Every firm asks new clients slightly different questions. An individual tax client needs filing status and dependents; a monthly bookkeeping client needs software access, bank feeds, payroll and sales tax. This builder lets you make the intake form that fits each client type, then download it to edit in Word.
How the intake form builder works
- Pick a client type. The individual (1040) preset covers contact basics, spouse and dependents, banking and documents, prior accountant, and services. The business preset adds entity details, accounting software and access, payroll, and sales tax.
- Choose your sections. Switch any section on or off, including an “Anything else” section for open questions.
- Add your own questions. Type a question, pick the section it belongs in, and it appears in the preview.
- Download or copy it. Download a Word file to brand and send, copy the text into your own form, or email it to yourself.
Questions that only apply to some clients (such as owner percentages for partnerships and corporations) are marked “only if” so clients can skip what doesn’t apply.
What to ask new clients
The builder covers the sections most firms need. For the full field-by-field list, the extra questions for bookkeeping and 1040 clients, and when to send it, read the accounting client intake form guide. The intake form is one step in onboarding; the new accounting client checklist covers everything before and after it.
Collect it without the back-and-forth in Tidyflow
In Tidyflow, your intake form becomes a structured client request: the client fills it in and uploads documents through their portal, conditional questions hide what doesn’t apply, reminders chase the missing pieces automatically, and everything lands in one place attached to their file. No lost email threads, no re-asking for the statement you were already sent.