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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)

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.

Download the Template

Download your Client Onboarding template now.

  • .XLSX File
  • Process Map

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