories
The work arrives in waves. 1099-NEC filings in January, partnership and S-corp returns in March, a nonprofit board asking in autumn about its Form 990 audit. A form left live through each of those seasons starts the conversation before anyone picks up the phone.
Most of what a client types is sensitive — bank details, trust balances, a notice from the IRS — so encryption and EU hosting matter here more than layout does.
136 forms accountants & bookkeepers actually build
Each one starts from a template you can open and edit. Grouped by the kind of form it is.
Finance form templates
- Freelancer Invoice Submission FormLets independent contractors submit invoices with project code, hours worked, and payment method preference without emailing the finance team directly.Start fromInvoice Request Form
- Marketing Vendor Invoice FormCaptures invoices from advertising agencies, print vendors, and media buyers with campaign name and budget line item for accurate cost allocation.Start fromInvoice Request Form
- IT Vendor Invoice RequestStandardizes software license, hardware, and SaaS subscription invoices with license key and service period fields for IT procurement tracking.Start fromInvoice Request Form
- Construction Subcontractor Invoice FormCollects invoice submissions from subcontractors including job site, work phase, and retention amount for progress billing on large projects.Start fromInvoice Request Form
- Healthcare Supplier Invoice FormProcesses invoices from medical supply vendors with lot number and delivery confirmation fields required for compliance documentation.Start fromInvoice Request Form
- Event Vendor Payment Request FormGathers invoices from caterers, A/V companies, and venue operators after events with event date and event code for budget reconciliation.Start fromInvoice Request Form
- Law Firm Disbursement Invoice FormHandles invoices from court reporters, expert witnesses, and process servers with matter number and billing timekeeper for client cost recovery.Start fromInvoice Request Form
- Restaurant Supplier Invoice FormProcesses food and beverage distributor invoices with delivery date, invoice number, and receiving confirmation for weekly payment runs.Start fromInvoice Request Form
- Property Management Contractor Invoice FormCollects maintenance and repair invoices from contractors with property address, unit number, and work order reference for tenant charge-back.Start fromInvoice Request Form
- Nonprofit Grant Vendor Invoice FormStandardizes invoices tied to grant-funded projects with grant code and allowable expense category for funder reporting and audits.Start fromInvoice Request Form
- Staffing Agency Invoice FormCaptures temp agency billing with employee name, pay period, hours, and bill rate for weekly reconciliation against timesheet records.Start fromInvoice Request Form
- University Department Invoice Request FormProcesses invoices from external speakers, consultants, and service providers with department index code and requisition number for university procurement.Start fromInvoice Request Form
- CPA Firm New Client IntakeCollects entity type, prior-year accountant status, and fiscal year end to help partners assign clients to the right team before the first meeting.Start fromAccounting Client Intake Form
- Sole Practitioner Tax Client OnboardingLets a solo tax preparer qualify individual and small-business clients quickly by capturing software use and services needed before the engagement letter is sent.Start fromAccounting Client Intake Form
- Virtual Accounting Firm IntakeGathers entity details and accounting challenges from remote clients who may never meet their accountant in person, creating a thorough digital paper trail from day one.Start fromAccounting Client Intake Form
- Bookkeeper New Business Client IntakeScreens prospective bookkeeping clients by capturing monthly transaction volume, current software, and desired services before quoting a monthly retainer.Start fromAccounting Client Intake Form
- Tax Resolution Service IntakeCollects information from clients dealing with IRS notices or back taxes, including entity type and prior accountant history, to scope resolution work accurately.Start fromAccounting Client Intake Form
- Nonprofit Accounting Client IntakeTailored for nonprofit clients, capturing fiscal year, grant reporting needs, and whether they have audited financials, to plan compliance work correctly.Start fromAccounting Client Intake Form
- Real Estate Investor Accounting IntakeDesigned for landlords and investors to describe rental income sources, entity structures, and depreciation tracking needs before onboarding.Start fromAccounting Client Intake Form
