Client Onboarding

Top client onboarding templates.

Get business documents to open accounts and start working with new clients.

Form templates for new client intake and client onboarding, for agencies, accountants, and more

Client Intake

Collect basic information from your clients regarding their business and project requirements.

Client Qualification Questionnaire

Discover more about your client and the problems present within their business that your product will be able to solve.

Legal Client Intake Questionnaire

Gather essential background details from new legal clients to assess their case and needs.

Onboarding New Bookkeeping Clients

Streamline the process of welcoming new bookkeeping clients with essential setup steps and documentation.

Accounting Client Onboarding Checklist - Individual (USA)

Complete onboarding checklist for individual accounting clients in the United States with US-specific requirements.

Accounting Client Onboarding Checklist - Individual (AUS)

Comprehensive onboarding checklist for individual accounting clients in Australia.

Accounting Client Onboarding Checklist - Business (USA)

Essential onboarding checklist for business accounting clients in the United States with IRS and state requirements.

Accounting Client Onboarding Checklist - Business (AUS)

Complete onboarding checklist for business accounting clients in Australia.

Merchant Onboarding Checklist

Streamline merchant setup with comprehensive checklist covering business verification, payment processing, and compliance requirements.

SEO Strategy Questionnaire

Gather information on keywords, competitors, goals, and website performance to build an effective SEO plan.

Marketing Client Setup Questionnaire

Collect onboarding details such as brand assets, access permissions, goals, and marketing expectations.

Other categories.


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Make it
yours.

Tailor your template's questions and branding. Make it uniquely yours with customizable options.

Offer an A+
experience.

Client-friendly portals that auto-save without login. Leave a lasting impression on your clients.

Collect with
ease.

As intuitive as Google Forms. Creating requests is simple, fast, and easy with our drag-and-drop editor.





Get started with a ready-made template or customize it to make it yours.

Simplify the process of collecting documents from clients with our client onboarding software.













Automate your document collection to eliminate the back-and-forth emails.

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