Accounting client intake form template
Onboard a new tax or bookkeeping client: personal or business, filing status or structure, the services they need and their current accountant.
26 questions · about 6 min · logic · prefill from the link
- No sign-up to start
- Unlimited responses on Free
Your name
Phone
Postal address
How should we contact you?
Who is this for?
What you get back
Every response lands in your results the moment it is sent. Turn on email notifications and each one arrives like this, and the same answers become a row in your spreadsheet.
From PulseFormCreator
Subject New response to Become a client
- Your name
- Marcus Webb
- marcus.webb@example.com
- Phone
- +15035550148
- Postal address
- 1420 SE Hawthorne Blvd, Portland OR 97214, United States
- How should we contact you?
- Who is this for?
- Me and my business
and 18 more answers
| submitted_at | Your name | Phone | Postal address | How should we contact you? | |
|---|---|---|---|---|---|
| 2026-09-22T09:41:00.000Z | Marcus Webb | marcus.webb@example.com | +15035550148 | 1420 SE Hawthorne Blvd, Portland OR 97214, United States |
The first 6 of 41 columns. Export to CSV or Excel, or send each response to Google Sheets, Notion, Airtable, Slack or a webhook as it arrives, all on the free plan. The answers above are made up.
What this form asks, and why
The last column shows how many of the 22 real accounting client intake forms we read ask the same thing.
| Question | Why it is there | Real forms |
|---|---|---|
| Your name Required | Asked on every form we read. | 22 of 22 forms |
| Email Required | Where the engagement letter and portal invitation go. | 22 of 22 forms |
| Phone Required | Accountants ring to book the first meeting. | 22 of 22 forms |
| Postal address Required | For the engagement letter and, later, the return. | 22 of 22 forms |
| How should we contact you? | Optional, for firms that text reminders. | 6 of 22 forms |
| Who is this for? Required | Replaces separate personal and business forms. | Our own recommendation |
| Spouse or partner’s name Only when “Who is this for?” is Me and my spouse or partner | Only the name for now. 13 of 22 forms have a spouse section. | 13 of 22 forms |
| Filing status Only when “Who is this for?” is Just me, Me and my spouse or partner or Me and my business | Decides which return and credits apply. | 12 of 22 forms |
| Your occupation Only when “Who is this for?” is Just me, Me and my spouse or partner or Me and my business | Hints at deductions and self-employment. | 13 of 22 forms |
| How many dependants do you have? Only when “Who is this for?” is Just me, Me and my spouse or partner or Me and my business | A count scopes the work; names and IDs wait. | 14 of 22 forms |
| Business legal name Required Only when “Who is this for?” is My business or Me and my business | The name on the engagement letter. | 12 of 22 forms |
| Business structure Required Only when “Who is this for?” is My business or Me and my business | Decides which return, and so the fee. | 9 of 22 forms |
| What does the business do? Only when “Who is this for?” is My business or Me and my business | Activity and industry in one box. | 5 of 22 forms |
| When did the business start? Only when “Who is this for?” is My business or Me and my business | A new entity, or one with a filing history. | 9 of 22 forms |
| Financial year-end Only when “Who is this for?” is My business or Me and my business | Only 2 of 22 forms ask, but a non-calendar year moves every deadline. | 2 of 22 forms |
| How many employees? Only when “Who is this for?” is My business or Me and my business | Payroll is priced on headcount. | 3 of 22 forms |
| Which accounting software do you use? Only when “Who is this for?” is My business or Me and my business | Decides how you get access, and whether a conversion is needed. | 6 of 22 forms |
| Who does your bookkeeping now? Only when “Who is this for?” is My business or Me and my business | Scopes the catch-up work. | 3 of 22 forms |
| Which services do you need? Required | The routing question. Edit it to what you offer. | 7 of 22 forms |
| Roughly how many transactions a month? Only when “Which services do you need?” is Bookkeeping | Shown for bookkeeping, which is priced on volume. | 1 of 22 forms |
| Do you have an accountant now? | Asked on 3 of 22 forms, all of them business questionnaires. | 3 of 22 forms |
| What is prompting the change? Only when “Do you have an accountant now?” is Yes | Shown after a yes: what the last firm got wrong. | 3 of 22 forms |
| Have you had letters from the IRS or your state that you need help with? | A yes ends on a call-back screen. | 14 of 22 forms |
| Can you give us last year’s return? | The answer, not the file. | 13 of 22 forms |
| How did you hear about us? | Asked on 9 of 22 forms. | 9 of 22 forms |
| Anything else we should know? | The catch-all. | 10 of 22 forms |
What we left out
- Social Security, TFN and other tax ID numbers. 16 of 22 forms ask on day one; the IRS’s own volunteer sheet does not. Take them in your portal.
