[
  {
    "grp": "bke",
    "title": "New Client Bookkeeping Intake (Embed)",
    "findTitle": "New Client Bookkeeping Intake (Embed)",
    "category": "Bookkeeping",
    "cover": "bke-kickoff-cover.png",
    "desc": "<p><strong>New Client Bookkeeping Intake</strong> — Kickoff intake form (public) for Bookkeeping / Tax Prep. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>A few details about your business and how you work, so we can tailor your bookkeeping from day one. Takes about five minutes.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>About you &amp; your business</em> — First name [short text]; Last name [short text]; Email address [short text]; Business name [short text].</li><li><em>What you need from us</em> — Service Focus (Bkpg/Tax) [multi-select: Monthly bookkeeping / Cleanup/catch-up / Receipt capture setup / AR invoicing/collections / AP bills/payments / …]; Monthly Transaction Volume [dropdown]; Gross Monthly Revenue (band) [dropdown]; Preferred Close Cadence [dropdown: Monthly / Quarterly / Annually / Project-based]; Cleanup Age (months) [dropdown: 0 / 1-2 / 3-6 / 7-12 / 13-24 / …]; Operational Reporting Pack [multi-select: AR aging / AP aging / Cash flow forecast / Budget vs. actual / Sales by item/service / …].</li><li><em>Your current setup</em> — Prior Preparer / Bookkeeper (name) [short text]; Prior Year Books Status [dropdown: Closed and final / Draft / Incomplete / Unknown]; Data Migration Needed [choice: Yes / No / Not sure]; Migration Source System(s) [long text] <em>(conditional)</em>.</li><li><em>Accounts &amp; documents</em> — Primary Operating Bank (name only) [short text]; Other Financial Institutions (names) [long text]; Receipt Submission Preference [dropdown: Mobile app / Email-inbox / Upload portal / Shared drive / Paper drop-off]. Names only — never enter account numbers or logins here.</li><li><em>Tax snapshot</em> — Return Forms Expected [multi-select: 1040 / 1065 / 1120-S / 1120 / 1041 / …]; Vendors Requiring 1099 (count est.) [number].</li><li><em>Anything else</em> — Bookkeeping Notes (client-specific) [long text].</li></ul><p><strong>Conditional logic (forks):</strong></p><ul><li>WHEN <em>Data Migration Needed</em> is <strong>Yes</strong> → show <em>Migration Source System(s)</em> (hidden by default until met).</li></ul><p><strong>Required:</strong> Email address, Service Focus (Bkpg/Tax) (kept low-friction).</p><p><strong>Form type:</strong> Kickoff intake (in), public. <strong>Niche:</strong> Bookkeeping / Tax Prep. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> A bookkeeping or accounting firm onboarding a new client — intake of services needed, current books state, close cadence, accounts (names only), tax snapshot, and migration needs.</p>"
  },
  {
    "grp": "bke",
    "title": "Bookkeeping Setup — AR/AP & Operations (Embed)",
    "findTitle": "Bookkeeping Setup — AR/AP & Operations (Embed)",
    "category": "Bookkeeping",
    "cover": "bke-update1-cover.png",
    "desc": "<p><strong>Bookkeeping Setup — AR/AP &amp; Operations</strong> — Update / setup form (auth-only) for Bookkeeping / Tax Prep. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>How we should handle invoicing, bill payments, reconciliation, and expenses for your books.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Accounts receivable</em> — Invoice Terms (standard) [dropdown: Due upon receipt / Net 7 / Net 15 / Net 30 / Net 45 / …]; Late Fee Policy [short text]; Preferred Invoicing Method [dropdown: Email / Customer portal / Postal mail / SMS link]; Collections Approach [dropdown: Friendly reminders / Standard sequence / Strict escalation / Third-party agency].</li><li><em>Accounts payable</em> — Bill Approval Workflow [dropdown: Single approver / Two-step approval / Amount-based approval / No formal approval]; Payment Run Frequency [dropdown: Weekly / Bi-weekly / Semi-monthly / Monthly / Ad hoc]; Preferred Bill Pay Method [dropdown: Bank transfer/ACH / Bill pay platform / Check / Credit card / Debit card]; Merchant/Processor Names [long text]; Payout Schedule Pattern [dropdown: Daily / 2-3 days / Weekly / Bi-weekly / Other].