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New client resources
A practical way to begin the conversation.
Use the intake organizer to describe your business, the current QuickBooks file, and the questions that need a clearer view.
Send a new-client inquiry
Downloadable organizer
Download the New Client Intake Organizer
These organizers help collect useful context. They do not establish an engagement, determine tax treatment, or replace a conversation about scope.
Download intake organizer01
Use the organizer
Use it to describe the business, current file, workflow, and the questions that need a clearer view.
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Save a copy for the conversation
The organizer collects context; it does not establish an engagement or determine the scope of work.
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Use ShareFile when requested
Once an engagement is underway, use the external client portal to share requested records securely.
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