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Client Onboarding Form
Step 1 of 2
50%
Entity Structure
Please choose what your entity structure is from below:
Incorporated Business
Individual
Sole Proprietor
Estate
Partnership
Non-Profit/Charity
Individual Information
Please fill out the fields below.
Name (Individual)
First
Last
Date of Birth (Individual)
Date Format: MM slash DD slash YYYY
Address (Individual)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Email (Individual)
Phone (Individual)
Referred By: (Individual)
Sole Proprietor Information
Please fill out the fields below.
Name (Sole Proprietor)
First
Last
Date of Birth (Sole Proprietor)
Date Format: MM slash DD slash YYYY
Address (Sole Proprietor)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Email (Sole Proprietor)
Phone (Sole Proprietor)
Business Name (Sole Proprietor)
CRA Business Number (Sole Proprietor)
Type of Business (Sole Proprietor)
Referred By: (Sole Proprietor)
Estate Information
Please fill out the fields below.
Name (Estate)
First
Last
Date of Birth of Deceased
Date Format: MM slash DD slash YYYY
Date of Death of the Deceased
Date Format: MM slash DD slash YYYY
Primary Contact's Name (Estate)
First
Last
1st Executor (Estate)
First
Last
2nd Executor (Estate)
First
Last
Primary Contact Address (Estate)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Referred By: (Estate)
Incorporated Business Information
Please fill out the fields below.
Business Name (Incorporated Business)
CRA Business Number (Incorporated Business)
Type of Business (Incorporated Business)
Year End Date (Incorporated Business)
Date Format: MM slash DD slash YYYY
Corporation Address (Incorporated Business)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Corporation Website (Incorporated Business)
Accounting Software Type (Incorporated Business)
Primary Contact's Name (Incorporated Business)
First
Last
Primary Contact Address (Incorporated Business)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Primary Contact Email Address (Incorporated Business)
Primary Contact Phone Number (Incorporated Business)
Secondary Contact's Name (Incorporated Business)
First
Last
Secondary Contact Address (Incorporated Business)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Secondary Contact Email Address (Incorporated Business)
Secondary Contact Phone Number (Incorporated Business)
Bookkeeper Name (Incorporated Business)
Bookkeeper Email Address (Incorporated Business)
Bookkeeper Phone Number (Incorporated Business)
Referred By: (Incorporated Business)
Partnership Information
Please fill out the fields below.
Corporation Name (Partnership)
CRA Business Number (Partnership)
Type of Business (Partnership)
Year End Date (Partnership)
Date Format: MM slash DD slash YYYY
1st Partner's Name (Partnership)
2nd Partner's Name (Partnership)
Corporation Address (Partnership)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Corporation Website (Partnership)
Accounting Software Type (Partnership)
Primary Contact's Name (Partnership)
First
Last
Primary Contact Address (Partnership)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Primary Contact Email Address (Partnership)
Primary Contact Phone Number (Partnership)
Secondary Contact's Name (Partnership)
First
Last
Secondary Contact Address (Partnership)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Secondary Contact Email Address (Partnership)
Secondary Contact Phone Number (Partnership)
Bookkeeper Name (Partnership)
Bookkeeper Email Address (Partnership)
Bookkeeper Phone Number (Partnership)
Referred By: (Partnership)
Non-Profit/Charity Information
Please fill out the fields below.
Corporation Name (Non-Profit/Charity)
CRA Business Number/Registered Charity Number (Non-Profit/Charity)
Type of Business (Non-Profit/Charity)
Year End Date (Non-Profit/Charity)
Date Format: MM slash DD slash YYYY
Corporation Address (Non-Profit/Charity)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Corporation Website (Non-Profit/Charity)
Accounting Software Type (Non-Profit/Charity)
Primary Contact's Name (Non-Profit/Charity)
First
Last
Primary Contact Address (Non-Profit/Charity)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Primary Contact Email Address (Non-Profit/Charity)
Primary Contact Phone Number (Non-Profit/Charity)
Secondary Contact's Name (Non-Profit/Charity)
First
Last
Secondary Contact Address (Non-Profit/Charity)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Secondary Contact Email Address (Non-Profit/Charity)
Secondary Contact Phone Number (Non-Profit/Charity)
Bookkeeper Name (Non-Profit/Charity)
Bookkeeper Email Address (Non-Profit/Charity)
Bookkeeper Phone Number (Non-Profit/Charity)
Referred By: (Non-Profit/Charity)
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