Form templates / Accounting & Finance
Accounting Client Intake Form
An accounting client intake form collects everything you need to open a file before the first call: who they are, what entity they trade through, when their year ends, and what they actually want help with. This template asks all of it in two short pages, and you can publish it today.
For accountants, bookkeepers and small practices.
Why this one asks about entity type
Sole trader, partnership and limited company lead to genuinely different work, different deadlines and different fees. Asking early means you can quote properly instead of revising a quote later.
The template uses that answer: choose Limited company and it asks for the company number; choose anything else and that question never appears. Nobody is asked for a number they don't have, which is the difference between a form that feels thorough and one that feels like paperwork.
What a good intake form saves you
The first message from a new client almost never contains what you need. You reply asking one question; they answer a different one; a week later you still can't start. Every round trip is a day, and the clients who go quiet are usually the ones who got tired of answering.
One form ends that. Ask everything once, get a complete picture, and start the same day. The questions in this template are the ones you end up asking anyway - the form just gets them asked up front.
What accountants ask that other trades don't
Entity type, year end and VAT status decide the work, the deadlines and the fee - and none of them turn up in the first email. Asking early means you quote once, properly, instead of revising after you discover there are two companies and a partnership.
Money questions also carry a duty of care. Nothing on this form is shared, tracked or sent anywhere except your own account, and the page carries no third-party scripts at all - which is a shorter answer than most software can give a client who asks.
Fast enough that people finish it
Abandonment is mostly a speed problem. A form that takes a second to appear and submits in one request gets finished; one that loads a framework first does not. This is a single self-contained page - no scripts to download, nothing to wait for.
Make it yours in a minute
Change the wording, drop the questions you don't need, add the ones you do, put your own colour on it. Saving publishes it, and you get a link to paste into your website, your email signature or a message. Responses land in your dashboard and download as a spreadsheet whenever you want them.
What this template asks
- Your full name
- Email address
- Phone number
- Business or trading name
- What do you need help with?
- How do you trade?
- Company registration number
- Financial year end
- Approximate annual turnover
- Accounting software you already use
- Anything else we should know?
- You can contact me about this enquiry
More Accounting & Finance forms
Questions
Can I use this to onboard clients I've already agreed to take on?
Yes - most practices send it the moment an engagement is agreed, as the first step of onboarding. Everything you need to set up the file arrives in one message instead of four.
What if a client doesn't know their year end?
Leave the question optional, as the template does. It's better to get the form finished with a gap you can fill from Companies House than to have someone abandon it looking for a date.
Can I add or remove questions?
Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.
Where do the answers go?
Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.
Do I need a website?
No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.
Is it suitable for client financial data?
For contact details, entity information and a description of the work, yes - responses are stored in your account and never shared. Don't use a web form for bank credentials or full account numbers; ask for those over a channel built for it.
Publish your accounting client intake form today
Start from this template and change anything you like. Free to begin.