This template is designed to guide you through the best practice process for onboarding clients into your accounting firm with Intuit QuickBooks.

It includes:

• 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

The start date is the date of the signed engagement letter, and the due date is 25 days later. The work is initially assigned to the Salesperson, eventually transitioning to the Onboarding Specialist.

Prior to using this template, be sure to review and personalize the Tasks and related Client Tasks.