New Client Onboarding

1

Legal Name* This field is required.As shown on your tax return

First Name

Last Name

2

NicknameWhat you'd like us to call you if different from your legal name: (i.e. Angie for Angela)

3

Email Address* This field is required.Will be your client portal login

example@example.com

4

Phone Number* This field is required.Where we can text you client portal reminders (it won't be super frequent)

Please enter a valid phone number.

5

Do you have a business?* This field is required.Choose YES even if you are operating as a single-member LLC/sole proprietor. Rentals count as a business!

YESNO

6

Should anyone else have access to your client portal(s)?* This field is required.Spouse is required if filing jointly Include any other contact who needs access such as VA or Office Manager.

YESNO

7

How many companies do you have?* This field is required.

8

Feel free to upload your corporate structure mapHelpful for more than 5 entities Don't have one? No problem! Keep going :)

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

9

Entity 1 Legal Name* This field is required.

10

Entity 1 DBA

11

Entity 1 Legal Structure* This field is required.

12

Entity 2 Legal Name* This field is required.

13

Entity 2 DBA

14

Entity 2 Legal Structure* This field is required.

15

Entity 3 Legal Name* This field is required.

16

Entity 3 DBA

17

Entity 3 Legal Structure* This field is required.

18

Entity 4 Legal Name* This field is required.

19

Entity 4 DBA

20

Entity 4 Legal Structure* This field is required.

21

Entity 5 Legal Name* This field is required.

22

Entity 5 DBA

23

Entity 5 Legal Structure* This field is required.

24

Click Here

For a template where you can enter all of your companies & contacts for easy sharing. Once the sheet is completed, you can share with one of these options:

1. On the next slide, you can share the Google Sheet link with us. Make sure the share access is for Anyone with the Link.

2. You can export from Google to an Excel sheet and upload it in 2 slides.

25

Share the Google Sheet URLClick Next if you prefer to upload an Excel sheet

26

Upload the Template HereOnly if you have not already shared the template via URL

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

27

Number of Additional Users* This field is required.

28

User 1 Name* This field is required.

First Name

Last Name

29

User 1 Email* This field is required.

example@example.com

30

User 1 Phone Number* This field is required.

Please enter a valid phone number.

31

User 1 Relationship/Role* This field is required.

32

Should User 1 have access to your personal portal?* This field is required.

YESNO

33

Which companies should User 1 have access to?* This field is required.

34

User 2 Name* This field is required.

First Name

Last Name

35

User 2 Email* This field is required.

example@example.com

36

User 2 Phone Number* This field is required.

Please enter a valid phone number.

37

User 2 Relationship/Role* This field is required.

38

Should User 2 have access to your personal portal?* This field is required.

YESNO

39

Which companies should User 2 have access to?* This field is required.

40

User 3 Name* This field is required.

First Name

Last Name

41

User 3 Email* This field is required.

example@example.com

42

User 3 Phone Number* This field is required.

Please enter a valid phone number.

43

User 3 Relationship/Role* This field is required.

44

Should User 3 have access to your personal portal?* This field is required.

YESNO

45

Which companies should User 3 have access to?* This field is required.

46

User 4 Name* This field is required.

First Name

Last Name

47

User 4 Email* This field is required.

example@example.com

48

User 4 Phone Number* This field is required.

Please enter a valid phone number.

49

User 4 Relationship/Role* This field is required.

50

Should User 4 have access to your personal portal?* This field is required.

YESNO

51

Which companies should User 4 have access to?* This field is required.

52

User 5 Name* This field is required.

First Name

Last Name

53

User 5 Email* This field is required.

example@example.com

54

User 5 Phone Number* This field is required.

Please enter a valid phone number.

55

User 5 Relationship/Role* This field is required.

56

Should User 5 have access to your personal portal?* This field is required.

YESNO

57

Which companies should User 5 have access to?* This field is required.