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