Scattered messages make it difficult to compare submissions or understand what is missing. Understand a client's accounting support needs before an initial meeting.

The attached forms collect main goal, current situation, full name, email address, preferred timing. The Essentials version keeps the request short. The Standard version uses a conversational flow. Complete adds optional context and relevant follow-up questions. Choose the version that fits the work rather than asking everyone for every possible detail.

Review submissions before acting on them. Connect the suggested services only if your workflow needs them; this template does not activate notifications or integrations automatically.

Make it yours

Three things worth changing first

Put your brand on it
Swap the theme, drop in your logo and typeface, or lock it all with a brand kit so every form matches.
Change what the logic does
Edit the branches on any question, or add your own conditions so the follow-ups fit how you work.
Send it where you work
Push responses to Slack, a spreadsheet or your CRM the moment they land, with no export step.

Questions about this template

Is the Accounting client intake template free to use?

Yes. The Accounting client intake template opens in the builder on the free plan. Some fields, such as payments or file uploads, need a paid plan to publish.

What is in the Accounting client intake template?

3 forms with 30 questions between them: Accounting client intake (Essentials, single-page), Accounting client intake (Standard, conversational), Accounting client intake (Complete, single-page). Import the one you need; every question is editable.

Can I switch it to conversational?

Yes. Either experience works with the same questions; switch it from the form's design settings at any time.

Where do Accounting client intake responses go?

Into your Onlyform workspace, and from there to Slack, Google Sheets, Notion, your CRM or any endpoint via integrations.