Description
Managing new business clients efficiently starts with having the right tools in place. This New Business Client Intake Form – Excel Template is designed for tax professionals, accountants, bookkeepers, and financial consultants who need a structured and organized way to collect essential client information.
This easy-to-use intake form ensures that all critical business details, tax requirements, and bookkeeping preferences are gathered upfront, eliminating unnecessary follow-ups and streamlining the onboarding process. Whether you are preparing business tax returns, managing bookkeeping, or handling compliance filings such as General Excise Tax (GET), this template provides a structured approach to keep your client intake process seamless and professional.
Key Features:
- Comprehensive Data Collection – Capture all necessary business information, including entity type, EIN, business structure, and financial details, in one place.
- Editable Excel Format – Easily customize the form to fit your specific practice and client needs.
- Checklists for Services Needed – Clients can select the tax and accounting services they require, such as bookkeeping, payroll processing, tax preparation, and compliance filings.
- QuickBooks Integration Instructions – Includes step-by-step guidance for clients to grant accountant access in QuickBooks Online, ensuring smooth bookkeeping collaboration.
- Time-Saving and Professional – Reduce back-and-forth emails by collecting all critical client details at once, creating a more efficient workflow.
- Designed for Tax Pros & Business Owners – Whether you are an independent accountant or running a full-service firm, this form helps you maintain a professional and organized approach to onboarding new clients.
Who Is This For?
- Tax professionals and CPAs who need a structured way to gather client information before tax preparation.
- Bookkeepers and accountants looking for an efficient intake process for new business clients.
- Small business owners who want to keep detailed records and streamline tax filings.
- Financial consultants offering tax planning, compliance, and advisory services.
Why Use This Template?
Onboarding a new business client requires gathering key information about their financials, tax history, and bookkeeping setup. Without a clear structure, missing details can lead to delays and inefficiencies. This New Business Client Intake Form – Excel Template ensures that everything is collected upfront, allowing for a smooth and organized intake process.
Whether you are handling business tax preparation, General Excise Tax filings, payroll compliance, or bookkeeping services, this intake form helps you stay ahead of client needs while maintaining a professional workflow.
Instant Download and Easy to Use
This template is available for immediate download upon purchase. Simply open the Excel file, customize any sections to fit your business needs, and start collecting essential client information right away.
Take control of your client onboarding process and ensure that you have all the necessary information to provide exceptional tax and accounting services. Download the New Business Client Intake Form – Excel Template today and start streamlining your workflow.
