Every step in a client onboarding process is crucial and that is where this bookkeeping client onboarding checklist comes in. You can provide a seamless and engaging client onboarding experience to your new client with the help of this checklist.
You can streamline the entire client onboarding process using this checklist. To welcome your clients, you can leave a personalized welcome message or send a welcome email when they start the onboarding process. In the welcome package section, you can request clients to digitally sign an engagement letter and book a consultation call with your sales team member. This will help you build a strong client relationship starting from the onboarding phase.
Collecting client information without missing any important documents is crucial for your onboarding. The key to gathering and collecting information is to streamline the process and make it as convenient as possible for the clients to submit the required documents. On this bookkeeping client onboarding checklist, your accounting clients can fill out the basic information sheet to provide you with their work details. Using the document collection feature, clients can submit their financial statements, federal identification documents, tax return reports, and other financial reports. Depending on the client type, you can also request them to submit FEIN, S-Corp letter, adjusted TB, balance sheets, and more.
All these documents and the signed contracts like the bookkeeping contract and autopay form are stored online in a cloud folder to make it easily accessible when needed.
Start using this bookkeeping client onboarding checklist, to provide a digital and excellent onboarding experience to your clients.