How to create a Client Onboarding Form in Slack for accounting Firms

A form to collect information from new clients.

Great for accounting Firms

Streamline your client onboarding process with this form! Easily collect client information such as name, email, phone number, and address all in one place. Say goodbye to scattered information and hello to organized client data.

Add the Client Onboarding form to your workspace to update it's title, add more inputs and change how it's used in by your team in Slack.

Used by these great teams...

Add this form to your Slack workspace...

Sign in with Slack to add Forms to your Slack workspace. The Client Onboarding form will be preconfigured for you.

Open this the form in any Slack channel using the slash command: /form Client Onboarding


Want to review or test the Client Onboarding form yourself? Here is the raw JSON you can use with Slack's Block Kit builder:

{"type":"modal","title":{"type":"plain_text","text":"Client Onboarding","emoji":true},"submit":{"type":"plain_text","text":"Save","emoji":true},"close":{"type":"plain_text","text":"Cancel","emoji":true},"blocks":[{"type":"section","block_id":"client_name","text":{"type":"mrkdwn","text":"Please enter the clients name:"}},{"type":"input","block_id":"client_email","element":{"type":"plain_text_input","action_id":"client_email_input","placeholder":{"type":"plain_text","text":"Enter the clients email","emoji":true}},"label":{"type":"plain_text","text":"Email","emoji":true}},{"type":"input","block_id":"client_phone","element":{"type":"plain_text_input","action_id":"client_phone_input","placeholder":{"type":"plain_text","text":"Enter the clients phone number","emoji":true}},"label":{"type":"plain_text","text":"Phone","emoji":true}},{"type":"input","block_id":"client_address","element":{"type":"plain_text_input","action_id":"client_address_input","multiline":true,"placeholder":{"type":"plain_text","text":"Enter the clients address","emoji":true}},"label":{"type":"plain_text","text":"Address","emoji":true}}]}

About Forms for Slack

The Forms for Slack Slack app allows teams to create, edit and submit forms in Slack. Visit our Slack directory listing here.

Create your own Form, or start with one of our many templates.

Collect Form responses in any channel, or use our Zapier integration to send your Client Onboarding form responses to Google Sheets, Notion or 3,000+ other systems.

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