New Client Bookkeeping Intake — 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).

A few details about your business and how you work, so we can tailor your bookkeeping from day one. Takes about five minutes.

What it collects (by section):

• About you & your business — First name [short text]; Last name [short text]; Email address [short text]; Business name [short text].
• What you need from us — 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 / …].
• Your current setup — 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] (conditional).
• Accounts & documents — 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.
• Tax snapshot — Return Forms Expected [multi-select: 1040 / 1065 / 1120-S / 1120 / 1041 / …]; Vendors Requiring 1099 (count est.) [number].
• Anything else — Bookkeeping Notes (client-specific) [long text].

Conditional logic (forks):

• WHEN Data Migration Needed is Yes → show Migration Source System(s) (hidden by default until met).

Required: Email address, Service Focus (Bkpg/Tax) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Bookkeeping / Tax Prep. Deployment: embed.

Best for / surface when: 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.