Gather tax documents, bank access, entity details, and engagement letters. Designed for bookkeepers and accountants.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Capture entity details upfront so you can set up their books correctly on day one.
Request the exact files you need with clear labels — clients know exactly what to upload.
Securely collect login credentials for financial systems without back-and-forth emails.
Lock in the engagement terms and first payment before you open the books.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
Start FreeNo credit card required. Cancel anytime.