Start every client relationship with the right information. This accounting client intake form captures entity type, services needed, current software, and goals so you can prepare for a productive first meeting. Works for CPAs, bookkeepers, tax preparers, and accounting firms of any size.
An accounting client intake form is the foundation of every productive client engagement. Rather than spending the first meeting gathering basic information, you can arrive already knowing the client's entity type, fiscal year, current software, and pain points — leaving more time for advice and strategy. A well-designed intake process also signals professionalism and builds trust before the first invoice.
This template covers the full spectrum of accounting client types, from individual tax filers to multi-member LLCs and nonprofits. The services checklist lets clients self-identify their needs, which helps you scope the engagement accurately and avoid scope creep. The open-ended challenges field often surfaces the most valuable information — clients will describe backlogs, upcoming audits, or compliance anxieties that wouldn't come up in a structured question.
formformform makes it easy to deploy this intake form on your firm's website, share it via a direct link in your email signature, or embed it in a client portal. Every submission lands in your dashboard and triggers an instant email notification, so no new client inquiry goes unnoticed.
Collects entity type, prior-year accountant status, and fiscal year end to help partners assign clients to the right team before the first meeting.
Lets a solo tax preparer qualify individual and small-business clients quickly by capturing software use and services needed before the engagement letter is sent.
Gathers 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.
Screens prospective bookkeeping clients by capturing monthly transaction volume, current software, and desired services before quoting a monthly retainer.
Collects information from clients dealing with IRS notices or back taxes, including entity type and prior accountant history, to scope resolution work accurately.
Tailored for nonprofit clients, capturing fiscal year, grant reporting needs, and whether they have audited financials, to plan compliance work correctly.
Designed for landlords and investors to describe rental income sources, entity structures, and depreciation tracking needs before onboarding.
Captures online seller details including sales channels, payment processors, and inventory accounting challenges to scope bookkeeping and tax services.
Collects job-costing needs, payroll headcount, and prevailing wage requirements from contractors who need industry-specific accounting support.
Gathers tip reporting, payroll frequency, and inventory tracking requirements from restaurant clients before the first engagement call.
Captures entity structure, billing software, and payroll size from healthcare providers requiring specialized accounting and compliance support.
Collects trust account management needs, partner draw structures, and practice area details from law firms seeking dedicated legal accounting services.
Gathers royalty reporting requirements, franchisor-mandated chart of accounts details, and multi-location setup from franchisee accounting clients.
Captures investor reporting needs, equity structure, and burn rate tracking goals from early-stage companies seeking their first outsourced accountant.
Click 'Use this template' to copy this form into your formformform account.
Review the entity type and services options and add or remove any that don't match your practice.
Add your firm's notification email so every intake submission reaches your inbox immediately.
Optionally add a paragraph field with your firm's privacy policy or confidentiality statement.
Publish the form and share the link on your website, in email outreach, or in your email signature.
View all submissions in your formformform dashboard and export to CSV when needed.
it immediately flags non-calendar-year clients who need different deadlines and planning windows.
not every individual tax client uses accounting software, and making it required can cause confusion.
open-ended answers about pain points give you a sales and service edge before the first call.
avoid obscure service names that clients won't recognize.
intake forms signal interest; a prompt follow-up dramatically improves conversion to paid engagement.
placing the intake form next to your service descriptions reduces friction for prospects who are ready to start.
At minimum: contact details, entity type, fiscal year end, services needed, and any current software or existing accountant. An open-ended challenges or goals field is also highly valuable for scoping the engagement.
formformform doesn't currently support file uploads, but you can add a paragraph field directing clients to email prior returns separately, or link to a secure file-sharing service.
Set your notification email in the form settings. Every submission sends an instant email with all the client's responses, so your intake coordinator or scheduling team is alerted right away.
Yes — the entity type dropdown includes both Individual/Personal and all common business structures. The business name field is optional so individual clients aren't confused.
Absolutely. Open the form editor, click the services checkbox field, and edit the options to match exactly what your firm offers.
Gather income, deductions, and life changes from tax clients before prep.
Qualify bookkeeping prospects with industry, volume, and budget questions.
Let prospects request a CPA consultation with topic, urgency, and context.
Gather client financial goals, risk tolerance, and situation before planning sessions.
Streamline vendor invoice submissions with structured payment details.
Free forever. No credit card required. Customize everything.
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