- E-commerce Business Accounting IntakeCaptures online seller details including sales channels, payment processors, and inventory accounting challenges to scope bookkeeping and tax services.Start fromAccounting Client Intake Form
- Construction Contractor Accounting IntakeCollects job-costing needs, payroll headcount, and prevailing wage requirements from contractors who need industry-specific accounting support.Start fromAccounting Client Intake Form
- Restaurant / Food Service Accounting IntakeGathers tip reporting, payroll frequency, and inventory tracking requirements from restaurant clients before the first engagement call.Start fromAccounting Client Intake Form
- Medical Practice Accounting IntakeCaptures entity structure, billing software, and payroll size from healthcare providers requiring specialized accounting and compliance support.Start fromAccounting Client Intake Form
- Law Firm New Client Accounting IntakeCollects trust account management needs, partner draw structures, and practice area details from law firms seeking dedicated legal accounting services.Start fromAccounting Client Intake Form
- Franchise Accounting Client IntakeGathers royalty reporting requirements, franchisor-mandated chart of accounts details, and multi-location setup from franchisee accounting clients.Start fromAccounting Client Intake Form
- Startup Accounting Onboarding FormCaptures investor reporting needs, equity structure, and burn rate tracking goals from early-stage companies seeking their first outsourced accountant.Start fromAccounting Client Intake Form
- Individual Federal Tax OrganizerGuides W-2 employees through income sources, deductions, and life events before a standard 1040 preparation appointment.Start fromTax Organizer Questionnaire
- Self-Employed / Freelancer Tax OrganizerCaptures 1099 income totals, home office details, vehicle mileage, and business expense categories from sole proprietors and gig workers.Start fromTax Organizer Questionnaire
- Small Business Owner Tax QuestionnaireCollects pass-through income details, owner's draw vs. salary structure, and business asset purchases for Schedule K-1 and S-Corp return preparation.Start fromTax Organizer Questionnaire
- Rental Property Owner Tax OrganizerGathers rental income, vacancy periods, maintenance expenses, and depreciation schedule data from landlords with one or more properties.Start fromTax Organizer Questionnaire
- Retiree Tax OrganizerFocuses on Social Security benefit amounts, pension and RMD distributions, investment income, and Medicare premium deductions for retired clients.Start fromTax Organizer Questionnaire
- First-Time Filer Tax QuestionnaireWalks first-time filers through the basics — W-2s, student loan interest, educational credits, and filing status — with plain-language prompts.Start fromTax Organizer Questionnaire
- Expat / Foreign Income Tax OrganizerIncludes foreign earned income exclusion, FBAR obligation flags, foreign tax credit details, and treaty country questions for US citizens living abroad.Start fromTax Organizer Questionnaire
- Divorce-Year Tax OrganizerCaptures alimony treatment election, dependent allocation agreements, and home sale proceeds information for clients whose marital status changed during the year.Start fromTax Organizer Questionnaire
- Estate & Trust Tax OrganizerCollects fiduciary income, beneficiary distribution details, and deductible expenses from trustees and executors filing Form 1041.Start fromTax Organizer Questionnaire
- Agricultural / Farm Tax OrganizerGathers crop sales, livestock income, farm expense categories, and equipment depreciation from farming clients filing Schedule F.Start fromTax Organizer Questionnaire
- Clergy & Religious Worker Tax OrganizerAddresses housing allowance exclusions, self-employment tax on ministerial income, and parsonage valuations for clergy members.Start fromTax Organizer Questionnaire
- College Student Tax OrganizerFocuses on scholarship and grant taxability, education credits, tuition deductions, and part-time income from students filing their own returns.Start fromTax Organizer Questionnaire
- Seasonal Worker / Multiple W-2 OrganizerHelps clients with multiple employers in a year consolidate all W-2 data, confirm withholding adequacy, and report any side income accurately.Start fromTax Organizer Questionnaire
- Cryptocurrency Investor Tax OrganizerCaptures exchange transaction history, staking income, airdrops received, and NFT sales data from clients with digital asset activity.Start fromTax Organizer Questionnaire
