New clients

Client Intake Form

Welcome aboard! This form collects a few details so we have the right information on file for billing and contact purposes. It takes about two minutes, and you only need to do it once.

However the invoice should be addressed — your own name, or your business or organization's legal name.

Should we send bills by text message as well as email?

Billing texts are sent through Xero, our accounting system, so they arrive from a different number than the one we call and text from. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for assistance.

Should we send bills by postal mail as well as email?

We keep this on file whether or not you want paper bills.

Purchase order numbers, a separate accounts payable contact, preferred billing dates, or anything else that will make invoicing easier.

These details are used only for billing and account contact. Nothing is added to a mailing list and nothing is shared with anyone else. This form is protected by Cloudflare Turnstile.