Client Onboarding icon

Client Onboarding

10 Downloads

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: www.calendly.com/youraccountCompletedProvide the details of your prior accounting professional (if applicable)CompletedProvide your prior year's tax returnCompletedProvide copies of passports and proof of address (as applicable for Anti Money Laundering due diligence)CompletedClient 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 your New Zealand 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