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Client onboarding for accountants

For accounting and tax firms: tax details, the services needed and the first documents.

Collect in one step what you need to take on a new client: whether they are an individual, self-employed or a company, their tax ID, the services they want and their starting documents.

It includes the basic data protection information with a purpose already written for accounting firms. Just add your name or company name and review the text before publishing.

Use this templateSee others

Free. You can change every question.

Includes 9 questions

  1. Full name or company name · Short text
  2. You are… · Single choice
  3. Tax ID · Short text
  4. Email · Email
  5. Phone · Phone
  6. Which services do you need? · Multiple choice
  7. Starting documents · File upload
  8. Anything else we should know? · Long text
  9. I have read the basic data protection information and agree to the processing of my data · Legal acceptance

Demo: you can answer and submit, but nothing is saved or sent.

New client

Fill in your details and we will prepare the paperwork to start working together.

Fields marked with asterisk are required.

You are… (required)
Which services do you need? (required)

Optional: your latest tax return, registration certificate or whatever you have to hand.

Documents (PDF, Word, Excel, text…) up to 10 MB.

I have read the basic data protection information and agree to the processing of my data (required)

Basic information on data protection

Controller
[Your name or company name and tax ID]
Purpose
Registering you as a client and providing the accounting services you sign up for.
Legal basis
Your consent.
Recipients
Your data will not be shared with third parties unless required by law.
Rights
You can access, correct and delete your data, and exercise the other rights explained in the additional information.
Start for free