Client Intake – SoWhenItBe Online

1. Client Organization Information

Legal Business Name

Business Address

Address Line 1

Address Line 2

City

State

Zip Code

City

4. Contact Accounts

State

ZIP

Company Phone Number

Cell Phone (Assigned Contact)

Tax ID

EIN

2. Primary Contact Information

Contact Name

First

Last

Title

Role

Contact Email

Contact Phone

3. Accounts Payable Billing Contact

AP Contact Name

First

Last

Title

Role

AP Email Address

AP Phone Number

4. Additional Notes

Additional Notes (Optional)