Client Onboarding Questionnaire Client Onboarding Questionnaire Name(Required) First Last Legal Name of Business(Required) Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Website PhoneEmail(Required) Do You Have an EIN? (federal Tax Identification Number) Yes No What is you EIN (federal Tax Identification Number)? Do you have a State Tax ID? Yes No State Abbreviation State / Province / Region State Tax ID Do you have a State Unemployment ID? Yes No State Unemployment ID Do you do business in any other states? Yes No Which States? Do you have Resale Certificates or a Resale License? Yes No I am not sure Do you use an accounting software? Yes No Which accounting software do you use?Intuit QuickbooksFreshBooksOracle NetSuiteMarginEdgeZoho BooksMicrosoft ExcelOtherDoes not applyIs your accounting software a cloud-based or a desktop? cloud-based desktop does not apply What is your accounting basis? Accrual Basis Cash Basis Unknown Who do you have banking relationships with?What is your banking account structure (ie. number of accounts, purpose of accounts, etc.)?Who currently does your bookkeeping?If we have recommendations for making your accounting process more efficient, are you willing to change accounting software’s? Yes No Do you use a Point of Sale “POS” System? If yes, which one?SquareToastLightspeedShopifyCloverPaypalIntuit QuickbooksStripeOtherDoesn't applyIf you answered "other," what POS system do you use? Do you use a Payroll Service? If yes, which one?ADPPaychexGustoOnpayIntuit QuickbooksInternalOtherDoes not applyWho is your tax preparer?Do you use a Customer Relationship Management “CRM” software? If so, which one?SalesforceZohoPipedriveMonday Sales CRMHubspotFreshsalesClickUpOracle NetSuiteCapsuleOtherDoes not applyHave you utilized any integrations between platforms? (For example, quickbooks & your bank, or your POS System & Quickbooks.)Do you have any tech projects or changes planned that will impact the functionality of your accounting software, payroll process, or POS system?Which of the following services would you anticipate Intellex taking over? Setup and integration of banking, accounting, and POS platforms Develop and implement chart of accounts Data entry into accounting ledger Process payroll Manage AR and AP Issue invoices Reconcile GL accounts Bank and CC statement reconciliation Financial reporting New business accounting set-up Check all that applyAre there any additional services that were not listed above that you would like Intellex to take over? If so, please list them below.Is there anything else you think we should know?Consent I agree to the privacy policy.CAPTCHA
