Free client onboarding form template
Client or company details, plus ID and proof of address for identity checks. Customize it and publish in minutes.
8 questions · 2 document uploads · 2 sections
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Documents this form asks for
- Photo ID (Government ID)
- Proof of address (Other document)
AI extracts the key details from each upload and summarizes the submission for your review.
Made for accounting & tax and legal services.
Client onboarding
Please complete this form so we can set up your account. We need to verify your identity before we start working together.
- Are you joining as an individual or a company? (required)Single choice
- Individual
- Company
- Full legal name (required)Short answer
- Email address (required)Email
- Phone number (required)Phone
- Registered company name (required)Short answer
- Company registration number (required)Short answer
- Address (required)Paragraph
Identity verification
- Photo ID (required)Government ID
A passport, driver's license or national ID card.
- Proof of address (required)Other document
A utility bill or bank statement from the last three months.
- I understand that my documents will be processed with the help of AI to extract information for the reviewer, and that a person makes the final decision. (required)Checkbox
How it works
- 1
Describe the form
Write what you need in plain English. AI drafts the sections, questions and upload fields as a structured form.
- 2
Edit and publish
Adjust anything in the editor, preview it on desktop and mobile, then publish to get a shareable link.
- 3
Review with assistance
Answers and documents arrive in your dashboard. AI extracts key details and flags what's missing.
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