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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)
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)
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
MM slash DD slash YYYY
Date of Death of the Deceased
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)
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)
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)
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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