Client onboarding form
Three short steps to your firm optimization blueprint
Flat monthly pricing, scoped before we start · No long-term contracts. Takes about two minutes.
Encrypted in transit and at rest — no patient PHI on this form
- 1. Tell Us About Your Business
- 2. What Can We Take Off Your Plate?
- 3. Direct Contact Details
Step 1: Tell Us About Your Business
Keep it simple — just the basics about your organization.
Referred by a CPA firm? Enter their partner reference so they can track your onboarding.
🛡️ Healthcare Provider Security Note: NexAcc takes data privacy seriously. For our medical billing clients, we are fully prepared to execute a standard Business Associate Agreement (BAA) to ensure 100% HIPAA compliance before any patient data onboarding begins.
Encrypted in transit and at rest. We sign a BAA before any PHI is shared. No spam, ever. What you send is used only to respond to your request and is stored in our access-controlled systems — never sold or shared with advertisers. See our privacy notice.
Need the full signed onboarding packet with e-signature? Open the complete form.