[
  {
    "niche": "accounting-x",
    "formKey": "quote",
    "title": "Request an Accounting Consultation",
    "type": "in",
    "formId": "23db5nRTQjsHs9Ljh",
    "resolved": {
      "Client Type (Taxpayer)": "572763c9-bc0c-4776-b61c-75725a28061c",
      "Primary Engagement Type (CPA)": "219c6205-8b85-402e-a73f-c1df108bf7fe",
      "Industry/Niche Notes (finance)": "0c087d80-45d6-4f5d-ad83-55ea086d9169"
    },
    "arranged": {
      "report": [
        "textfield \"First name\" order 2",
        "textfield \"Last name\" order 3",
        "emailfield \"Email address\" order 4",
        "dropdown \"Client Type (Taxpayer)\" order 5",
        "dropdown \"Primary Engagement Type (CPA)\" order 7",
        "textarea \"Anything we should know?\" order 8",
        "relabeled companyfield"
      ],
      "count": 10
    }
  },
  {
    "niche": "accounting-x",
    "formKey": "startup",
    "title": "New Business Formation & Startup Intake",
    "type": "in",
    "formId": "25c9hwXCi46MJqJzU",
    "resolved": {
      "Legal Entity Name (for returns)": "0464c13e-cfce-43d9-961c-2726ef2ff51d",
      "Client Type (Taxpayer)": "572763c9-bc0c-4776-b61c-75725a28061c",
      "Entity Formation State": "b8668e0e-f8b9-40cb-9d77-1e43477ff867",
      "Fiscal Year End Month": "ff2ee0db-8954-4f3a-a3fa-4b1c59714d39",
      "Accounting Basis": "7180b052-1674-45b8-9c70-1a319eb9ca50",
      "Owner/Partner Count": "b761a368-a54e-4aa7-927c-4719fbff7153",
      "Tax ID / EIN (reference only)": "606e0334-bac6-4d97-88ed-ee8c077a19a6",
      "Sales Tax Registration Status": "3a35a28d-46e3-480c-a336-acce9608a91e",
      "Payroll Provider": "c90c5427-6ebc-4369-beaa-5091d1d1eb8d",
      "Bookkeeping System": "2cd2a644-e209-40a8-9c3e-f92c0dd5ab25",
      "Primary Sales Channels": "c11ff645-f2d7-4d61-9942-cdfcdaefdb36",
      "Advisory Focus Areas": "70533209-07cf-4790-abd8-a27d3aba5802",
      "Accounting Notes (client-specific)": "f1f5a19b-b042-4d10-902c-10e768b1c826"
    },
    "arranged": {
      "report": [
        "textfield \"First name\" order 2",
        "textfield \"Last name\" order 3",
        "emailfield \"Email address\" order 4",
        "textfield \"Planned business name\" order 6",
        "dropdown \"Entity type (or what you’re leaning toward)\" order 7",
        "textfield \"Entity Formation State\" order 8",
        "dropdown \"Fiscal Year End Month\" order 9",
        "radio \"Accounting Basis\" order 10",
        "number \"Owner/Partner Count\" order 11",
        "textfield \"EIN status\" order 13",
        "dropdown \"Sales Tax Registration Status\" order 14",
        "dropdown \"Will you have employees / payroll?\" order 15",
        "dropdown \"Bookkeeping software (if chosen)\" order 17",
        "dropdown \"How will you make money?\" order 18",
        "dropdown \"Where would you most like our guidance?\" order 19",
        "textarea \"Notes & questions\" order 21",
        "relabeled companyfield"
      ],
      "count": 23
    }
  },
  {
    "niche": "accounting-x",
    "formKey": "taxseason",
    "title": "Annual Tax-Season Readiness Check",
    "type": "up",
    "formId": "yFf5RfyHg8BaHwM1",
    "resolved": {
      "Prior Year Return Received": "9f49e4bc-d346-4b36-9ffd-4621f91ced37",
      "Multi-State Filing Required": "00df8a88-d55c-454a-a221-2a59254351db",
      "Foreign Reporting Required": "cb462f46-a9c1-4537-8e94-29df66cae654",
      "Crypto/Virtual Currency Activity": "6baa07af-458e-4847-bd8c-9fab2690e583",
      "Owner/Partner Count": "b761a368-a54e-4aa7-927c-4719fbff7153",
      "K-1 Recipients (count)": "b8133b31-1077-4741-9f43-cd80f099ec54",
      "Estimated Taxes Schedule": "edc1be04-97ab-43c0-a047-d102676d4d3f",
      "Home Office Deduction Eligible": "6ba2380b-b7d6-4445-b215-ded2f90f828a",
      "Vehicle/Mileage Tracking Method": "b879b55c-496a-42ce-840e-a2c5cf1aad24",
      "Extension Filed (current year)": "04b96f06-2fda-412a-9d31-3e0b21070032",
      "Document Intake Checklist": "b2b4c3ad-8f14-423c-a76f-576550b70d48",
      "Tax Engagement Letter Status": "80c7b6ce-260a-43c2-9c0d-c21cb4b723a1",
      "Accounting Notes (client-specific)": "f1f5a19b-b042-4d10-902c-10e768b1c826"