- QuickBooks Online Bookkeeping InquiryTargets small businesses already using QBO, asking about current usage depth, add-on needs, and whether they need a QuickBooks-certified bookkeeper.Start fromBookkeeping Services Inquiry
- Restaurant Bookkeeping Inquiry FormCaptures tip reporting requirements, POS system used, daily sales reconciliation needs, and payroll complexity specific to food service businesses.Start fromBookkeeping Services Inquiry
- E-commerce Seller Bookkeeping InquiryGathers sales channel information (Amazon, Shopify, Etsy), payment processor details, and inventory tracking methods from online sellers.Start fromBookkeeping Services Inquiry
- Construction Company Bookkeeping InquiryAsks about job costing requirements, subcontractor 1099 tracking, prevailing wage obligations, and AIA billing format needs.Start fromBookkeeping Services Inquiry
- Real Estate Investor Bookkeeping InquiryCollects property count, entity structure, and property management software used from landlords seeking dedicated real estate bookkeeping.Start fromBookkeeping Services Inquiry
- Nonprofit Bookkeeping InquiryCaptures fund accounting needs, grant tracking requirements, and Form 990 preparation timeline from nonprofit organizations seeking bookkeeping support.Start fromBookkeeping Services Inquiry
- Medical Practice Bookkeeping InquiryGathers insurance billing software, provider count, and patient billing complexity from healthcare practices seeking specialized bookkeeping services.Start fromBookkeeping Services Inquiry
- Law Firm Bookkeeping InquiryAsks about IOLTA trust accounting requirements, billing software, and partner draw structure from law firms needing legal accounting expertise.Start fromBookkeeping Services Inquiry
- Startup Bookkeeping Inquiry FormCaptures funding stage, investor reporting needs, and burn rate tracking requirements from early-stage companies setting up their books for the first time.Start fromBookkeeping Services Inquiry
- Freelancer / Solopreneur Bookkeeping InquiryDesigned for self-employed individuals who need quarterly tax estimates, 1099 tracking, and year-end profit-and-loss statements at an affordable monthly rate.Start fromBookkeeping Services Inquiry
- Retail Store Bookkeeping InquiryCollects POS system type, inventory method, and sales tax nexus states from brick-and-mortar retailers with multi-channel sales.Start fromBookkeeping Services Inquiry
- Property Management Company Bookkeeping InquiryGathers owner distribution reporting needs, maintenance expense tracking, and escrow account reconciliation requirements from property managers.Start fromBookkeeping Services Inquiry
- Catchup / Backlog Bookkeeping RequestSpecifically targets businesses that have fallen behind on their books, asking how many months are unreconciled and the current state of their records.Start fromBookkeeping Services Inquiry
- Virtual CFO Bookkeeping InquiryScreens businesses seeking higher-level financial oversight alongside bookkeeping, capturing KPI reporting needs, board presentation requirements, and budget-to-actual analysis goals.Start fromBookkeeping Services Inquiry
- Restaurant Payroll Inquiry FormCaptures tipped employee handling, tip credit elections, variable scheduling, and state tip regulations specific to food service employers.Start fromPayroll Services Inquiry
- Construction Company Payroll InquiryAsks about prevailing wage compliance, certified payroll reporting, union dues deductions, and worker classification for subcontractors.Start fromPayroll Services Inquiry
- Healthcare Practice Payroll InquiryGathers shift differential pay requirements, on-call pay rules, and multi-provider practice structure from medical and dental offices.Start fromPayroll Services Inquiry
- Nonprofit Payroll Inquiry FormCaptures grant-funded position tracking, FUTA exemption status, and volunteer stipend handling requirements from tax-exempt organizations.Start fromPayroll Services Inquiry
- Retail Business Payroll InquiryCollects seasonal headcount fluctuations, commission structure, POS system integration needs, and part-time worker classification from retail employers.Start fromPayroll Services Inquiry
- Multi-State Employer Payroll InquirySpecifically addresses state income tax withholding complexity, state unemployment insurance registrations, and reciprocity agreements for businesses with employees in multiple states.Start fromPayroll Services Inquiry
- Startup First-Time Payroll Setup InquiryGuides early-stage companies through their first payroll setup by capturing equity comp treatment, founder pay structure, and benefits integration needs.Start fromPayroll Services Inquiry
