Why not just use email?
Email attachments get split across threads, arrive with names like scan0001.pdf, and have to be filed by hand. A Google Form fixes that – except that its File upload question asks every client to sign in to a Google Account first (Google Help), which many business clients won't do.
A client onboarding form
Suggested setup
- Questions
- Client or company name · Contact email · Tax year (dropdown) · ID document (upload) · Bank statements (upload, up to 10 files – the maximum per question) · Other documents (upload, optional)
- Allowed file types
.pdf,.jpg,.jpeg,.png- Folder name
{Client or company name} – {Tax year}- File name
{Client or company name} – {question} {n}
Each client gets a folder such as Mokoena Trading – 2026 containing Mokoena Trading – Bank statements 3.pdf, and the linked Sheet becomes your checklist of who has sent what.
Handling sensitive documents
- Files go to your Drive, not ours. NoLoginUpload uploads straight into your Google Drive and doesn't keep a copy. Form answers are held encrypted only until they're delivered to your Google Form.
- Keep the folder private. Uploaded files are ordinary Drive files you own; check your Drive sharing settings before sharing the parent folder with colleagues.
- Never ask for passwords or card numbers. NoLoginUpload refuses forms that ask for passwords or card details, and every hosted form shows a permanent safety notice to respondents.
- Know your obligations. ID documents and financial statements are personal information. Collect only what you need and keep it no longer than necessary under the privacy law that applies to you (for example POPIA or the GDPR).
On the Free plan you get 20 responses a month and files up to 25 MB each. Pro ($4/month billed yearly, or $6 month-to-month) removes the response limit and allows files up to 1 GB each. Files always count against your Google Drive storage – we don't store them. See pricing.