Client Onboarding

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Client Onboarding - see associated "Lead Tracking" template in library

Work type: Other

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	File client questionaire to server	Preparer
	If client has QuickBooks Online - request they invite us as accountant - send TEMPLATE email	Accountant
	Set client up in Invoicing/Billing	Bookkeeper
	Invoice for deposit	Bookkeeper
	Set client up in Outlook	Admin
	Set client up on server	Preparer
	Client prior year folder with info
	Client current year folder with info
	Intro and client info emails saved to server file
	Set client up in ProSystems	Preparer
	Change Mail Merge for Engagement Letters	Preparer
	Receive documents & details from past accountant	Preparer
	Add relevant project after client appears in FC	Preparer
	Add engagement letter
	Add tax return type or QB
	Update client info in FC on project (and add any secondary contact information)	Admin