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Accounting Client Intake Form Templates

Every accounting firm needs a proper client intake process in order to serve their clients as quickly and effectively as possible. If you’ve yet to put together forms for your intake process, or are in need of a refresh, we've got you covered. Our client intake kit will help you bring in new clients more efficiently, and help boost your bottom line in the process. Simply download our client intake kit, revise and adapt it to your firm, and you'll be ready to go. This template includes:

  • Sample engagement letter
  • Sample client intake form
  • Sample tax intake forms