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Feature
Solutions
Work Management
Manage your firm & clients in one place
Secure File Sharing
Safe way to share files with clients
Form Template
Forms for aiding accounting tasks
Survey Templates
Survey templates for accounting service
Design Library
Website Design
Optimized for Accounting
Logo Design
Free logo for start-up
Pricing
Free new client questionnaire form template for bookkeepers
This form collects information from new clients to understand their needs and preferences for bookkeepers.
New client questionnaire form
1 file(s)
146.68 KB
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