Client Onboarding Form - ACCOUNT HERO

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- Bookkeeping
- Tax Preparation
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Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Onboarding Form

Thank you for choosing Account Hero! Please complete the details below so we can get started smoothly.

Step 1 of 7

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1. Business Information

Business Name(Required)

Trading Name (if different)(Required)

ABN/ACN(Required)

Business Structure(Required)

Other (please specify)(Required)

Industry/Services(Required)

Registered Business Address(Required)

2. Contact Information

Primary Contact Name(Required)

Role/Position(Required)

Phone Number(Required)

Email Address(Required)

Preferred Contact Method(Required)

Email

Phone

SMS

3. Accounting & Bookkeeping

Current Account Software(Required)

Other (please specify)(Required)

Require setup/migration assistance?(Required)

Yes

No

Current Bookkeeper/Accountant(Required)

BAS Agent/Tax Agent(Required)

4. Payroll (if applicable)

Do you employ staff?(Required)

Yes

No

If yes, number of employees?(Required)

Payroll Frequency(Required)

Superannuation Fund Details(Required)

5. Banking Integrations

Number of Bank Accounts(Required)

Payment Platforms Used(Required)

Other (please specify)(Required)

Other System Integrations (if any)

6. Compliance & Reporting

GST Registered?(Required)

Yes

No

BAS Lodgement Frequency(Required)

Additional Reporting Requirements(Required)

Other (please specify)(Required)

7. Supporting Documents (attach if available)

Copy of ABN/ACN Registration

Max. file size: 6 GB.

Latest Financial Statements

Max. file size: 6 GB.

Most Recent BAS

Max. file size: 6 GB.

Payroll Records (if applicable)

Max. file size: 6 GB.

Bank Account Details

Max. file size: 6 GB.

Declaration(Required)

I confirm that the above details are true and correct to the best of my knowledge.

Please upload your signature over printed name with the date. Thank you.

Signature Over Printed Name & Date(Required)

Max. file size: 6 GB.

Sign up for our newsletter to keep up with the latest tax and bookkeeping updates.

Email(Required)

Account Hero: Your Expert Small Business Partner. Reliable bookkeeping and payroll support designed for clarity, compliance, and growth. We take care of the finances so you can take care of your business.

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Working hours

Mon ‒ Fri: 8:00 am - 7:00 pm
Saturday: 8:00 am - 12 noon
Sunday: closed

Quick Links

Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Get In Touch

support@ahero.com.au
02 4092 8444
Unit 4/46 Sandringham Ave, Thornton, NSW, 2322

Your Expert Small Business Partner. Reliable bookkeeping and payroll support designed for clarity, compliance, and growth. We take care of the finances so you can take care of your business.

Facebook-f Twitter

Working hours

Mon ‒ Fri: 8:00 am - 7:00 pm
Saturday: 8:00 am - 12 noon
Sunday: closed

Quick Links

Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Home
About Us
Our Services
- Bookkeeping
- Tax Preparation
Packages
Contact Us

Get In Touch

support@ahero.com.au
02 4092 8444
Unit 4/46 Sandringham Ave, Thornton, NSW, 2322

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