Accounting Client Onboarding: What You Need to Know
Accounting client onboarding is the process of gathering essential information and documents from prospective clients in order to get them set up with their new accounting relationships. This process typically involves creating and sending out questionnaires, gathering documents, and verifying legal requirements in order to create an accurate and comprehensive understanding of the client’s business.
For businesses that need to regularly onboard new clients, a template can streamline the onboarding process and save time for both you and your clients. File Request Pro can help you create custom accounting client onboarding templates in just minutes, without ever needing to code. Our powerful templates feature variables, custom branding, logic, and automated email notifications.
Our software also includes powerful features such as unlimited entries, sync with Google Drive, SharePoint, and Dropbox, and powerful email automation. File Request Pro has all the tools you need to set up a successful onboarding process and offer valuable services to your customers.
Frequently Asked Questions
- What is the purpose of this Accounting Client Onboarding form?
The purpose of the Accounting Client Onboarding form is to provide a consistent, standard way for clients to provide their information and documents so that you can begin working with them.
- When should I use this form?
You should use this form to record the onboarding process for new clients. It is important to use this form to ensure that all necessary information and documents have been provided by the client.
- What information and documents should be included in an Accounting Client Onboarding form?
It is important to include contact information, a list of services needed, agreement terms, invoices, bank account details, identification documents, and any additional information or documents required by the client.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Learn more about branding your document collection process.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Find out more about conditional logic.
Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
Read more about the flexible upload-page layouts.
Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
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