- Bank routing and account numbers. Asked on 10 of 22 forms, for refunds. Take them at filing, never in a form field.
- Accounting software passwords. 2 of 22 forms ask. Have the client invite you through the software’s accountant access instead.
What 22 real accounting client intake forms ask
In September 2026 we read 22 accounting client intake forms that organisations use today (US 20, Australia 1, Canada 1) and recorded every field. This is how often each one appears. It is part of the Form Field Index.
The 22 forms we read
- UNIQsol (U6E Pty Ltd) · accounting and business advisory firm, Australia
- Bluenose Accounting · accounting firm, Canada
- Spina & Company · CPA firm, US
- Hayes Tax · tax preparation firm, US
- BarGraph Solutions · accounting and tax firm, US
- Empire Tax Services · tax preparation firm, US
- Internal Revenue Service (VITA/TCE Form 13614-C) · government volunteer tax-preparation programme, US
- Lockshield Partners Accounting Services · accounting firm, US
- Rish & Enzastiga, CPAs · CPA firm, US
- Worthing & Going, PA · CPA firm, US
- John L. Fulcher, CPA LLC · CPA and tax preparation firm, US
- Money Matters Accounting · bookkeeping firm, US
- Fedyshyn CPA Group · CPA firm, US
- Procure Financial · tax preparation firm, US
- Redeemed Tax Services · tax preparation firm, US
- De'More Tax Service LLC · tax preparation and bookkeeping firm, US
- Colacino Tax · tax preparation firm, US
- A Tax Office Inc · tax preparation firm, US
- Tax What If Doctor · tax preparation firm, US
- Midwest Business & Accounting Services · accounting and tax firm, US
- Wych Tax (dba Shaw & Associates) · tax and accounting firm, US
- Gregg The Tax Guy · tax preparation firm, US
How the form changes as people answer
Most people see a shorter form. These questions and screens only appear when an answer calls for them.
-
When “Who is this for?” is Me and my spouse or partner
shows “Spouse or partner’s name”
-
When “Who is this for?” is Just me, Me and my spouse or partner or Me and my business
shows “Filing status”, “Your occupation”, “How many dependants do you have?”
-
When “Who is this for?” is My business or Me and my business
shows “Your business”, “Business legal name”, “Business structure”, “What does the business do?”, “When did the business start?”, “Financial year-end”, “How many employees?”, “Which accounting software do you use?”, “Who does your bookkeeping now?”
-
When “Which services do you need?” is Bookkeeping
shows “Roughly how many transactions a month?”
-
When “Do you have an accountant now?” is Yes
shows “What is prompting the change?”
-
When “Have you had letters from the IRS or your state that you need help with?” is Yes
shows the “Thanks, …. We will call you.” ending
-
When “Who is this for?” is My business or Me and my business
shows the “Thanks, …. Here is what to get ready.” ending
-
At the end
shows one of 3 thank-you screens: “Thanks, …. We will call you.”, “Thanks, …. Here is what to get ready.”, “Thanks, …. Here is what to get ready.”
Make it yours
-
Point each service page at its box
Add ?service=Bookkeeping to the link on your bookkeeping page and the form opens with it ticked.
-
Link your portal on the thank-you screens
Personal and business clients finish on separate document lists. Add your upload and booking links to both.
-
Close to new clients in tax season
Set a close time under Settings → Access and limits → Schedule, and say when you reopen under “Messages when the form is not open”.
Good practice and the law
- US
Using return information for most purposes other than the return needs the client’s signed, dated consent, so there is no marketing tick. IRS, section 7216 FAQs
- UK
Accountants must identify and verify new clients under the Money Laundering Regulations. Do it in your own verification step. GOV.UK, Money Laundering Regulations
Questions about this template
Should spouses fill in separate forms?
No. “Me and my spouse or partner” asks only the partner’s name. Their own details come with the engagement.
Can one form cover individuals and businesses?
Yes. “Who is this for?” shows the personal questions, the business questions or both, so a sole trader answers once.
Does it work for UK or Australian practices?
Pick “United Kingdom” or “Australia” above the preview for local structures, services and the tax office’s name.
How is it different from a tax organiser?
The organiser gathers a year’s figures and documents for the return. This form comes first and decides whether, and how, you take the client on.
Which form do you need?
The accounting client intake form is one of the intake forms. If it is not quite the job, one of these may be.
- Client intake form template
For consultants, coaches and agencies scoping goals, budget and timing.
- New customer form template
For opening a trade account to buy goods.
- Appointment request form template
When a client only wants a meeting time.
Start with the accounting client intake form template
Open it in the editor, pick your country and link your client portal.
Updated 22 September 2026. Evidence read September 2026 from 22 real forms.