Are you an accounting firm providing professional services to your clients? Do you want to have a robust onboarding process in place? If you want to enhance your client intake process, then a client intake form is a must for you.
An accounting client intake form is a questionnaire essential for every accounting firm which aims to serve their clients in a quick and efficient way.
The questions help the firm to determine whether the client is suitable for their services and then formulate a strategy that helps them meet the business goals, requirements, and pain points of the client.
To create a client intake form perfectly suited to their needs, you need to analyze beyond what you usually require from your clients. You have to think about the various needs of the business to create a form that is useful and serves the purpose.
First, you need to plan systematically before drafting the client intake form. Here are a few questions to address while creating the form:
Most of the accounting firms prefer to start their client intake form with a personal note or welcome message and this is definitely a good practice. You can choose to use one of the bookkeeping client intake form templates to avoid technical hassles and make the writing process a breeze.
The most obvious information your client needs to collect from the form is your contact details. You need to keep your mailing and email address up-to-date at all times. The billing information is another crucial element to consider in the client intake form.
You might also consider adding your payment terms and details in the form along with the confirmation that your client has shared with you.
Besides these basics, the form should include a list of essential questions you would like your client to answer for you to meet their requirements.
If you are yet to put all your thoughts together, or need some help, you can use an accounting client intake form template. The questions typically included in a booking client intake form are categorized under the following headings:
As a professional services firm, time is money. Your primary focus is to work on functions that help you drive more revenue. By integrating a bookkeeping client intake form to your business, you will be able to automate the client and admin processes, thereby leaving you with more time and opportunities to focus on revenue-generation.
An accounting firm’s client intake form primarily serves the purpose of:
A bookkeeping client intake form serves much more than a simple contact form. In the long run, it becomes an integral element of your client onboarding process.
However, before you outsource your documentation process, consider if you really need it. Few possible reasons could be:
Client Hub will be your perfect choice when it comes to creating a client intake form that helps you to seamlessly onboard new clients and serve the requirements of your business. Integrating the power of efficient onboarding with customer experience, this platform masters customer relationship management (CRM).
A client intake form is a questionnaire you share with your clients to understand their business before offering solutions to eliminate their challenges and helping them meet their business goals. In other words, it can automate the process of collecting information.
You can choose to send an client intake form using any of the following ways:
A client intake assessment is a process, often conducted through a meeting and/or with documentation, that records the various dimensions of a client relationship—for instance, their needs and pain points. It aims to cater to the clients’ needs and increase their engagement. If you intend to provide professional assistance to your clients and gather data from them, you can choose to publish this form on your webpage.
