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Back Office Desk

Client Onboarding

New Client Onboarding

Please provide the information below to help Back Office Desk understand your organization, accounting setup, and onboarding needs. If you have already provided some of this information, please review and provide the most current details available.

Documents needed for onboarding will be requested separately through a secure method. Please do not submit sensitive documents or confidential account information through this form.

Back to Forms & Requests

Fields marked with * are required.

Primary Contact

Organization Information

Business Address

Is the mailing address the same as the physical address?

Owners / Members

Owner 1
Owner Type

Accounting Setup

Services & Support

Which services are you onboarding with Back Office Desk for?(select at least one)
What additional accounting support will be included?(optional — select any that apply)

Business Operations

Communication & Additional Information

How would you prefer routine accounting questions to be handled?

Please don't include Social Security numbers, ITINs, full bank or card account numbers, routing numbers, passwords, tax-authority credentials, or other sensitive information in this form.

Security verification

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If you have a general question instead, the contact page has our phone number and email address. Contact us