Select your industry and service type to get a complete list of documents and information to collect from new clients.
Your customized onboarding checklist will appear here.
Create a branded file request page with this checklist built in. Clients upload everything to one place — no account needed.
Try File Request Pro FreeClient onboarding is the most document-intensive phase of any professional relationship. Without a structured checklist, critical documents get missed, deadlines slip, and both you and your client waste time going back and forth.
A good onboarding checklist ensures you collect everything upfront — from legally required forms to recommended supporting documents — so you can start work faster and avoid surprises down the road.
Select your industry from the dropdown — accounting, legal, real estate, interior design, financial advisory, insurance, or HR.
Choose your service type to see the specific documents needed. For example, an accounting firm doing tax preparation needs different documents than one doing monthly bookkeeping.
Check off items as you collect them. Your progress is saved automatically in your browser, so you can come back later.
Print or share the checklist with your team. Each item is marked as "Required" or "Recommended" so you can prioritize.
Tax preparation, monthly bookkeeping, audit, and advisory/CFO services. Includes IRS forms, engagement letters, and financial documents.
Personal injury, family law/divorce, real estate closing, corporate law, and immigration. Includes retainer agreements, HIPAA releases, and court documents.
Buyer, seller, tenant, and property management. Includes listing agreements, property disclosures, and financial pre-qualification documents.
Residential and commercial projects. Includes design briefs, floor plans, building permits, and brand guidelines.
Individual and business clients. Includes KYC/AML compliance, investment policy statements, and estate planning documents.
Personal (home, auto, life) and commercial. Includes ACORD applications, loss runs, and risk management documentation.
New employee and contractor onboarding. Includes I-9 verification, W-4/W-9 forms, benefits enrollment, and background check authorization.
It depends on your industry. An accounting firm doing tax preparation needs W-2s, 1099s, and prior year returns. A law firm doing personal injury needs medical records, police reports, and insurance information. Use the tool above to get the complete list for your specific situation.
Our checklists are based on current US regulatory requirements and industry best practices. Each item is marked as "Required" (legally or professionally mandated) or "Recommended" (best practice). However, requirements vary by jurisdiction — always verify with your compliance team or legal counsel.
Yes. Your checked items are automatically saved in your browser. You can close the page and come back later — your progress will be right where you left it. Use the Print button to create a paper copy, or the Reset button to start over.
Email is the most common method, but it's inefficient — files get lost in threads, attachments bounce due to size limits, and there's no way to track what's been submitted. A file request tool like File Request Pro lets you create a branded upload page where clients can submit everything in one place, organized automatically into your cloud storage.
