Bookkeeping Client Intake Form Template for India

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Key Requirements PROMPT example:

Bookkeeping Client Intake Form

"I need a Bookkeeping Client Intake Form for my small accounting firm in Mumbai that handles primarily retail clients, with specific focus on GST compliance and digital record-keeping requirements."

Document background

The Bookkeeping Client Intake Form is a foundational document used when establishing a new client relationship for bookkeeping services in India. It serves as both an information gathering tool and a preliminary agreement, ensuring compliance with Indian financial regulations including the Companies Act 2013, GST requirements, and data protection laws. This document is typically used at the beginning of a client engagement to collect crucial information about the client's business, establish service expectations, and document compliance requirements. It helps bookkeeping service providers understand the scope of work, assess client needs, and ensure all necessary documentation is in place for proper service delivery while maintaining regulatory compliance.

Suggested Sections

1. Client Information: Basic details including name, contact information, and business registration details if applicable

2. Business Profile: Nature of business, industry sector, annual turnover, and tax registration numbers

3. Current Accounting System: Details of existing bookkeeping methods, software used, and filing systems

4. Service Requirements: Specific bookkeeping services needed, frequency of reporting, and deliverables

5. Document Checklist: List of required documents for onboarding (tax returns, registration certificates, bank statements)

6. Authorization: Permissions for accessing financial information and representing the client

7. Data Protection Agreement: Terms regarding handling and protection of client's financial and personal data

8. Fee Structure: Payment terms, billing frequency, and service costs

9. Declaration: Client's confirmation of information accuracy and agreement to terms

Optional Sections

1. International Transactions: For clients dealing with foreign currency or international business

2. Multiple Branch Details: For businesses with multiple locations or subsidiaries

3. Industry-Specific Compliance: Additional requirements for regulated industries

4. Digital Service Access: For clients requiring online portal access and digital service delivery

5. Previous Accountant Details: Information about previous bookkeeper or accountant if applicable

6. Special Instructions: Any unique requirements or preferences in service delivery

Suggested Schedules

1. Schedule A - Service Package Details: Detailed breakdown of services included in different packages

2. Schedule B - Fee Schedule: Comprehensive pricing structure including all potential charges

3. Schedule C - Required Documents List: Detailed checklist of all documents required for different services

4. Appendix 1 - Terms and Conditions: Detailed terms of service and client obligations

5. Appendix 2 - Data Protection Policy: Detailed policies regarding data handling and protection

6. Appendix 3 - Service Level Agreement: Specific commitments on delivery timeframes and quality standards

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

Retail

Manufacturing

Information Technology

Healthcare

Professional Services

Real Estate

Construction

Hospitality

Education

Non-Profit Organizations

E-commerce

Agriculture

Financial Services

Transportation and Logistics

Relevant Teams

Finance

Accounting

Client Services

Compliance

Operations

Administration

Business Development

Tax Advisory

Risk Management

Relevant Roles

Accountant

Bookkeeper

Financial Controller

Account Manager

Finance Director

Compliance Officer

Business Development Manager

Client Relations Manager

Financial Administrator

Tax Consultant

Finance Manager

Managing Partner

Operations Manager

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Authors

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