- Agricultural / Farm Payroll InquiryAsks about H-2A visa worker handling, agricultural exemptions to FLSA, piece-rate pay calculation, and seasonal worker onboarding volume.Start fromPayroll Services Inquiry
- Household Employer Payroll InquiryDesigned for families hiring nannies, housekeepers, or personal care workers who need Schedule H preparation and nanny tax compliance support.Start fromPayroll Services Inquiry
- Professional Services Firm Payroll InquiryCaptures partner draw structures, shareholder-employee compensation, and bonuses tied to billable hours for law firms, consulting firms, and agencies.Start fromPayroll Services Inquiry
- Manufacturing Company Payroll InquiryAsks about shift differential pay, overtime calculation complexity, union contract compliance, and piece-rate worker tracking.Start fromPayroll Services Inquiry
- Franchise Payroll Inquiry FormGathers franchisor-required payroll reporting, multi-location headcount, and brand-standard compliance requirements from franchise business owners.Start fromPayroll Services Inquiry
- Payroll Migration Inquiry FormFocused specifically on businesses switching providers, capturing current software, last payroll date, data export capability, and reason for switching.Start fromPayroll Services Inquiry
- 1099 Contractor Management InquiryDesigned for businesses with primarily contractor workforces, capturing contractor count, payment methods, and 1099-NEC preparation timeline needs.Start fromPayroll Services Inquiry
- Nonprofit Annual Financial Statement Audit PrepGathers Form 990 data, grant schedules, board minutes, and prior audit findings from nonprofits preparing for their required annual audit.Start fromAudit Preparation Request
- IRS Tax Audit Preparation RequestHelps individuals and businesses document income, expenses, and substantiation for specific line items flagged in an IRS examination notice.Start fromAudit Preparation Request
- Single Audit (OMB Uniform Guidance) PreparationCaptures federal expenditure data, grant agreement terms, and subrecipient monitoring documentation for organizations subject to the Single Audit requirement.Start fromAudit Preparation Request
- Internal Audit Readiness Assessment RequestUsed by organizations commissioning an internal audit to describe process areas, prior audit findings, and specific control concerns for the audit scope.Start fromAudit Preparation Request
- Grant Compliance Audit Preparation FormCollects grantor agency, grant period, allowable cost categories, and financial reports previously submitted for organizations facing a programmatic grant audit.Start fromAudit Preparation Request
- Workers' Compensation Premium Audit PrepCaptures payroll by job class code, independent contractor payments, and subcontractor certificates of insurance for workers' comp premium audit preparation.Start fromAudit Preparation Request
- Sales Tax Audit Preparation RequestGathers nexus states, sales channels, exemption certificate management practices, and periods under audit from businesses facing a state sales tax examination.Start fromAudit Preparation Request
- Healthcare Organization Compliance Audit PrepCollects HIPAA compliance documentation, billing and coding review scope, and Medicare/Medicaid cost report data from healthcare providers under audit.Start fromAudit Preparation Request
- Construction Company WIP Audit PrepGathers work-in-progress schedules, subcontractor documentation, retainage accounting, and bonding requirements from contractors facing financial statement audits.Start fromAudit Preparation Request
- First-Time Audit Readiness Consultation RequestDesigned for organizations facing their first audit, asking what prompted it, what records they have, and what specific concerns they'd like help addressing.Start fromAudit Preparation Request
- Prior Audit Finding Remediation RequestFocused on organizations with repeat findings, capturing the specific conditions cited, management responses made, and corrective actions taken since the last audit.Start fromAudit Preparation Request
- Educational Institution Audit Preparation FormCollects Title I and federal program expenditure data, student record documentation, and financial aid compliance materials for school district audits.Start fromAudit Preparation Request
- HOA / Community Association Audit PrepGathers reserve fund documentation, special assessment records, and governing document compliance information for homeowner association annual audits.Start fromAudit Preparation Request
