Accounting Client Intake Form Template

An accounting client intake form is a questionnaire used by accountants and accounting firms to collect key information from new business clients before services begin. It helps establish the client’s business profile, current accounting and tax situation, and service preferences so the firm can assess the scope of the engagement accurately.

This AidaForm template is organized into topic-based pages covering business information, contact details, financial background, and accounting service needs. A progress bar helps clients navigate through the form, while easy multiple-choice, dropdown, and text fields collect the information typically needed for an initial assessment. The template also includes an optional file upload for supporting documents.

Customize the questions, wording, and branding in the AidaForm Builder to match your firm’s onboarding process. Publish the form online and share it with new clients by link or embed it on your website. Submitted responses are stored securely in your account for review and download.