Bookkeeping Client Intake — shared by the community

Who this template is for

Bookkeeping Client Intake is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.

• Advisers, brokers and finance teams working in finance, insurance & tax.
• Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
• Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
• Respondents are clients and applicants — the form asks them 35 questions across 3 screens.

Why this form is useful

It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.

• 26 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It pins the request to a specific date.
• It captures a full postal address.
• It allows multiple selections without free text.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Bookkeeping Client Intake lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 5 conditional rules ship with it.

• Features conditional validation: if “Are you registered for VAT or sales tax?” is Yes, “Registration number and filing frequency” becomes mandatory before the form can be sent.
• Features conditional validation: if “Do you run payroll?” is Yes, “Number of employees and pay frequency” becomes mandatory before the form can be sent.
• Features conditional validation: if “Are your records up to date?” is No, “How far behind you are” becomes mandatory before the form can be sent.
• Features conditional validation: if “Are you replacing a previous bookkeeper or accountant?” is Yes, “Their name and whether we may contact them” becomes mandatory before the form can be sent.
• Features conditional validation: if “Is any filing overdue?” is Yes, “Which filing is overdue and the deadline” becomes mandatory before the form can be sent.
• All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.