- Private Equity Portfolio Company Audit RequestCaptures investor reporting requirements, intercompany transaction details, and purchase accounting schedules from PE-backed companies undergoing year-end audits.Start fromAudit Preparation Request
- Tax Planning Consultation RequestCaptures tax year goals, estimated income changes, and planned transactions from individuals or business owners seeking proactive tax minimization strategies.Start fromCPA Consultation Request
- Business Entity Formation ConsultationCollects current business structure, revenue size, owner count, and growth plans from entrepreneurs deciding between LLC, S-Corp, C-Corp, or other entity types.Start fromCPA Consultation Request
- IRS Audit Response Consultation RequestLets clients share the specific IRS notice received, tax year under review, and preliminary concerns so the CPA can review the situation before the first call.Start fromCPA Consultation Request
- Estate Tax Planning Consultation FormGathers estimated estate value, beneficiary structure, charitable giving intentions, and family business ownership details from clients planning wealth transfer.Start fromCPA Consultation Request
- International Tax Consultation RequestCaptures residency status, foreign income sources, offshore account holdings, and treaty country of concern from expats or foreign nationals needing cross-border tax guidance.Start fromCPA Consultation Request
- Real Estate Investment Tax ConsultationCollects property count, entity structure, depreciation schedule status, and 1031 exchange timeline from real estate investors seeking tax-efficient strategies.Start fromCPA Consultation Request
- Retirement Tax Planning Consultation FormGathers Roth conversion interest, RMD planning needs, Social Security timing questions, and pension income details from clients approaching retirement.Start fromCPA Consultation Request
- Business Sale Tax Consultation RequestCaptures deal structure (asset vs. stock), estimated sale price, installment note interest, and capital gain expectations from business owners planning an exit.Start fromCPA Consultation Request
- Cryptocurrency Tax Consultation FormCollects exchange activity, staking and DeFi income, NFT sales, and IRS question history from digital asset investors needing specialized crypto tax guidance.Start fromCPA Consultation Request
- Startup Founder CPA Consultation RequestGathers funding stage, equity compensation structure, R&D credit eligibility questions, and investor reporting needs from early-stage founders seeking first CPA guidance.Start fromCPA Consultation Request
- Self-Employed Professional Consultation RequestCaptures quarterly estimated tax payment history, home office setup, vehicle use, and solo 401(k) contribution questions from freelancers and independent contractors.Start fromCPA Consultation Request
- Medical Professional Tax Consultation FormCollects practice structure, student loan repayment strategy questions, disability insurance deductibility, and retirement plan election needs from physicians and dentists.Start fromCPA Consultation Request
- Clergy & Religious Leader Tax ConsultationAddresses housing allowance exclusion elections, self-employment tax on ministerial income, and retirement plan options for pastors and religious workers.Start fromCPA Consultation Request
- Second Opinion CPA Consultation RequestDesigned for clients who received advice from another CPA and want an independent review before acting, capturing the specific advice received and their concerns about it.Start fromCPA Consultation Request
- Freelancer Invoice Submission FormLets independent contractors submit invoices with project code, hours worked, and hourly rate directly to the AP team.Start fromAccounts Payable Request Form
- Utility and Facilities Invoice SubmissionCaptures utility account numbers, service period, and invoice amounts for monthly facilities invoices across multiple locations.Start fromAccounts Payable Request Form
- Legal Services Invoice SubmissionCollects law firm billing details, matter number, and billing period for legal invoice processing and accrual tracking.Start fromAccounts Payable Request Form
- Construction Subcontractor Invoice FormGathers project number, work description, lien waiver status, and subcontractor license number for construction AP processing.Start fromAccounts Payable Request Form
- Software and SaaS Invoice ProcessingTracks software vendor invoices with subscription user count, license type, and renewal period for IT budget reconciliation.Start fromAccounts Payable Request Form
- Nonprofit Grant Expenditure Invoice FormProcesses vendor payments tied to specific grant programs with grant code and grant period fields for compliance reporting.Start fromAccounts Payable Request Form
- Staffing Agency Invoice FormCaptures placement type, billing period, and headcount for weekly or bi-weekly staffing agency invoice processing.Start fromAccounts Payable Request Form
- Marketing Vendor Invoice SubmissionProcesses advertising, design, and PR agency invoices with campaign name and marketing budget code for cost allocation.Start fromAccounts Payable Request Form
- Maintenance and Repair Services InvoiceCollects work order number, service date, and property or equipment identifier for facilities maintenance payment processing.Start fromAccounts Payable Request Form
- Year-End Charitable Giving Receipt RequestProcesses December donor requests for consolidated annual giving statements needed for tax filing before April deadlines.Start fromDonation Tax Receipt Request Form
- In-Kind Donation Acknowledgment RequestCollects item descriptions and fair market value estimates for donated goods like clothing, equipment, or food bank contributions.Start fromDonation Tax Receipt Request Form
- Stock and Securities Donation ReceiptGathers stock transfer details, brokerage information, and number of shares for non-cash securities charitable gift receipts.Start fromDonation Tax Receipt Request Form
- Cryptocurrency Donation AcknowledgmentDocuments crypto gift type, wallet transaction ID, and token quantity for IRS-compliant virtual currency donation receipts.Start fromDonation Tax Receipt Request Form
- Church Tithe and Offering Receipt RequestAllows church members to request annual giving statements for tithing, special offerings, and building fund contributions.Start fromDonation Tax Receipt Request Form
- University Alumni Donation ReceiptProcesses alumni donor receipt requests tied to specific scholarship funds, athletic programs, or departmental endowments.Start fromDonation Tax Receipt Request Form
- Gala or Fundraising Event Donation ReceiptIssues receipts for event ticket purchases and paddle raise donations with deductible vs. non-deductible amount separation.Start fromDonation Tax Receipt Request Form
- Volunteer Services Mileage Reimbursement ReceiptDocuments volunteer mileage driven in service of a nonprofit for the IRS-allowed mileage deduction for charitable service.Start fromDonation Tax Receipt Request Form
- Corporate Matching Gift Documentation RequestSupports donors needing official nonprofit documentation to submit to their employer's corporate matching gift program.Start fromDonation Tax Receipt Request Form
- Memorial or Tribute Donation ReceiptIssues tax receipts for donations made in honor or memory of an individual, with acknowledgment sent to both donor and honoree family.Start fromDonation Tax Receipt Request Form
- Disaster Relief Donation AcknowledgmentRapidly processes tax receipts for emergency appeal donations following natural disasters or humanitarian crises.Start fromDonation Tax Receipt Request Form
- Donor-Advised Fund Grant Receipt RequestHandles receipt requests for grants distributed from donor-advised funds to eligible charitable organizations.Start fromDonation Tax Receipt Request Form
- Overdue Invoice Escalation FormProcesses escalation inquiries for invoices significantly past their due date, with a field for number of days past due.Start fromVendor Payment Status Inquiry Form
- Duplicate Invoice Payment RequestAllows vendors who received two payments for the same invoice to report the duplication and coordinate the return of excess funds.Start fromVendor Payment Status Inquiry Form
- Mid-Year Bookkeeping Takeover FormFor a client switching bookkeeper part-way through the year, where opening balances, the last closed period and professional clearance are the whole job.Start fromBookkeeping Client Onboarding Form
- Xero Client Onboarding FormNarrow the platform dropdown to Xero and use the access question to drive advisor-portal invitations for every new client.Start fromBookkeeping Client Onboarding Form
- QuickBooks Online Onboarding Checklist FormA structured setup record for practices standardising on QuickBooks Online, covering feeds, chart of accounts and document delivery.Start fromBookkeeping Client Onboarding Form
- Catch-Up Bookkeeping Intake FormFor clients who are months behind, where the last closed period and the known-issues field decide how the catch-up work is scoped and priced.Start fromBookkeeping Client Onboarding Form
- Spreadsheet-to-Cloud Migration FormFor a client moving off spreadsheets, where there is no prior platform and the chart of accounts is being designed from scratch.Start fromBookkeeping Client Onboarding Form
