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Accounting and business services

Client onboarding in steps

New client onboarding in three short steps, ending with a file upload for last year’s accounts. This form uses FillKite Pro.

PRO · Multi-step · File upload

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Client onboarding in steps

Fill it in and press the button to see how it behaves. Nothing you type is saved or sent.

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Test mode: you can try this form, but nothing you send is saved or passed on.

Your name

Your books

Do you have a bookkeeper today?

Documents

Last year’s accountsDrop files here or choose a fileDemo: uploads are switched off here. On your site this field accepts PDF files and spreadsheets, up to 3 MB each.

What is in this form

  • Your name (required)
  • Email (required)
  • Business name (required)
  • Software (required)
  • Do you have a bookkeeper today? (required)
  • Their name
  • Year end

How the conditional logic works

This form shows or hides fields as people answer, so everyone sees only what matters to them.

  • “Their name” appears only when “Do you have a bookkeeper today?” is “Yes”.

What FillKite Pro adds

This form uses multi-step, file upload, which need FillKite Pro. You can try it here for free. The download works on a site that has FillKite Pro.

Questions

About this form

Is the client onboarding in steps form free?

You can try it here for free. The form uses multi-step, file upload, which need FillKite Pro, so the download works on a site that has FillKite Pro.

Is anything I type saved?

No. This demo runs in test mode: FillKite checks your answers like a real form, but nothing is saved and no email is sent.

How do I use this form on my site?

Install FillKite, download the form with the button on this page, then go to FillKite → Import → From a FillKite file and choose the file. After importing, open it in the builder, change anything you like and add it to a page.

Does this form use conditional logic?

Yes. 1 field or notice shows only when earlier answers call for it. “Their name” appears only when “Do you have a bookkeeper today?” is “Yes”.

What fields does it have?

It has 7 fields: Your name, Email, Business name, Software, Do you have a bookkeeper today?, Their name, Year end.

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