Collect bookkeeping client intake details and route new requests through a structured approval and first-meeting process. The form captures contact information, business details, service needs, accounting software, transaction volume, records availability, and the people responsible for review.
Approved requests create a client-first-meeting task and continue to a configurable Google Calendar step. Rejected or expired reviews notify the requester.
Customize approvers, task instructions, calendar configuration, and notification content for your bookkeeping practice.
