7 editable files · Instant download
Accountant Client Onboarding Kit
A practical seven-template client-onboarding system for accountants who want clearer engagement setup, document collection and year-round client follow-up.
What is included
- ✓ Start Here Guide
- ✓ New Client Intake Form
- ✓ Services & Engagement Setup Worksheet
- ✓ Document Request Checklist
- ✓ Client Information Change Form
- ✓ Meeting Preparation & Agenda Form
- ✓ Year-Round Client Follow-Up Tracker
Pay once and use the files within your own business or team. Redistribution or resale is not permitted.
Before you buy
Good to know.
How do I receive the files?+
After secure checkout through Lemon Squeezy, you receive immediate download access to the files in this product.
What software do I need?+
DOCX files work in Microsoft Word or compatible word processors, XLSX files in Excel or compatible spreadsheet apps, and PDFs in standard PDF readers.
Can I customize and reuse the templates?+
You may adapt editable files and reuse the purchased templates within your own business or team.
Can I share or resell the files?+
No. Your purchase is for use within your own business or team. Redistribution, sharing as template files, and resale are not permitted.
Checkout
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Purchase Accountant Client Onboarding Kit securely through Lemon Squeezy.
Buy now — $39 CAD →