</li><li><em>Reconciliation &amp; cash</em> — Undeposited Funds Handling [dropdown: Immediate batching / Weekly batching / Auto-match from feeds / Manual as needed]; Reconciliation Cadence Target [dropdown: Weekly / Bi-weekly / Monthly / Quarterly]; Last Reconciliation Month Closed [short text]; Bank Rules to Create (seed) [long text]; Petty Cash Handling [dropdown: No petty cash / Petty cash with logs / Petty cash minimal controls].</li><li><em>Expense policy</em> — Expense Policy Thresholds [short text]; Reimbursements Method [dropdown: Payroll add-to-check / Off-cycle payment / AP payment / Other]; Per Diem / Allowance Policy [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Bookkeeping / Tax Prep. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Bookkeeping / Tax Prep client workflow — bookkeeping setup — ar/ap &amp; operations.</p>"
  },
  {
    "grp": "bke",
    "title": "Bookkeeping Setup — Chart of Accounts & Reporting (Embed)",
    "findTitle": "Bookkeeping Setup — Chart of Accounts & Reporting (Embed)",
    "category": "Bookkeeping",
    "cover": "bke-update2-cover.png",
    "desc": "<p><strong>Bookkeeping Setup — Chart of Accounts &amp; Reporting</strong> — Update / setup form (auth-only) for Bookkeeping / Tax Prep. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>How your books are structured and the documents, close cadence, and reports you expect.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Structure</em> — Classes/Locations Structure [long text]; Project/Job Costing Usage [dropdown: No / Some projects / All projects]; Revenue Recognition Notes [long text]; Capitalization Threshold (assets) [short text]; Inventory Count Cadence [dropdown: Monthly / Quarterly / Annually / Cycle counts / Not applicable].</li><li><em>Documents &amp; monthly close</em> — Document Naming Convention [short text]; Monthly Docs Deadline (day) [dropdown: 1 / 3 / 5 / 7 / 10 / …]; Data Export Format Preference [dropdown: CSV / Excel / PDF / Shared dashboard]; Close Checklist Status (current period) [dropdown: Not started / In progress / Submitted for review / Complete].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Bookkeeping / Tax Prep. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Bookkeeping / Tax Prep client workflow — bookkeeping setup — chart of accounts &amp; reporting.</p>"
  },
  {
    "grp": "bke",
    "title": "Bookkeeping Setup — Tax, 1099 & Sales Tax (Embed)",
    "findTitle": "Bookkeeping Setup — Tax, 1099 & Sales Tax (Embed)",
    "category": "Bookkeeping",
    "cover": "bke-update3-cover.png",
    "desc": "<p><strong>Bookkeeping Setup — Tax, 1099 &amp; Sales Tax</strong> — Update / setup form (auth-only) for Bookkeeping / Tax Prep. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>Your tax-filing, 1099, and sales-tax workflow so nothing slips at deadline.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Tax filing</em> — Tax Organizer Status [dropdown: Not sent / Sent / Partially completed / Submitted / Reviewed]; Missing Docs Tracker [long text]; E-File Authorization (8879) Status [dropdown: Not required / Draft / Sent / Signed / Expired]; Tax Return Delivery Preference [multi-select: Client portal / Encrypted email / Paper copy / In-person review]; Estimated Tax Reminder Opt-in [choice: Yes / No]; Estimated Tax Payment Method [dropdown: IRS/state online / Bank bill pay / Check by mail / Payroll withholding / Not applicable].</li><li><em>1099 workflow</em> — W-9 Collection Workflow [dropdown: Portal form / Secure link / Email request / At onboarding / Case-by-case]; 1099 E-File Provider [dropdown: Track1099 / Tax1099 / Yearli / Payroll provider / Accountant software / …]; 1099 Filing Status (current year) [dropdown: Not started / In progress / Submitted / Accepted / Corrections filed].</li><li><em>Sales tax</em> — Sales Tax Portal Links (reference) [long text]; Exemption Certificates On File [dropdown: None / Partial / Complete / Not applicable].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Bookkeeping / Tax Prep. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Bookkeeping / Tax Prep client workflow — bookkeeping setup — tax, 1099 &amp; sales tax.</p>"
  }
]