- VAT-Registered Small Business OnboardingUses the registration status, scheme and deadline fields to get the first return right rather than discovering the scheme after the period closes.Start fromBookkeeping Client Onboarding Form
- Payroll and Bookkeeping Combined OnboardingFor practices delivering both, capturing the payroll provider and pay frequency alongside the ledger setup so the journals line up.Start fromBookkeeping Client Onboarding Form
- Non-Profit Bookkeeping Onboarding FormFund and grant reporting handled through the chart-of-accounts preferences and the deadlines field, where grant reporting dates are as hard as statutory ones.Start fromBookkeeping Client Onboarding Form
- E-Commerce Seller Bookkeeping SetupPayment processors listed alongside bank accounts, and multi-jurisdiction sales tax recorded before the first month is coded.Start fromBookkeeping Client Onboarding Form
- Construction and Trades Bookkeeping OnboardingSubcontractor deduction schemes, job costing and retentions captured through the chart-of-accounts and scope fields.Start fromBookkeeping Client Onboarding Form
- Franchise Bookkeeping Onboarding FormWhere the franchisor prescribes the chart of accounts and reporting pack, and the form records the constraint before setup begins.Start fromBookkeeping Client Onboarding Form
- Annual Bookkeeping Refresh FormRe-sent to existing clients each year to catch changed approvers, changed platforms and changed deadlines before they cause a missed filing.Start fromBookkeeping Client Onboarding Form
Human Resources form templates
- Finance & Accounting Temp RegistrationRecords CPA status, accounting software proficiency (QuickBooks, NetSuite, SAP), and preference for interim CFO, controller, or staff accountant roles.Start fromStaffing Agency Candidate Registration
- Accounting Temp Conversion ReviewEvaluates a temp accountant's accuracy, deadline adherence, and cross-team collaboration before a controller recommends full-time onboarding.Start fromTemp-to-Hire Evaluation Form
- Finance & Accounting Staffing InquiryGathers position type (controller, AP clerk, staff accountant), software requirements, and interim vs. permanent urgency from CFOs covering capacity gaps.Start fromStaffing Agency Client Inquiry
- Tax Season Temporary Staff FormAdapt the window to a filing deadline, drop the outdoor wording from the physical acknowledgement, and keep the hard end date.Start fromSeasonal Worker Application Form
- Management Standards AuditTest whether the management standards your company published are recognisable to the people they are supposed to protect, by rewording the ten statements to match them.Start fromManager Effectiveness Survey
What accountants & bookkeepers usually collect
Entity and fiscal basics
Entity type, fiscal year end, prior-year accountant, software already in use, monthly transaction volume. These are the answers that decide which team a new client lands with, and what the retainer should be.
Tax-year specifics
1099 totals, home office and mileage, owner's draw against salary, foreign accounts that trigger an FBAR flag, crypto exchange and staking activity. Which of these apply depends entirely on who the filer is.
Vendor and invoice fields
Invoice number, service period, job or matter reference, retainage and lien waiver status from subcontractors, grant code where the spend is reportable to a funder. Enough detail to code the entry without a follow-up email.
The paperwork behind the answers
A File Upload field carries the document in with the figures — the IRS notice, last year's return, a signed lien waiver, the grant agreement an auditor will ask for. Files are capped at 2 MB each, so a full scanned tax packet is better left in the client portal with a short text field pointing at it.
24 templates to start from
- Accounting Client Intake FormOnboard new accounting clients with entity type, services, and goals.
- Audit Preparation RequestHelp organizations prepare for financial, tax, or grant audits.
- Bookkeeping Services InquiryQualify bookkeeping prospects with industry, volume, and budget questions.
- CPA Consultation RequestLet prospects request a CPA consultation with topic, urgency, and context.
- Payroll Services InquiryCapture employee count, pay frequency, and payroll needs from prospects.
- Tax Organizer QuestionnaireGather income, deductions, and life changes from tax clients before prep.
- Bookkeeping Client Onboarding FormTake a signed client's books over cleanly — platform access, opening balances, and the deadlines that cannot slip.
- Donation Tax Receipt Request FormLet donors request official tax receipts for charitable contributions.
