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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.

What your client fills in Everything it collects

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

Every field this template collects. Without extraction your client copies all 16 values off their own documents by hand — and still sends you the 2 files.

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

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