Discover how PYIP Bookkeeping replaced back-and-forth onboarding emails with structured Jotform intake collecting every financial document and business detail a new client needs to provide, upfront.
45%
Faster Client Onboarding
Zero
Missing Onboarding Documents
One
Standardized Intake Form
Automated
Document Follow-Up
New clients received a checklist of financial documents to gather over email, and PYIP Bookkeeping had no way to know what was actually submitted until someone manually checked.
Incomplete document sets meant bookkeepers had to go back and ask for missing pieces one at a time, dragging onboarding out over multiple email threads.
Every new client’s information arrived in a different format depending on how they chose to send it, with no consistent starting point for a new engagement.
We built a standardized Jotform intake form for PYIP Bookkeeping covering business details and every required financial document upfront, replacing the scattered email checklist approach.
Required fields and file-upload sections mean a client can’t submit an incomplete form, cutting out the multiple rounds of follow-up bookkeepers used to send one at a time.
Once submitted, the intake automatically routes to the right bookkeeper, and engagement agreements move through PandaDoc for signature right after giving every new client the same consistent onboarding experience from day one.
PYIP Bookkeeping provides bookkeeping and financial recordkeeping services for small businesses, onboarding new clients with a structured intake and document collection process.
PYIP Bookkeeping
