Client Onboarding Best Practice Checklist

A detailed best practice checklist for onboarding new clients to your accounting firm, complete with internal tasks, client requirements, and email templates to send to your clients.

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Download this best practice checklist for onboarding new clients to your accounting firm, complete with internal tasks, client requirements, and email templates to send to your clients.

Your client onboarding process sets the tone for what's to come. It’s an opportunity to make expectations clear, understand communication styles, gather all necessary information, and train the client on your systems.

This client onboarding checklist will help to ensure that every step is covered constantly and efficiently. Every section is laid out clearly, including kick-off, systems set-up, information collection, financials and workflow preparation, and review and advisory.

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