Forms

Everything you need, in one place.

Pick the form that matches what you need. Each one takes a couple of minutes.

01
ACCOUNTANCY PRACTICE

Accountancy Partner Onboarding

For accountancy practices introducing clients to KUBO — practice details, referral areas, client base and revenue share.

Open form
02
PROFESSIONAL BUSINESS

Accredited Professional Provider Accreditation

For solicitors, accountants, HR consultants, financial advisers and other professional businesses delivering services to KUBO Members.

Open form
03
REFERRED BUSINESS

Client Activation & Discovery

For businesses referred to KUBO by their accountant — business details, product activation, legal, HR and director-protection snapshot.

Open form
04
INDIVIDUAL WITHIN THE BUSINESS

Client Discovery Form

For individuals within a referred business — personal, family and financial information used to identify useful recommendations.

Open form