The ultimate Accountant & Tax preparation firms Onboarding checklist.

You’re not alone.

Most accounting firms lose precious time, trust, and even revenue during the onboarding phase — all because of one thing: no clear process.
‍
If you're tired of:
‍

• 
  Chasing clients for documents
• 
  Forgetting critical setup steps
• 
  Making a bad first impression...

This checklist will fix that.
‍
What You'll Get (FREE):
‍
‍A plug-and-play onboarding system designed for busy accountants &bookkeepers who want to wow clients from day one.
‍
Inside the download:
‍

• 
  Client Info Collection Templates (So you ask the right questions)
• 
  Required Docs Checklist (So nothing slips through the cracks)
• 
  Communication Setup Guide (Set clear expectations from day 1)
• 
  All the email script templates (Make a great first impression)
• 
  Follow-Up & Retention System (Where 80% of firms drop the ball)

🎁 PLUS — You Also Get These Powerful Templates:
‍

• 
  Welcome Email Template (Make a great first impression)
• 
  Secure Document Request Email (Get what you need faster)
• 
  Kickoff Call Agenda (Set expectations, build trust fast)
• 
  Next Steps Email Script (Keep the momentum going)
• 
  Engagement letters for CFO and Tax Preparations

💡 Why It Works:
‍

• 
  Saves hours of back-and-forth
• 
  Reduces overwhelm for you AND the client
• 
  Creates consistency across every onboarding
• 
  Helps you look 10x more professional
• 
  Turns new clients into long-term relationships