Accounting Intake Form | MOAT Cybersecurity

📋 Instructions

Complete this intake form with your accounting firm information. When finished, click the download button to save your responses as a PDF. Then, email the completed PDF to onboarding@moatcb.com

Header & Identity

The basic details of your firm.

Firm Name

Phone Number

Tagline

Hero Section

The first thing visitors will see.

Main Headline

Call to Action (CTA) Button

Image Concept

The "Big 3" Services

1. Tax Preparation

2. Bookkeeping

3. Business Advisory

About the Firm

The "Why" (2-3 paragraphs)

Credentials

Languages Spoken

Client Resources

Client Portal Link

Secure File Upload Link

Refund Tracking Preference

Testimonials

Contact & Logistics

Office Address

Office Hours

Email Address

All Set!

Your intake form is ready to download.

📧 Next Steps

1. Click the download button below to save your completed form as a PDF
2. Email the PDF to onboarding@moatcb.com
3. Expect a response within 48 hours