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AccessiCart

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New Project Intake Form

Fill out this form so we can gather some basic info for starting your new project with us! If you are an existing client, we may already have some of this info, but we would appreciate you giving the info again as an opportunity to confirm it.


Your Name(Required)
Is this number:(Required)
Mailing Address for Business/Organization
You may have other people who will work with you on this project and should be included in any initial meetings and Basecamp (our project management platform) for communications, decisions, sharing files and content, etc. If you have other team members, please give their full names & email addresses here. (We recommend no more than 6 team members.)
Are you the main contact for this new project?(Required)
Main Project Contact Name(Required)
Who should receive emailed invoices?(Required)
Billing Contact(Required)
Copied on invoices
Would you like to be cc’ed on the emailed invoices to your billing contact?
We will be paying via:(Required)
We do not take paper check payments. We prefer ACH for payments over $500.

Zelle & PayPal Info

Payment via Zelle or PayPal is accepted. Payments should be sent to: [email protected]. This info will appear on every emailed invoice. Of these two methods, Zelle is preferred, since it incurs no fees to the service provider.

ACH information

To pay via ACH, we will need you set you up in our ACH system. This requires a quick phone call to give us the routing & account numbers from the front of a check. A microdeposit (usually $0.01) is made in your account, and you will give us a code that appears in the transaction description.

After this validation, you will receive any invoices via Stripe, with a “Pay this invoice” link. (Detailed invoices may also be sent via Quickbook.) Recurring automatic payments may also be set up using this payment method.

This field is for validation purposes and should be left unchanged.

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First Name(Required)
This field is for validation purposes and should be left unchanged.