Client Onboarding checklist

Create a scalable, efficient onboarding process

A standard onboarding process ensures that new client relationships start off on the right foot.

We consulted with thought leaders in the accounting and bookkeeping industry to put together a comprehensive guide to help firms standardize their onboarding processes.

This free onboarding checklist (presented by Aero Workflow,  Practice Ignition, and Hubdoc) will provide you with:

  • An overview of what your firm must establish before standardizing your onboarding process
  • Best practices for the “who, what, where, and when” of new client onboarding
  • A detailed list of steps to follow to ensure your client has an excellent onboarding experience, every time

Complete the form to download our free onboarding guide today!