Online Account Opening Forms

Making your business look good from the beginning

No payment or card details required

Our Story

I was subscribing to the excellent ISL Online remote control software and contacted the UK distributor with a couple of questions. They professionally handled my query and offered me a discount if I bought directly. Because of their helpfulness and speedy replies, I was happy too.

They sent me this Account Opening Form, a Word document that I had to complete. Up to this point, I had dealt with a very professional company that sold first-class software, and I was disappointed. However, a Word document was better than the usual PDF document you must print out, complete with a pen, scan/photo and send back. At least with a Word document, I could complete the form on my computer.

But then I thought, what if I had to complete this form on my mobile phone? Editing a Word document is tricky enough, had it been a PDF there would be nothing I could do till I got to my office. There had to be a better way! A way that could make the company look more professional and a form that was quickly completed on a mobile. And so, Account Form UK began.

Our form is easy to use and configure

Set Up Your Form

Send Link To Customer

Email, WhatsApp, Facebook or text the link to your customer so they can complete your form on web or mobile.

Store Centrally

Benefits

Sending your customer a web link instead of emailing a form faster and more convienent than a form to print, but there are other benefits too.

Fast

The form can be opened in a web browser or mobile device and completed. No need to print, photo and email back.

100% Completion

All questions have to be answered before your customer cans submit the form. Going back to the customer and asking them to complete a question is nolonger needed.

Customer Simplicity

Only relevant questions are asked. If the customer selects a limited company then questions about partnerships and sole traders are not shown.

Readable

The form is filled in on a computer, mobile phone or tablet. Deciphering illegible handwriting is nolonger a problem.

Ready In 5 Minutes

You can start using your new account opening form today. Sign up for your free 90-day trial account and send your first form.

Easy To Find

All your completed account opening forms are in one easy to access place where you can search, filter, print or export them. You can mark each submitted for as accepted or rejected.

Pricing Plans

Monthly

£4

Set your company details

Upload your logo

Upload your T&Cs

Set your company colour

Yearly

£40

Same as monthly

2 months free

Bespoke

£499

Designed to your specification

Use your domain name

Specify your own questions

One-off fee – No subscription

FREE 90 day trial – Try it, you will instantly see the benefits. Subscriptions are made through the app and can be cancelled at any time.

Try Today!

No payment or card details required

What is an account opening form?

An Account Form is a document businesses use to gather essential information about new customers to set up their accounts. Details typically include:

Customer Information: Full name, contact details, and for business customers, the business’s name and address.
Account Preferences: Preferences related to the business’s services or products.
Credit Information: Financial details to conduct a credit check, especially for B2B transactions.
Payment Information: Credit card information, bank account details, etc.
Terms and Conditions: The business’s terms that the customer agrees to.

Upon form submission, the business reviews the details, conducts necessary checks, and if satisfactory, opens the account.

Examples you can try now!

Click the “Try Yourself” button and fill out the form presented, see how changing “Company Type” shows different questions and that the entire form has to be complete before submitting. These 3 examples use the inbuilt options that are available to all subscribers.