Client Forms.
Secure intake and authorization forms for active and prospective Franco Blueprint clients. Each form is processed directly by our team — no third-party portals, no marketing lists.
Beginning of engagement.
Used during prospecting, onboarding, and entity setup. Each form routes securely to cfo@francoblueprint.com.
Mini Blueprint4Success™ Intake
Short prospect intake. Captures contact, entity basics, and current bookkeeping or compliance pain. Used before discovery calls and quote scoping.
Open Form Live 02Incorporation Intake
For founders forming a new entity. Captures proposed name, structure (LLC, C-Corp, S-Corp), state of formation, registered agent preference, owners, and operating intent.
Open Form Live 03KYC & AML Form
Know Your Client and Anti-Money-Laundering questionnaire. Captures beneficial ownership, source of funds, business activity, and government ID upload. Required prior to engagement.
Open FormEngagement Letter
Counter-signed engagement letter defining scope, fees, term, and responsibilities. Issued via Adobe eSign after KYC approval and quote acceptance.
In developmentBlueprint4Success™ Onboarding
The full post-payment onboarding. Thirteen sections covering entity, books, banking, taxes, payroll, debt, assets, and engagement priorities. Sections reveal by tier — Essential, Standard, or CFO.
Open FormActive operations.
Authorizations, document requests, and information changes used while we are actively working together.
Payment & ACH Authorization
Authorize Franco Blueprint Inc. to process payment by credit card or ACH bank debit. Supports one-time, recurring, and deposit-plus-balance arrangements.
Open FormW-9 Request
Fillable W-9 for U.S. vendors and contractors. Captures legal name, TIN, classification, and signature. Required for 1099 reporting at year end.
In developmentClient Information Change
Update on-file information: legal address, banking, signing officer, registered agent, contact person, or billing email. Routes to records and finance teams.
In developmentDocument Upload Portal
Encrypted client document upload for receipts, statements, prior returns, and source documents. Files land in Supabase Storage and route to your engagement folder.
In development1099 Recipient Intake
Year-end intake for U.S. vendors receiving 1099-NEC or 1099-MISC. Pulls W-9, confirms totals paid, validates address, and confirms issuance method.
In developmentSpecial cases.
Forms used when scoping a cleanup project or closing out an engagement.
Books Takeover Questionnaire
For founders bringing us into an existing book of business. Captures prior software, last close, open items, cleanup scope, and known issues so we can scope a Blueprint4Success™ cleanup engagement.
In developmentA note on security. These forms are transmitted over an encrypted (TLS) connection. Sensitive fields are masked in any PDF copy you receive, and full data reaches our finance and records team only. If you would prefer to share details by phone or through a Stripe link, email cfo@francoblueprint.com and we will route accordingly.