Bookkeeping Client Onboarding

The classic: bank access, receipts, and entity docs.

6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL

IntakeFlowSAMPLE PORTAL · DUMMY DATA

Bank feed / read-only accessSecure credential · REQUIRED
Read-only accountant login preferred.
••••••••••••stored encrypted — revealed only by you
Credit card statements accessSecure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
Prior-year tax returnFile upload
attachment.pdfuploaded
Entity formation documentsFile upload · REQUIRED
attachment.pdfuploaded
Payroll provider accessSecure credential
••••••••••••stored encrypted — revealed only by you
Receipt submission method preferenceText answer
Sample answer — this is what a client's reply looks like.

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