This is Karbon's best practice process for onboarding clients into your accounting firm.

It includes the entire onboarding process, including:

• Using Client Tasks to automatically request initial information from your new client
• Preparing for the first onboarding meeting with your new client
• Using Client Tasks that automatically follow your initial meeting in order to collect further information (as discussed during the meeting)
• Setting them up in your internal systems
• Reviewing their specific financial situation and customizing the workflow to suit
• Follow up

To learn how to use this template in action, watch this short video.