Bookkeeping Service Direct Debit Authorization Form

Setting up automated payments for your bookkeeping services doesn't have to be complicated. This bookkeeping service direct debit authorization form makes it simple for accounting firms, bookkeepers, and financial service providers to collect payment details and service preferences from clients in one streamlined process.

The form is structured to capture all the essential information needed for direct debit setup—from business and banking details to service tier selection based on monthly transaction volumes. Clients can easily select their reconciliation frequency (monthly, quarterly, or annual) and add optional year-end packages, making it a complete solution for recurring bookkeeping service billing.

Why Paperform is perfect for bookkeeping services:

Paperform's calculation engine handles complex pricing automatically, so your clients see exactly what they'll pay based on their selected transaction tier, reconciliation frequency, and any add-ons. The conditional logic shows relevant fields based on their choices, creating a clean, professional experience that builds trust.

With native payment integrations through Stripe, PayPal, and Square, you can process the first payment immediately or set up future recurring billing. The form connects seamlessly to your existing tools—sync client data to your CRM, send details to your accounting software, or trigger onboarding workflows in Stepper (stepper.io) to automatically send welcome emails, create client folders, and assign team members.

For bookkeeping firms managing multiple clients, Paperform's Agency+ plan lets you create branded forms for different service lines or white-label versions for franchise operations. With SOC 2 Type II compliance, your clients' sensitive banking information is protected with enterprise-grade security that meets professional standards.

Whether you're a solo bookkeeper or a growing accounting firm, this template helps you automate client onboarding, reduce administrative overhead, and ensure consistent cash flow—all while maintaining the professional image your clients expect.