What's included:

This download gives you a complete client onboarding workflow system, designed specifically for accounting and bookkeeping firms. It helps you streamline every step of onboarding with clear processes and ready-to-use communications.

  • Customisable onboarding spreadsheets and workflow checklists

  • Client questionnaires and intake forms to gather information efficiently

  • Email templates and communication scripts for each onboarding stage

  • Exclusive continuation of Kellie Parks’ template collection