Realty AI — Client Onboarding

Are you a real estate agent?

This helps us show you the right form.

We couldn't find your details

This link may have expired or already been used. Get in touch and we'll sort you out.

Tell us a bit about you

We'll be in touch to talk through what you need.

Name *

Please enter your name.

Email address *

Please enter a valid email address.

Phone number *

Please enter your phone number.

What kind of business are you?

What do you need help with?

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Thank you!

We've received your details and will be in touch within 1–2 business days.

Section 1 of 9

About you

Your personal details. All required for our records.

Full legal name *

As it appears on your ID or passport.

Please enter your full legal name.

Preferred name *

Please enter your preferred name.

Email address *

Please enter a valid email address.

Mobile number *

Please enter your mobile number.

Date of birth *

Please enter your date of birth.

Personal IRD number *

Please enter your IRD number.

Residential address *

Please enter your residential address.

Your real estate business

A few details about how you operate as an agent.

Real estate agency you work for *

Please enter the agency you work for.

Are you GST registered? *

Yes No Not sure

Please select an option.

GST filing frequency

Monthly 2-monthly 6-monthly

GST basis

Invoice Payment

Previous accountant

Have you worked with an accountant before?

We are required to send a professional clearance letter to your previous accountant. This is standard practice when switching firms.

Have you had an accountant before? *

Yes No — this is my first accountant

Please select an option.

Previous accountant's name

Previous accounting firm

Previous accountant's email address

Do you give us permission to contact them?

Yes, please contact them No, I do not give permission

Your rental property

A few details about your rental. We process one standard property — if you have more, we'll be in touch.

How many rental properties do you have? *

We process one standard property. If you have more, we'll discuss options after onboarding.

Please enter the number of rental properties.

Property address(es)

Do your rentals have a separate IRD number?

Yes No

Rental IRD number

Companies, trusts, or partnerships

Do you have a Company, LTC, Trust, or Partnership alongside this?

Do you have any of the following?

Yes No

Please choose an option.

Your bank account

We need your personal bank account details for tax refunds and payments.

Bank name *

Please enter your bank name.

Account name *

Please enter your account name.

Account number *

Please enter your account number.

Almost there.

Just a couple more things.

How would you prefer we contact you? *

Email Phone Either is fine

Please select a preference.

Anything else we should know?

Authority to Act — Inland Revenue

Inland Revenue requires this separately from our Terms of Engagement. Tick each point, then sign it.

Please complete every field and tick every box.

Something went wrong starting the signing request. Please check your connection and try again. Your details have not been lost.

Almost done.

Review your order and confirm before we take you to payment.

The information I've provided is accurate and complete. I understand that work will begin once my previous accountant clearance is received (if applicable). I have read and accept the Terms of Engagement.

Please check all three boxes to continue.

Something went wrong. Please check your connection and try again. Your details have not been lost.

Welcome aboard.

Are you a real estate agent?

We couldn't find your details

Tell us a bit about you

Thank you!

About you

What would you like us to do for you?

Your real estate business

Previous accountant

Your rental property

Companies, trusts, or partnerships

Your bank account

Almost there.

Authority to Act — Inland Revenue

Sign your Authority to Act

Almost done.