New Client Information Form gives accounting firms a repeatable starting point for work that otherwise tends to live in individual inboxes, spreadsheets or memory. The objective is not to create bureaucracy. It is to make the minimum required information, ownership and next step visible before work moves forward.
Copy-ready checklist / form
☐ Legal/entity name
☐ DBA/trading name
☐ Entity type
☐ Tax ID/EIN collection method
☐ Primary contact
☐ Billing contact
☐ Physical and mailing address
☐ Phone and email
☐ Service(s) requested
☐ Current accounting/tax systems
☐ Prior service provider
☐ Fiscal year end
☐ Ownership/key stakeholders
☐ Referral source
☐ Preferred communication method
☐ Special deadlines or known issues
How to use the form
1. Collect only information necessary for the engagement.
2. Use secure fields or a secure portal for sensitive identifiers and banking information.
3. Assign an internal owner to validate completeness.
4. Convert confirmed information into the client record and engagement/workflow setup.
5. Record missing items as explicit follow-up tasks rather than leaving them in email.
How PracticeERP fits
A template creates consistency; the operating system makes that consistency repeatable. PracticeERP can connect client records, tasks, workflow status, time/WIP, billing and management visibility so the checklist becomes part of the engagement rather than a document someone has to remember to update.
Related resources
Use this with Accounting Client Onboarding Checklist, Accounting Workflow Templates, PracticeERP Features and Client Portal Implementation Checklist.
Ready to take the next step? Standardize the process first, then use PracticeERP to make ownership, exceptions and status visible across the firm.