Bookkeeping Client Intake Form Template

About this template

A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time. It asks them to provide their company information and accounting information and finally asks them the services they need. This form can help an agency both determine whether that client is a good fit for its services and shape a strategy to address that prospect's needs, interests, and pain points.

If you download Jotform Mobile Forms, you can view submissions on any device — even offline! You can also convert submitted responses to PDFs, which you can download or print in one click. And with our 100+ integrations, you can get the information you need sent to your favorite storage service of choice. Get the information you need from your clients to improve your business with a free online Bookkeeping Client Intake Form.