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New Customer Questionnaire

Section 1 - Your Contact details, Allowing us to contact you at a convenient time.

Preferred Contact Method
Preferred contact Time

Section 2 - Helps us to understand the nature and structure of your business.

Type of Business
Sole Trader
Partnership
Limited Company
Contractor / Freelancer
Charity / Non-Profit
Other (please Specify)
Approximate Annual Turnover
Number of Employees
Services You’re Interested In (Check all that apply)

Section 3- Software and Systems  (Helps PLUSA understand your integration needs)

Do you currently use any accounting software?
Support Level Required
How soon are you looking to start?
Consent and Submission (Required for UK GDPR compliance)
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