New Client Intake Form

Thank you for the opportunity to servicing you!

Happy Holiday!
Happy Holiday!

If you prefer to provide this information over the phone, we can gladly do so, however, to save time and to enhance the accuracy of the information, it is always better to use this form instead.

Our New Client setup process is fairly simple:

  1. Fill in the form below.
  2. Once the form is processed and approved on our end, you will get a welcome email to our billing portal, where you will be asked to enter your payment information (Credit Card or ACH).
    1. The email will be sent from our PCI-complied processor “ConnectBooster”.
    2. We require all our customers to have a valid payment method on file.
    3. more information can be found here…
  3. We will Email you our Master Service Agreement for electronic signature. You can preview this agreement here…

Once the above 3 steps are completed, you will be officially registered on our end, and will be eligible to request support from our team!

Additional forms we might request from you:
(Please do not need to fill these up, unless asked to do so)

  1. User list collection sheet: Click here
  2. Vendor data collection sheet: Click here

If at any point you have any questions, please Email us at, or contact our team via phone. We’re always happy to help !