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Accounting Client Onboarding
Collect a new accounting client's entity details, software access, and prior-year documents in one form so you can start the engagement without the back-and-forth.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Prior-Year Return
5 fields filled
EIN / Tax ID
Tax Year
Filing Status
Taxable Income
Total Tax
Company Registration / Incorporation Certificate
5 fields filled
Business Name
Entity Type
Registration Number
Incorporation Date
Registered Address
Your client sends 2 files and types 6 fields. AI reads the documents and fills the other 10.
- Client sends
- 2
- 2 files to upload
- Client types
- 6
- the rest is read for them
- AI fills
- 10
- extracted from the files
- On the form
- 16
- fields in total
Start with Accounting Client Onboarding
Import the template and send your first request in minutes.