Perfecting your client onboarding process


Onboarding new clients is a critical process for your accounting firm.

To set your clients up for success and efficiently collect everything you need, you need a clear plan that can be replicated and tracked.

In this video, Ian shares some critical considerations to make your process as strong and efficient as possible, including:

  • What to consider in your onboarding process

  • How to document every step in a detailed template

  • How to automate proposals and data collection

  • Methods for tracking onboarding progress across your entire firm

  • Best practices to alleviate and troubleshoot common onboarding issues

Download the presentation slides.