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Client Onboarding


Download your free Client Onboarding template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Client Onboarding' templateClient OnboardingCLIENT TASKSOnboarding checklist1 AutomatorPlease schedule your kick-off meeting at: the details of your prior accounting professional (if applicable)CompletedProvide your prior year's tax returnCompletedClient kick-off (step 1)4 AutomatorsConfirm all previous sales activities are completeCompletedClient kick-off (step 2)

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.

Download the Template

Download your Client Onboarding template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling