KUBO
Forms

Onboarding, activation and engagement.

Three forms, one for each part of the KUBO relationship. Find the one that applies to you below.

  1. 01
    Accountant / partner

    Accountant Firm Onboarding

    For accountancy practices and professional providers joining the KUBO network — practice details, services, client base and launch.

    Open form
  2. 02
    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
  3. 03
    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