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
Open formAccountancy Partner Onboarding
For accountancy practices introducing clients to KUBO — practice details, referral areas, client base and revenue share.
02
PROFESSIONAL BUSINESS
Open formAccredited Professional Provider Accreditation
For solicitors, accountants, HR consultants, financial advisers and other professional businesses delivering services to KUBO Members.
03
REFERRED BUSINESS
Open formClient Activation & Discovery
For businesses referred to KUBO by their accountant — business details, product activation, legal, HR and director-protection snapshot.
04
INDIVIDUAL WITHIN THE BUSINESS
Open formClient Discovery Form
For individuals within a referred business — personal, family and financial information used to identify useful recommendations.