Why you need a Client Questionnaire Template

Getting the necessary information to hit the ground running with a new client can not be overemphasized and having a client onboarding questionnaire makes the process seamless. To help you standardize the process and save time, we’ve created a template you can use.

Our Client Questionnaire template was carefully created to include all the necessary steps needed to accurately complete the process.  You can also customize it to fit your firm’s needs and share it with your team members.

How our Client Questionnaire Template will help your firm

Our Client Questionnaire template will help your firm:

Get accurate and important information to get started with client work:
Using the client questionnaire template, you’ll be able to request and receive accurate, timely, and important information to get started with your new client’s work. No more delays or having to create a questionnaire every time. The request lists in this template are comprehensive and can be customized.

Manage heavy workload without skipping a beat:
A missing piece of information can significantly delay work and in the midst of the many other things you have to do, using our client questionnaire checklist template will help you save time and work more efficiently.

Standardize and streamline processes across your firm:
If your staff members have different ways of completing work, it’s time to standardize your process to improve the quality and consistency of your firm’s work. Standardizing your new client onboarding process through a client questionnaire checklist will save you from the headache that comes with incomplete data collection.

Deliver excellent work that drives client satisfaction and referrals:
Our client questionnaire template was carefully created to help you and your firm accurately complete the process. And when you deliver excellent work, your clients will eagerly refer their friends to your firm.

What you’ll find in our Client Questionnaire Template

In our fully editable and customizable Client Questionnaire Template, you’ll find:

  • Requests for personal information
  • Requests for company information
  • Questions about their business, transactions, employees, and much more

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Client Questionnaire Template

To use our Client Questionnaire Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

Client Questionnaire Template FAQs

Are the steps in the client questionnaire template accurate?
Yes, they are. We created our client questionnaire template with feedback from bookkeepers and accountants like you. However, please review each request carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.


You may also be interested in: