What to Include in the Onboarding Checklist for New Accounting Clients

When a new client comes to you, it is expected that they have many questions in mind and are looking for the best accounting solution.

The onboarding process for accounting clients varies greatly from client to client. For instance, the process you use when onboarding a client for tax planning will be substantially different from one for CFO services. Regardless, the initial process must be structured, and you’ll require a checklist with all the documents and information you need from the client to facilitate the process and collection of these, in an automatic and effortless way. By considering the importance of the onboarding checklist for new clients, your business will not only become productive sooner than expected but also ensure that the client is engaged and updated about the completion of all processes.

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Supercharge your Salesforce CRM data collection with the help of a Form Builder

Customer data is without a doubt your company’s most valuable asset. From lead generation to long-term retention, your company teams rely on the knowledge you have about clients to provide satisfying experiences at the appropriate moment.

Many companies turn to Salesforce CRM as a solution to manage all their customer’s data. As one of the most widely used CRM platforms, Salesforce offers all organizational departments—including marketing, sales, customer service, and e-commerce—a single and current perspective of everything that occurs with customers.

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The 4 Simple Steps For A Great Coaching Intake Form

One of the first steps in a coaching relationship is filling out a form. This can be something as simple as a paper intake form that summarises the first session, or something more detailed and detailed like coaching goals.

I’m sure you’ve already come across this coaching tool and the benefits it can have for your business.  More clients means more responsibility, and that includes needing to keep track of more things.

Sending new clients a coach intake form is the answer to all of your prayers. Not only does it create a smooth onboarding process, but it will also help you stay organized at all times!

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Law firm client intake form as quick and efficient as possible

Each time you meet with a new client, think of all the information you need to onboard a new client. Have you been using paper forms and looking for an alternative? Consider gathering your legal client intake form digitally. Keep reading about how electronic forms can help transform your practice, and see how they can help get the information you need.

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How to create an audit PBC request list and securely received the information

A “Provided by Client” list  or PBC List,  lists documents which will be needed to complete an audit on the client’s behalf. It serves as a checklist of what information the client is required to provide in order for the auditor to complete the audit. In a no-bid government contract, a PBC is required by regulation.

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How to create an Intake Form with Google Forms

Google forms allow you to easily create and share your forms with others and make it easy for them to provide their responses. Responses to Google Forms are stored in a spreadsheet on the Google Sheets app.

Google Forms is a great product. It’s free, easy to use and popular which makes it a good alternatively to create a simple or quick intake form but, if you need to accept attachments or file uploads and if you wish to present a more professional image to your future customers then it may not be the best option for your business.

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Accountants and Bookkeepers: Your Tax Return Checklist for Clients

Tax season is always a busy and stressful time around the office. Navigating clients can be tough as well when they don’t want to cooperate, slow down, or don’t respond sincerely.

One thing that’s important for running things smoothly: a checklist of tax preparation documents. That way, your clients know what they need to send or bring in. 

That’s why we’ve put together a tax return checklist for clients. Share this list for a quick way to remind your clients how to prepare for tax season.

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How to Create the Perfect Project Intake Process

This article will guide you on how to create a project intake form for your company. It will also provide best practices for the project intake process.

If you are looking to create a new project intake form or improve the current one, this article is perfect for you. It will provide step-by-step instructions and tips on how to create an efficient and effective project intake form that will help your company grow.

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OneDrive File Requests (Your questions answered)

Microsoft OneDrive file requests is a popular feature that provides you with a simple way to collect audio, video, presentations and documents from anyone within your organisation or external to it. It is an ideal way to securely collect large files without having to use file sharing software.

Here are some commonly asked questions about the OneDrive file request feature, with answers.

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