    },
    "arranged": {
      "report": [
        "radio \"Do we have your prior-year return on file?\" order 2",
        "radio \"Any new states this year?\" order 3",
        "dropdown \"Any foreign income or accounts this year?\" order 4",
        "dropdown \"Crypto / digital-asset activity this year?\" order 5",
        "number \"Owner / partner count (current)\" order 7",
        "number \"K-1 recipients this year\" order 8",
        "dropdown \"How are estimated taxes being handled?\" order 9",
        "dropdown \"Claiming a home-office deduction?\" order 10",
        "dropdown \"How is business mileage tracked?\" order 11",
        "radio \"Will you need an extension?\" order 13",
        "dropdown \"Where are this year’s tax documents?\" order 14",
        "dropdown \"Is this year’s engagement letter signed?\" order 15",
        "textarea \"This year’s notes\" order 17"
      ],
      "count": 18
    }
  },
  {
    "niche": "accounting-x",
    "formKey": "docs",
    "title": "Documents & Records Checklist",
    "type": "up",
    "formId": "2rW8i3RKy2WVuu4hN",
    "resolved": {
      "Books Access Provided": "0a9ca985-455d-4d5b-bbb3-9ef818be742e",
      "Bookkeeping System": "2cd2a644-e209-40a8-9c3e-f92c0dd5ab25",
      "Bank Feed Status": "d2da863a-4965-424c-9fd4-f9d144176e5d",
      "Financial Institutions (names only)": "f79f4f7c-689c-45b2-9346-c7dafb0456d8",
      "Prior Year Return Received": "9f49e4bc-d346-4b36-9ffd-4621f91ced37",
      "State Account IDs (reference)": "fa516cad-3502-4f1e-8672-2405b1ce5b80",
      "IRS Authorization (8821/2848) Status": "55c63616-e6fd-4496-a2bb-3de97e128d26",
      "State POA/Authorization Status": "4c86c841-85db-4abb-adb6-35691304af21",
      "Receipt Capture Tool": "359ce2a0-1c37-4e0f-8a61-15c52a55548b",
      "Fixed Assets Register": "67aa0350-2218-47a4-b3fc-67f683674529",
      "Grant/Relief Programs Involved": "cda807f0-92f9-47ec-8c21-d1f4de8c7cd4",
      "Document Intake Checklist": "b2b4c3ad-8f14-423c-a76f-576550b70d48",
      "Accounting Notes (client-specific)": "f1f5a19b-b042-4d10-902c-10e768b1c826"
    },
    "arranged": {
      "report": [
        "radio \"Have you granted us access to your books?\" order 2",
        "dropdown \"Where your books are kept\" order 3",
        "dropdown \"Are bank feeds connected?\" order 4",
        "textarea \"Banks & accounts (names only)\" order 5",
        "radio \"Prior-year return — do we have it?\" order 7",
        "textarea \"State account references\" order 8",
        "dropdown \"IRS authorization on file?\" order 9",
        "dropdown \"State authorization on file?\" order 10",
        "dropdown \"How are receipts captured?\" order 12",
        "dropdown \"Do you have a fixed-assets register?\" order 13",
        "textarea \"Any grants or relief programs (with documentation)?\" order 14",
        "dropdown \"Overall document status\" order 16",
        "textarea \"Notes on missing or pending items\" order 17"
      ],
      "count": 18
    }
  },
  {
    "niche": "accounting-x",
    "formKey": "feedback",
    "title": "Client Satisfaction & Referral",
    "type": "up",
    "formId": "22Xu942wEcpDGAU6m",
    "resolved": {
      "Primary Engagement Type (CPA)": "219c6205-8b85-402e-a73f-c1df108bf7fe",
      "Reporting Package Preference": "7769cb8d-6779-4ab4-8688-e9926470de50",
      "Advisory Focus Areas": "70533209-07cf-4790-abd8-a27d3aba5802",
      "KPI Focus (finance)": "38e6a254-0285-4458-bd22-7784a94ce228",
      "Preferred Monthly Close Day": "2d9e1d6a-3ec4-48ee-b891-227caafb6f68",
      "Accounting Notes (client-specific)": "f1f5a19b-b042-4d10-902c-10e768b1c826"
    },
    "arranged": {
      "report": [
        "dropdown \"What we help you with\" order 2",
        "dropdown \"The reports you rely on most\" order 3",
        "dropdown \"Where would you like more from us?\" order 5",
        "textarea \"What you most want to keep an eye on\" order 6",
        "dropdown \"When you’d like your monthly numbers\" order 7",
        "textarea \"Comments, compliments, or requests\" order 9"
      ],
      "count": 10
    }
  }
]