Client Onboarding

Personal Information

Name *

*

Address

Phone

Cell

DOB

Email *

Business Banking Information

If you have chosen our Firm to manage your Business Accounting please contact your bank and request that they provide a separate sign in for our Firm. Please indicate the following sign-in credentials:

Financial Institution Name

Bank Website

Username

Password

Security Question 1

Security Answer 1

Security Question 2

Security Answer 2

Security Question 3

Security Answer 3

Security Question 4

Security Answer 4

Add Remove

Business Credit Card(s)

Access Information

Do you have business Credit Cards?

Yes

No

Bank Name

Bank Website

Username

Password

Security Question 1

Security Answer 1

Security Question 2

Security Answer 2

Security Question 3

Security Answer 3

Security Question 4

Security Answer 4

Add Remove

Business Loan(s)

Access Information

Do you have business loans?

Yes

No

Please provide us with your Lender statements or online access information by filling out the following:

Bank Name

Bank Website

Username

Password

Security Question 1

Security Answer 1

Security Question 2

Security Answer 2

Security Question 3

Security Answer 3

Security Question 4

Security Answer 4

Please upload the latest copy of your loan statement

Maximum upload size: 10.49MB

Add Remove

PayPal, Square, and other Sign-in credentials:

Sign In

Please indicate any additional Sign-in credentials not mentioned above, e.g.: PayPal, Square, Shopify, existing Payroll Providers etc…

Company Name

Website

Username

Password

Security Question 1

Security Answer 2

Security Question 2

Security Answer 2

Security Question 3

Security Answer 3

Security Question 4

Security Answer 4

Add Remove

Additional Business Questions

Do you collect sales tax?

Yes

No

Please upload one page of the sales tax booklet

Maximum upload size: 10.49MB

Do you have any employees?

Yes

No

How many employee do you have?

Is your Accounting caught up?

Yes

No

What was the date of your last update?

Third Party Authorization

Do you want to authorize someone other than yourself to discuss your financial matters?

Yes

No

I authorize for you to speak with the following individuals regarding my account(s):

Name *

*

Email

Phone

Signature

Clear

Date

Business Information

Please Upload a copy of the Business Articles of Incorporation and Federal EIN.

Maximum upload size: 10.49MB

Prior Year Tax Returns

Please Upload a copy of your most current Personal Income Tax Return

Maximum upload size: 10.49MB

Please Upload a copy of your most current Business Tax Return for each business/investment

Maximum upload size: 10.49MB

ARK PENNY TAX & ACCOUNTING