About this template
Work type: Other
Location: United States
Client industry: Professional Services
Version: 1 (Latest)
This template includes
- 11 tasks
Onboarding BIG2
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| Team Tasks | ||
|---|---|---|
| Send Email to Admin and Biller Notifying of Terms of the Engagement |
Account Manager
|
|
| Welcome Email is Sent to the Client |
Biller
|
|
| Set Up Billing Profile |
Biller
|
|
| Biller Creates & Sends a Service Agreement to Client |
Biller
|
|
| Review services to be provided for previous periods | ||
| Review services to be provided going forward | ||
| Set Up a Reminder for the Signature | ||
| Received a Signed Service Agreement |
Biller
|
|
| Add Company to "Active Client List" indicating Services Provided | ||
| Invoice for Services Due to Date |
Biller
|
|
| Invoice for services needed prior to Onboarding Date | ||
| Payment Received |
Biller
|
|
| Set client up in Firm apps |
Admin
|
|
| Financial Cents- add "Projects" from Service Agreement | ||
| Client Folder on the Drive | ||
| Tax Filing Worksheet | ||
| Active Client's List | ||
| Assigned the Project to the Team |
Admin
|
|
| Assigned Bookkeeper | ||
| Assigned Account Manager | ||
| Assigned Payroll Clerk | ||
| Assigned Sales Tax Clerk | ||
| Follow up Email with the Client |
Account Manager
|
|
| Bank Access Set Up | ||
| Credit Card Access is Set Up | ||
| Request Prior Year's Filings | ||
| Template Document Request from Prior Accountant is sent to the Client | ||
| Receive documents & details from past accountant |
Account Manager
|
|
| Received Log In for the State | ||
| Received Log in for the EFTPS | ||
| Copies of Prior Years' Filings | ||