Client Intake

Client Intake

Complete your company information so Aurum Ventura can begin setting up your administrative services.

Submitting this form does not automatically activate your account. Your information will be reviewed by Aurum Ventura before your client profile is created.

Company Information

Primary Contact

Business Operations

Authorized Contacts

e.g. "Authorized to submit routine administrative requests," "Authorized to approve invoice preparation," "Primary decision maker."

Systems & Software

Which systems does your business currently use?

Do not enter passwords, authentication codes, security questions or other login credentials in this form. Actual system access will be handled separately.

Administrative Services

Which administrative areas will Aurum Ventura be assisting your business with?

Business Information / Notes