--- title: Accounting Firm New Business Client Intake Form Template | Paperform description: Professional accounting client onboarding form template for CPAs and accounting firms. Collect entity details, EIN, tax history, payroll information, and engagement letter eSignatures in one secure form. url: "https://paperform.co/templates/accounting-firm-new-business-client-intake-form" type: static generatedAt: "2026-04-04T00:43:05.537Z" --- [← Back to free form templates](/templates/) ![Accounting Firm New Business Client Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/accounting-firm-new-business-client-intake-form.png) [Preview](https://_preview.paperform.co/ai-template/accounting-firm-new-business-client-intake-form) [Use this template for free](/create?ai-template=accounting-firm-new-business-client-intake-form) [Small Business Forms](/templates/category/small-business/)[Application Forms](/templates/category/applications/) [Consulting](/templates/industry/consulting/)[Business](/templates/industry/business/)[Finance](/templates/industry/finance/) [Small Business Owner](/templates/role/small-business-owner/)[Consultant](/templates/role/consultant/)[Accountant](/templates/role/accountant/)[Financial Advisor](/templates/role/financial-advisor/) About this free form template ### Streamline Your Accounting Client Onboarding with Paperform Starting a new client relationship shouldn't mean chasing down information through endless email threads and scattered PDF forms. This **Accounting Firm New Business Client Intake Form** template helps accounting professionals, CPAs, and bookkeeping firms collect everything they need to onboard business clients efficiently—all in one professional, secure form. #### Built for Accounting Professionals Who Value Efficiency Whether you're a solo practitioner, a growing firm, or part of a larger practice, this template captures the essential details you need to start working with new business clients: entity type and structure, EIN verification, previous tax preparer information, accounting method preferences, payroll details, and more. The form flows logically through each section, making it easy for clients to complete while ensuring you receive consistent, organized information every time. #### Secure eSignatures with Papersign One of the standout features of this template is the built-in **signature field** that works seamlessly with [Papersign](https://papersign.com). After your client submits their intake information, you can automatically generate and send your engagement letter for secure electronic signature—no need for printing, scanning, or juggling separate eSignature tools. Everything stays connected to the original intake form, creating a clean audit trail and reducing administrative overhead. #### Automate Your Client Onboarding Workflow Once a client submits this form, you can use [Stepper](https://stepper.io) to automate what happens next. Create a workflow that: - Sends the intake data directly to your practice management software or CRM - Generates a custom engagement letter from a template and routes it for eSignature via Papersign - Creates a new client folder in Google Drive or Dropbox - Notifies your team in Slack and assigns the new client to the appropriate accountant - Adds follow-up tasks to your project management tool This means less manual data entry, fewer missed steps, and a more professional experience for your new clients. #### Designed for Accountants, CPAs, and Bookkeepers This template is ideal for: - **Accounting firms** onboarding small business clients for tax preparation, advisory, or ongoing accounting services - **CPA practices** collecting entity and compliance information before engagement - **Bookkeeping services** gathering accounting method and payroll details for monthly services - **Tax professionals** capturing prior preparer information and historical tax data - **Financial consultants** establishing new business client relationships with proper documentation With Paperform's SOC 2 Type II compliance and secure data handling, you can confidently collect sensitive business information knowing it meets professional standards. Customize the form's branding to match your firm, embed it on your website, or send it as a standalone link—whatever fits your client intake process best. **Replace messy PDFs and email chains with a single, professional intake experience that saves time and sets the right tone from day one.** Built for growing businesses, trusted by bigger ones. Trusted by 500K+ business owners and creators, and hundreds of millions of respondents. ![Capterra - 4.8 out of 5](/images/capterra-st.jpg) ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg) ![G2 - 4.8 out of 5](/images/g2-st.jpg) [Try Paperform free now](/register) ## More templates like this [![Bookkeeping Service Agreement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bookkeeping-service-agreement.png) ### Bookkeeping Service Agreement A professional bookkeeping service contract for small businesses covering transaction volume, reconciliation frequency, financial statements, tax coordination, and monthly retainer fees.](/templates/bookkeeping-service-agreement/) [![Business Valuation Consultation Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-valuation-consultation-request-form.png) ### Business Valuation Consultation Request Form Request a professional business valuation consultation with our expert team. 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