Forms, consent and waiversForm
Client onboarding form template
Collect what you need from a new client in one signed form: who to talk to, who pays, what they want to achieve, what access you need, and their agreement to your terms and privacy notice.
Opens in the Salsox editor with 5 signing fields already placed for Client and Account manager. Add their emails and send. The free plan sends 3 documents a month.
Who signs
- Client
- Account manager (you)
Preview
Client Onboarding Form
Service provider: Northstar Bookkeeping Account manager: Joyce Mensah
1. Client details
Legal name: Mama Tee's Kitchen Ltd Registration number: CS123456789 Billing address: 33 Kojo Thompson Road, Adabraka, Accra
2. Contacts
Main contact: Mrs. Theresa Asamoah, Owner, 024 000 5566, theresa@mamatees.example Billing contact: Mr. Eric Dogbe, Office Manager, eric@mamatees.example Preferred way to communicate: WhatsApp for quick questions, email for documents
3. Engagement
Services agreed: monthly bookkeeping, payroll for 12 staff, and quarterly VAT returns Start date: 1 December 2026
What the client wants to achieve: accurate monthly accounts by the 10th, no late tax filings, and a clear view of profit by branch
4. Access
To deliver the services, the client will provide read access to the business bank account, the point-of-sale reports and the payroll spreadsheet. Access will be used only for the services and removed when the engagement ends.
5. Consent
The client confirms that:
- the details above are correct, and it will tell the provider of any change;
- it has read and accepts the provider's terms of service, which govern the engagement; and
- it has read the provider's privacy notice and agrees to the provider processing the information on this form, and information shared during the engagement, to deliver the services.
Signatures
Client signature: Signature · Client Date: Date · Client Name: Name · Client
Received by: Signature · Account manager Date: Date · Account manager
These templates are general starting points, not legal advice. Laws differ between countries and states: check that a template suits your situation, or ask a lawyer, before you rely on it.
About the Client onboarding form template
The first week with a new client sets the tone for the relationship, and most of its delays come from missing information: the right contact, the billing address, access to a system. An onboarding form collects all of it up front, in one place, with the client's signature on it.
This template asks for what service businesses actually need: the client's legal name and registration number (for invoices), separate main and billing contacts, the services agreed, what the client wants to achieve, the systems you need access to, and how they prefer to be contacted. Writing down the client's goals at the start gives you something concrete to report against later.
The consent section confirms the client has read your terms and privacy notice and agrees to you processing their information to deliver the service. Send it through Salsox straight after the proposal is accepted.
- Signers
- 2
- Signing fields placed
- 5
- Details to fill in
- 12
How to use this template
Open it in Salsox
Choose Use this template. Sign up free if you have no account; the template opens straight after.
Fill in the details
Type your details into each blank, or start from the sample to see how it reads. Save it as your own template to reuse it.
Add signers and send
The editor already has every signature, date and initials field in place. Add each signer's email and send; they sign on their phone, and everyone gets the sealed copy with its audit trail.
Used in
Questions
What should a client onboarding form collect?
Legal and billing details, the people to contact for what, the services agreed, the client's goals, any access you need, and their consent to your terms and privacy notice.
Why should the client sign an onboarding form?
A signature confirms the details are correct and records consent to your terms and to processing their information, which data protection laws in many countries require.
When should I send it?
Right after the proposal or contract is signed, so you have everything before work starts.
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Send it for signature in minutes
Start from this template in Salsox: fill in the blanks, add your signers and send by email, WhatsApp or SMS. Signers sign one field at a time on their phone, and you can collect a payment in the same step.