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Accounting Firm Client Onboarding Automation
Automated client onboarding system for accounting firms. Includes document request sequences, engagement letter templates, and a tax season preparation campaign.
Tax season chaos starts with disorganized onboarding. This system automates the entire new client process: welcome email sequence, document request checklist (with automated reminders), engagement letter templates, QuickBooks/Xero access setup guides, and a year-round communication calendar. Plus a tax season preparation campaign that starts document collection 60 days before deadline. Eliminates last-minute scrambles.
$47
Secure payment via Stripe. Instant download after purchase.
Professional starting frameworks based on current federal regulations.