- Invoice Request FormStreamline vendor invoice submissions with structured payment details.
- Accounts Payable Request FormStandardize invoice submission and payment processing requests from vendors.
- Vendor Payment Status Inquiry FormLet vendors inquire about unpaid or delayed invoices through a structured form.
- Contractor Agreement Request FormRequest a contractor agreement by providing project scope, payment terms, and key provisions.
- Customer Onboarding SurveyUnderstand new customers' goals and technical needs from day one.
- Freelancer Client TestimonialCollect structured client testimonials with ratings across key dimensions.
- Manager Effectiveness SurveyUpward feedback from a manager's own team on clarity, coaching, fairness and recognition.
- Product Feature VoteLet customers vote on which product features belong on your next roadmap.
- Product Finder QuizMatch customers to the right product with a short, personalized quiz.
- Professional Association Membership ApplicationCollect professional credentials, tier selection, and ethics agreement from applicants.
- Property Appraisal RequestLet property owners request professional appraisals with all relevant details upfront.
- Remote Work Opportunity InquiryLet candidates express interest in remote roles with a structured inquiry form.
- Seasonal Worker Application FormSeason dates, shift and holiday availability, returning-worker status, transport and accommodation.
- Staffing Agency Candidate RegistrationRegister new candidates and capture skills, availability, and work preferences.
- Staffing Agency Client InquiryCapture employer staffing needs, position details, and engagement type preferences.
- Temp-to-Hire Evaluation FormHelp supervisors evaluate temp workers being considered for permanent hire.
How to set one up
- 1
Begin with the Accounting Client Intake Form and retype its questions in the words you use on a first call — entity type, fiscal year end, who prepared last year's return.
- 2
Branch the rest with conditional logic: a rental answer opens depreciation questions, a digital-assets answer opens exchange and staking fields, and clients who tick neither see neither.
- 3
Add a File Upload field wherever an answer needs a document behind it, and name what you expect — last year's return, the depreciation schedule, the grant agreement — with a short text field beside it for anything over 2 MB.
- 4
Publish it where the season starts: embedded on your services page in two lines of HTML, linked from the January client letter, or as a QR code on the card at reception.
- 5
Route submissions onward with a webhook or Zapier so each one raises a task in your practice management tool, then filter and export the season's responses once the deadline passes.
Frequently asked questions
Can clients attach their W-2s and receipts to the form?
Yes. File Upload is a field type in the editor, so the W-2, the closing statement or a photo of the mileage log arrives on the same submission as the typed answers, and you download or preview each one from the response. Files are capped at 2 MB each, so a year of scanned receipts is better left where it already lives with a short text field pointing at it.
Can one tax questionnaire handle individuals, landlords and self-employed clients?
Yes, and conditional logic is what makes it workable. A rental answer opens vacancy periods and the depreciation schedule; a Schedule F answer opens crop, livestock and equipment questions; a clergy answer opens the housing allowance. Everyone else skips all of it, so you maintain one form rather than fourteen.
Is it safe to collect bank details or IRS notice information on a web form?
Sensitive fields belong on an end-to-end encrypted form — bank details on a payroll enquiry, a trust account question on a law firm intake, the notice number off an IRS letter. Attachments on an encrypted form are encrypted the same way and decrypt in your browser, so a scanned notice is no more exposed than the typed fields around it. Everything is encrypted in transit and at rest, EU hosting is available, and formformform is fully GDPR compliant.
Will submissions reach QuickBooks or our practice management system?
QuickBooks and Xero are among the 60+ apps reachable through Zapier: a submission fires the trigger and Zapier creates the matching record — a customer from a new client intake, an invoice or estimate from an AP request. For a practice management tool with its own API, a real-time webhook hits your endpoint the moment someone submits. The direction is one way only: a submission pushes out, and nothing syncs back into the form.
Can vendors and subcontractors send invoices through a form instead of by email?
Yes. Vendors and subcontractors can submit invoice details and supporting files through a form instead of email. Hosted checkout collects money from respondents; it does not replace the organisation's accounts-payable run for paying vendors.
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