Guide to Onboarding and Offboarding Checklists for CAS Clients

Although they appear at opposite ends of a client lifecycle, client onboarding and offboarding both require extra attention to make sure the process goes smoothly.

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Detailed checklists for both BAS and Bookkeeping client onboarding and offboarding
Tips to make sure the processes at both ends of the client lifecycle
Links to extra resources
And more!

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Guide to Onboarding and Offboarding Checklists for CAS Clients

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