Accounting Client Intake Form Template for Ireland

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Key Requirements PROMPT example:

Accounting Client Intake Form

"I need an Accounting Client Intake Form for my Dublin-based accounting firm that specializes in small businesses and startups, with particular emphasis on GDPR compliance and digital submission capabilities."

Document background

The Accounting Client Intake Form is a crucial document used at the initiation of a professional relationship between an accounting firm and its clients in Ireland. It serves multiple purposes: gathering essential client information, ensuring compliance with regulatory requirements (including GDPR, AML regulations, and professional standards), and establishing the scope of services required. This document is typically used during the onboarding process of new clients or when updating existing client information to maintain compliance with current regulations. The form includes comprehensive sections covering client identification, service requirements, financial information, and various consents, all tailored to meet Irish legal and regulatory requirements. It forms the foundation for the professional relationship and helps ensure all necessary information is collected systematically and efficiently.

Suggested Sections

1. Client Basic Information: Essential contact details, including name, address, phone, email, and preferred communication method

2. Tax Registration Details: PPS Number (for individuals) or Tax Registration Number (for businesses), VAT registration status and number if applicable

3. Service Requirements: Checklist of accounting services needed (e.g., bookkeeping, tax returns, payroll, advisory services)

4. Identity Verification: Requirements for AML compliance including photo ID and proof of address specifications

5. Financial Information: Basic financial details including business type, fiscal year-end, current accountant if any

6. Data Protection Consent: GDPR-compliant consent for data collection and processing, including specific purposes and third-party sharing

7. Declaration and Signature: Client confirmation of information accuracy and agreement to terms of service

Optional Sections

1. Corporate Structure Details: For corporate clients - includes company registration number, directors' details, shareholding structure

2. International Operations: For clients with overseas activities - includes foreign tax obligations and international transaction details

3. Payroll Services Requirements: For clients needing payroll services - includes employee numbers, payroll frequency, benefits details

4. Previous Accountant Authorization: For clients switching accountants - includes authorization to contact previous accountant and request professional clearance

5. Industry-Specific Information: For clients in regulated industries or with specific reporting requirements

6. Group Structure Information: For clients part of a larger group - includes details of parent/subsidiary relationships

Suggested Schedules

1. Schedule A - Service Level Agreement: Detailed breakdown of services to be provided, response times, and service standards

2. Schedule B - Fee Structure: Comprehensive fee schedule for different services and payment terms

3. Schedule C - Required Documentation Checklist: List of all documents required for client onboarding and ongoing service

4. Appendix 1 - Privacy Notice: Detailed GDPR-compliant privacy notice explaining data handling practices

5. Appendix 2 - Terms and Conditions: Standard terms and conditions of service

6. Appendix 3 - AML Requirements: Detailed anti-money laundering requirements and procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Professional Services

Retail

Manufacturing

Technology

Healthcare

Construction

Hospitality

Financial Services

Real Estate

Non-Profit

Agriculture

Education

Transport and Logistics

Energy

Relevant Teams

Accounting

Tax Advisory

Audit

Client Relations

Compliance

Risk Management

Operations

Data Protection

Administrative Support

Partner Group

New Client Onboarding

Quality Assurance

Relevant Roles

Accountant

Tax Advisor

Audit Manager

Client Relationship Manager

Compliance Officer

Finance Director

Business Owner

Managing Partner

Financial Controller

Company Director

Practice Manager

Risk Manager

Data Protection Officer

Operations Manager

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Authors

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