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Bookkeeping client onboarding form template

A new client's business, the books they keep now and what they need from you, before the first month.

Use this templateFree · no credit card
  • 14 questions
  • 3 pages
  • 6 min to fill in
  • Legal and finance
formkit.app/you/bookkeeping-client-onboarding
Bookkeeping client onboarding

Welcome aboard

Three short pages, about four minutes. No bank logins needed.

14 questions · 3 pages
Try a theme

This is the real template. Fill it in, then make it yours.

The business, how its books are kept now and what it needs from you. The staff count only appears for businesses with payroll, and on Pro the payroll option disappears for those without staff. The question about a previous accountant only shows when someone is switching.

Who it’s for

Bookkeepers and accountants taking on new clients. It asks for last year's accounts as an upload and tells clients plainly never to send passwords or bank logins.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions5 questions
  2. Page 2How you work now5 questions
  3. Page 3Getting started4 questions
  4. ThenThank you

    We'll send your engagement letter and a short list of next steps within two working days.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforBookkeeping client onboarding · just nowNew
Your name
Maya Okafor
Your email
maya@northstar.co
Your business's name
Northstar
How is the business set up?
Sole trader or self-employed
When does your financial year end?
12 March 2027
Where do you keep your books now?
Xero

and 8 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/bookkeeping-client-onboarding3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Conditional and AI logicLogic that reads like a sentence, and AI that reads the answer.Explore AI repliesA personal reply to every response.Explore ConnectionsSend every response where it needs to go.Explore

Questions about this template

Can I keep the form private?

Yes. Any form can have a password, so only the people you send it to can open it. Answers travel over HTTPS, and you can delete responses whenever you need to.

Can I send the answers to my practice software?

On Pro, a signed webhook can pass each new client on as it arrives.

What does the AI reply say?

It welcomes the client, confirms what they asked for and explains the next steps, with no advice. It is written and ready; it switches on with Pro, and every reply waits for you to approve it.

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