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Client Intake · Popular

Onboard Accounting Clients Faster & Smarter

Collect client details, financial background, and service preferences in one professional intake form built for accounting firms.

Use This Template Free Preview

Neo theme

formbuilder.ai/f/accounting-firm-new-client-intake-service-agreement-form

Accounting Firm New Client Intake & Service Agreement Form

Full Legal Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Accounting Firm New Client Intake & Service Agreement Form is a comprehensive onboarding solution designed to help CPAs and accounting professionals gather everything they need from new clients in a single, organized form. It captures essential client information such as legal name, contact details, business name, EIN/Tax ID, and industry sector, ensuring your team has a complete client profile from day one.

Beyond basic contact details, this form dives into the client's financial background—including estimated annual revenue, fiscal year end, prior-year tax filing status, and any outstanding IRS liabilities or audits. This critical information allows your firm to assess risk, plan engagements accurately, and avoid surprises during service delivery.

Finally, clients can select the specific accounting and advisory services they need, enabling your team to tailor an engagement plan from the very start. Whether you run a boutique CPA practice or a mid-sized accounting firm, this intake form helps you deliver a professional first impression, reduce back-and-forth emails, and accelerate the client onboarding process significantly.

4 Pages

24 Questions

~8min To complete

Free No credit card needed

Field types Single Choice ×3 Short Text ×3 Dropdown ×3 Yes / No ×3 singlecheckbox ×2 Full Name Email Phone Address File Upload Multiple Choice Long Text termsandconditions Signature Date

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Personal & Business Information 8 questions

Client Information

1 Full Legal Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Mailing Address * Address

5 Client Type * Single Choice

6 Business Name (if applicable) Short Text

7 EIN / Tax ID Number (if applicable) Short Text

8 Industry / Business Sector Dropdown

Page 2 Financial Profile & Prior Tax History 7 questions

Financial Background

1 Estimated Annual Revenue / Income * Dropdown

2 Fiscal Year End * Single Choice

3 Have you filed all prior-year tax returns? * Yes / No

4 Are you currently under IRS or state audit? * Yes / No

5 Do you have any outstanding tax liabilities or payment plans? * Yes / No

6 Previous Accounting Firm / CPA Name Short Text

7 Upload most recent tax return or financial statement (if available) File Upload

Page 3 Services Requested 4 questions

Requested Services

Please select all accounting and advisory services you are interested in. We will tailor an engagement plan based on your selections.

1 Services Needed * Multiple Choice

2 Preferred Communication Method * Dropdown

3 How did you hear about us? Single Choice

4 Additional details, questions, or special circumstances we should know about Long Text

Page 4 Engagement Agreement & Consent 5 questions

Service Agreement & Authorization

By signing below, you authorize our firm to act on your behalf for the services selected above. You confirm that all information provided is accurate and complete to the best of your knowledge. You understand that our firm will maintain strict confidentiality of your financial records in accordance with professional standards and applicable law. Fees for services will be outlined in a separate engagement letter provided upon onboarding.

1 I confirm that all information provided in this form is true and accurate to the best of my knowledge. * singlecheckbox

2 I have read and agree to the firm's Terms of Service and Privacy Policy. * termsandconditions

3 I authorize the firm to obtain prior-year tax transcripts and communicate with the IRS or state agencies on my behalf as needed. * singlecheckbox

4 Client Signature * Signature

5 Date Signed * Date

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.