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New Client Onboarding

Welcome.

We can't wait to work with you and your team! We just need a few bits of information to get started.

New Client OnboardingCameron Brister2022-03-25T14:49:10-05:00
1Organization Details
2Account Contacts
3Payment Preferences
What is the legal name of your organization?
What is your organization's phone number?
What is your website or domain name?
Physical Address*
What is your physical address?
Mailing Address*
What is your mailing address?
Tax Exempt*
Is your organization tax exempt?
What is your tax ID number?
Please attach your tax exemption certificate and any additional supporting documentation. If you don't have this now, don't worry, we can get it from you later!
Drop files here or
Max. file size: 1 GB.

    Primary Contact Details

    Primary Contact Name*
    Who is the primary contact for your organization?
    What is your primary contact's phone number?
    What is your primary contact's email address?

    Billing Contact Details

    Billing Contact Same as Primary?
    Who is your billing contact?
    Billing Contact Name*
    Who is the billing contact for your organization?
    What is your billing contact's phone number?
    What is your billing contact's email address?

    Authorized Contacts

    We take security and the privacy of your organization very seriously, so we will only allow authorized contacts to make requests on your behalf.
    Authorized Contacts
    List the full name, email address, and phone number of everyone who is authorized to make requests on behalf of your organization. Click the "+" button at the end of the row to add additional contacts.
    Full Name
    Email Address
    Phone Number
     
    Preferred Payment Method*
    What is your preferred payment method? Select all that apply.
    How'd you hear about us?*
    How'd you hear about us? We'd love to know!

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

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    Contact Info

    info@squareplanit.com
    (318) 516-1270

    Business Hours

    Weekdays 8:00am – 5:00pm CT

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    SquarePlanIT is an IT and cyber security services firm that exists to empower business growth through the use of innovative technology solutions. We are your trusted technology partner!

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