Client Onboarding Form

Client Onboarding Form

Form to collect comprehensive client information for onboarding at Overcash & Buell Inc..
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Who Referred You to Overcash & Buell Inc. and How Do You Know Them?
Who is Your Current Tax Preparer or Accountant?
Why are you considering changing Tax Preparers or Accountants?
Tax Preparer/Accountant RelationshipTimelinessPricingQuality WorkUse of TechnologyOffice EnvironmentLocation
Tax Preparer/Accountant RelationshipTimelinessPricingQuality WorkUse of TechnologyOffice EnvironmentLocation
What long-term objectives do you want to achieve in working with Overcash & Buell Inc.?
What expertise do you feel is vital for us to meet your needs?
PhoneE-MailWritten CommunicationVideo CallIn-Person Meetings
EmailPhysical MailSecure Upload PortalIn-Person Drop-off
Attorney Name
Financial Planner Name
Banker Name
InternalExternal
If External Bookkeeper, Please Provide Their Name
InternalExternal
If External Payroll Service, Please Provide Their Name
State & Country of Operations*
Years in Business*
Your Industry*
Type of Tax Classification*
Number of Employees*
YesNo
Current Accounting Software Used
Should be Empty: