Client Onboarding Questionnaire

Client Onboarding Questionnaire

Name(Required)
Address
Do you use an accounting software?
Is your accounting software a cloud-based or a desktop?
What is your accounting basis?
If we have recommendations for making your accounting process more efficient, are you willing to change accounting software’s?
Consent

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An expert at Intellex will provide a complimentary review of your situation and help determine the best course of action moving forward. Whether it be a business transaction, fraud, divorce, or business accounting need, our team is here to help.

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  • With a world renown team of forensic accountants and investigative professionals, Intellex Forensics provides unparalleled experience bringing facts from the office to the courtroom. Using the form below, please provide insight into your situation giving us the ability to identify how we can help! An Intellex team member will be in touch within 24 hours to discuss further.

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