Workflow Templates: New Client Onboarding checklist

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New Client Onboarding checklist

Initial Client Information

Collect basic client information including company name, address, and primary contacts

Obtain the client's business structure (e.g., sole proprietorship, LLC, corporation)

Request identification documents for verification purposes (e.g., driver's license, passport)

Accounting and Financial Data Gathering

Request access to the client's accounting software and financial statements

Collect previous year's tax returns and other relevant tax documents

Obtain a list of assets, liabilities, and inventory if applicable

Compliance and Legal Review

Review the client's business for compliance with relevant accounting standards

Ensure the client's understanding of their tax obligations and deadlines

Confirm that the client has no outstanding legal issues that could affect financial reporting

Communication and Workflow Setup

Establish preferred methods of communication and points of contact

Agree on a schedule for regular updates and meetings

Set up a secure method for exchanging sensitive financial information

Service Agreement and Onboarding

Prepare and review the engagement letter detailing the services to be provided

Discuss and agree on the fee structure and payment terms

Onboard the client onto the firm's project management system or client portal

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