New clients onboarded, without your team chasing paperwork.
Managing the document collection and system setup when a new client joins your practice — the front door of your onboarding process, handled to the same standard every time.
From first document to fully set up
A consistent checklist run for every new client, so onboarding quality doesn't depend on who happens to be free that week.
Document collection
ID, proof of address, prior-year returns, and financial records requested and chased against a checklist, not left to an unstructured email chain.
System setup
Client records set up inside your practice management and accounting software, matching your firm's existing structure and naming conventions.
Engagement paperwork
Engagement letters and terms of business tracked through to signature, so nothing is missing from the file before work starts.
Handover to the right team
Once set up is complete, the new client is handed to the relevant accountant with everything already in place — nothing left half-finished.
First impressions are made in week one
A new client's first experience of your firm is the onboarding process, not the first piece of advice. A slow, disorganised start colours the whole relationship — so it's treated as its own discipline, not an afterthought.
Three steps from signed engagement to ready file
The same checklist, every time — so quality doesn't depend on who's available that week.
Checklist triggered
A new client trigger starts the standard document and information checklist, tailored to the services they've engaged for.
Documents and setup completed
Records chased, engagement paperwork tracked to signature, and the client set up inside your practice software.
Handed over ready
The complete file is handed to the assigned accountant, with nothing outstanding and no loose ends.
What documents are typically required to onboard a new accounting client?
ID and proof of address, National Insurance number or UTR, prior-year tax returns or accounts, bank statements, and details of income sources — the exact list depends on whether the client is an individual, sole trader, or limited company.
What should a client onboarding checklist for an accounting firm include?
Identity and AML checks, document and financial-record collection, engagement letter and terms of business, practice-software setup, and a clear handover point to the accountant who will manage the relationship.
What information does a new accountant need from a client?
Personal and business identification details, prior accountant correspondence if switching, historical financial records, and clarity on which services are being engaged, so the right checklist and file structure is used from day one.
What do I need to onboard a new bookkeeping client specifically?
Bank and credit card statements, existing bookkeeping software access, a list of assets and liabilities, and any outstanding reconciliations, so opening balances can be set up accurately from the start.
New client just signed?
Send us the details — we'll run the checklist and have the file ready for handover.
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