Accounting Firm New Business Client Intake Form

Streamline Your Accounting Client Onboarding with Paperform

Starting a new client relationship shouldn't mean chasing down information through endless email threads and scattered PDF forms. This Accounting Firm New Business Client Intake Form template helps accounting professionals, CPAs, and bookkeeping firms collect everything they need to onboard business clients efficiently—all in one professional, secure form.

Built for Accounting Professionals Who Value Efficiency

Whether you're a solo practitioner, a growing firm, or part of a larger practice, this template captures the essential details you need to start working with new business clients: entity type and structure, EIN verification, previous tax preparer information, accounting method preferences, payroll details, and more. The form flows logically through each section, making it easy for clients to complete while ensuring you receive consistent, organized information every time.

Secure eSignatures with Papersign

One of the standout features of this template is the built-in signature field that works seamlessly with Papersign. After your client submits their intake information, you can automatically generate and send your engagement letter for secure electronic signature—no need for printing, scanning, or juggling separate eSignature tools. Everything stays connected to the original intake form, creating a clean audit trail and reducing administrative overhead.

Automate Your Client Onboarding Workflow

Once a client submits this form, you can use Stepper to automate what happens next. Create a workflow that:

• Sends the intake data directly to your practice management software or CRM
• Generates a custom engagement letter from a template and routes it for eSignature via Papersign
• Creates a new client folder in Google Drive or Dropbox
• Notifies your team in Slack and assigns the new client to the appropriate accountant
• Adds follow-up tasks to your project management tool

This means less manual data entry, fewer missed steps, and a more professional experience for your new clients.

Designed for Accountants, CPAs, and Bookkeepers

This template is ideal for:

• Accounting firms onboarding small business clients for tax preparation, advisory, or ongoing accounting services
• CPA practices collecting entity and compliance information before engagement
• Bookkeeping services gathering accounting method and payroll details for monthly services
• Tax professionals capturing prior preparer information and historical tax data
• Financial consultants establishing new business client relationships with proper documentation

With Paperform's SOC 2 Type II compliance and secure data handling, you can confidently collect sensitive business information knowing it meets professional standards. Customize the form's branding to match your firm, embed it on your website, or send it as a standalone link—whatever fits your client intake process best.

Replace messy PDFs and email chains with a single, professional intake experience that saves time and sets the right tone from day one.