Where to find it: Client intake forms

Branded online forms — tax, company, trust and SMSF — that create the client and open the job automatically.

Client forms let prospects and clients submit their details online, and Finye turns each submission into a client and a job.

Where to find it

Sidebar → Client forms (under Automation on some plans).

What you can do here

Publish a branded intake form — tax return, company, trust or SMSF.
Share the link or embed it on your website.
Accept submissions that create the client and open the job for you.

See Client intake and onboarding forms.