Bookkeeping Client Onboarding
About this template
This onboarding template helps bookkeeping firms gather the information needed to establish or migrate a client's financial records. It covers legal and tax details, accounting methods, software, bank and merchant accounts, revenue and expense categories, access coordination, reporting preferences, and supporting documents.
Who it’s for
- Bookkeeping firms onboarding new business clients
- Accountants setting up or migrating accounting software
- Businesses beginning recurring bookkeeping services
- Firms that need bank, payment processor, and reporting details before setup
When to use it
- Before configuring a new client’s bookkeeping system
- When migrating records from another accounting platform or provider
- Before connecting bank accounts, merchant accounts, and sales platforms
- When defining reporting frequency and requested financial deliverables
Customization tips
- Explain how clients should grant software access without sharing passwords in the form.
- Adjust software, payment processor, and sales-platform choices to match the tools you support.
- Add service-specific questions for payroll, sales tax, inventory, or industry reporting when needed.
- Clarify which documents are needed for setup and the preferred file formats for uploads.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Bookkeeping Client Onboarding
Legal Business Information
Share the legal name and any trade name used on your financial and tax records.
Legal name used on tax filings and bank accounts. (Required)
The name customers see, if different from your legal name. (Optional)
Tax Classification
Tell us how the business is structured for accounting and tax reporting.
Select the legal structure of your business. This determines tax reporting and accounting setup. (Required)
Enter your EIN if you have one. This is used for company tax records. (Optional — mark sensitive if provided)
Provide state tax or sales tax registration ID if you collect sales tax. (Optional)
Accounting Preferences & Methods
Tell us which accounting method and fiscal settings apply so we can configure your bookkeeping correctly.
Choose the method you use to record income and expenses. This affects reporting and tax timing. (Required)
Select your fiscal year end month for reporting and closing entries. (Required)
Enter an approximate YTD gross revenue to help us gauge your reporting needs. (Optional)
Current Accounting & Sales Tools
Let us know which software and apps you use now so we can connect or migrate data properly.
Select all accounting or bookkeeping platforms you currently use. (Select all that apply)
Use this to detail any tools not listed above or explain current manual processes. (Optional)
Select platforms you use to get paid or sell products. We'll use this to configure income accounts and integrations.
Banking & Merchant Accounts
Provide details about bank accounts and merchant accounts we should connect or reconcile.
Share the bank name, account type, and last four digits for each account we should connect or reconcile.
Share the provider and account identifier for any payment services we should connect.
Name of the bank where your main business account is held. (Optional)
Sales & Expense Details
Tell us about your revenue streams and expense handling so we can set up the chart of accounts and categories.
Select all revenue streams that apply. This helps map income accounts correctly. (Required — choose at least one)
Select expense types we should expect so we can build categories and automation rules.
These items may require special accounting treatment. (Optional)
Access & Migration
Let us know what level of access you're able to provide and any migration needs.
Tell us how you'd like to grant access so we can plan the onboarding steps. (Required)
Tell us about access limitations, preferred migration dates, or security processes. (Optional)
Reporting & Service Expectations
Share the reporting cadence and specific reports you want so we deliver the right setup.
Select how often you want financial reports delivered. (Required)
Choose the reports you'd like included in your package.
Tell us your top priorities so we can tailor the setup and services. (Optional)
Supporting Documents
Upload files that will help us understand the current setup. Do not include passwords or login credentials.
Upload your most recent PDF or exported report to help us understand current balances.
If you have an export from your previous accountant or software, please upload it here. This speeds migration.
Optional but helpful for initial reconciliations.
Articles of organization, EIN letter, sales tax permit, or relevant registrations. (Optional)
