Business Forms
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Accounting Client Intake Form
About this template
An accounting client intake form is a questionnaire used by accountants or bookkeepers to collect information about a client's business. Use this Accounting Client Intake Form to collect info about a client’s business and send them on their way, ready to become your next customer. We’ve included a few pre-made questions to get you started here, but you can make this form your own by adding or updating questions, changing fonts and colors, or adding widgets to collect information in different ways.
If you’d like to send responses to your other accounts — such as Google Drive, Dropbox, Box, or Airtable — do it automatically with Jotform’s 100+ free integrations. You can even analyze survey results with Jotform Tables or Jotform Report Builder! Collect the information you need from clients and help them get started on their journey with a free online Accounting Client Intake Form.
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