Client onboarding checklist
Client Information
Project Scope
Legal Requirements
Financial Requirements
Communication Plan
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Use in Manifestly
Accounting Firm Client Onboarding Checklist
At Manifestly, we’ve created an Accounting Firm Client Onboarding Checklist to help you get clients up and running quickly. This checklist includes all the necessary tasks and steps to ensure that your clients’ transition into your accounting firm is as seamless as possible.
Our Accounting Firm Client Onboarding Checklist includes tasks such as:
- Gather client information and documents
- Set up accounting systems
- Create client accounts
- Introduce clients to the team
- Provide training and support
- Set up billing and invoicing systems
Our Accounting Firm Client Onboarding Checklist allows you to quickly and easily onboard clients so that you can get them up and running as quickly as possible. With our checklist, you can easily keep track of the tasks that need to be done and ensure that nothing is missed or forgotten.
With Manifestly, you can easily create, manage, and share your Accounting Firm Client Onboarding Checklist with your clients and team. Our checklist is customizable and can be tailored to fit your specific needs and requirements.
Start using our Accounting Firm Client Onboarding Checklist today and get your clients up and running faster and more efficiently!
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