Looking for something? Search for: Client Onboarding Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition. Bookkeeping client onboarding checklist: 7 steps with to-do items April 28, 2025 - by Drazen Vujovic Discover a well-structured bookkeeping client onboarding checklist to streamline your process and set the stage for a successful long-term partnership. Client onboarding automation: How to streamline and simplify your onboarding process April 24, 2025 - by Nicholas Edwards Looking to streamline and enhance your onboarding process? Then look no further. In this article, we’ll explain everything you need to know about client onboarding automation. How to conduct online ID verification in Australia December 2, 2024 - by Drazen Vujovic Verifying your client’s identity is essential for the overall security of your business operations. In this post, we’ll explain how to conduct online ID verification for the Aussie market. Tax Return Documentation — Individual (questionnaire template) November 26, 2024 - by Drazen Vujovic Looking for an easier way to assist clients with their tax return? This post will show you how to create a perfect questionnaire and quickly collect relevant documentation. Tax return documentation - business (questionnaire template) November 24, 2024 - by Drazen Vujovic Looking for an easier way to assist businesses with their tax return? This post will show you how to create a perfect questionnaire and quickly collect relevant documentation. 7 tips to improve B2B SaaS onboarding (examples included) November 12, 2024 - by Drazen Vujovic Client onboarding in the B2B SaaS field is tough, but it gets easier if you use the right tactics. In this post, we’ll show you 7 ways to improve your onboarding process. B2B onboarding checklist template November 10, 2024 - by Drazen Vujovic A B2B onboarding checklist makes it easier to get your new project up and running. In this post, we’ll show you a template you can use for frictionless client onboarding. Financial audit questionnaire (free template) October 16, 2024 - by Drazen Vujovic A financial audit questionnaire enables you to quickly gather information and onboard clients. In this post, we’ll show you how to make one. How to make a financial audit checklist (template included) October 12, 2024 - by Drazen Vujovic Financial audits should follow the same pattern if you want to improve productivity. In this post, we’ll show you a checklist template that can help you better prepare for new clients. A beginner’s guide to customer onboarding metrics August 21, 2024 - by Sylva Sivz Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about. How to build an effective B2B customer success onboarding program  August 10, 2024 - by Sylva Sivz Learn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term. Create a perfect tax planning questionnaire (free template included) August 9, 2024 - by Drazen Vujovic Learn how to create a comprehensive questionnaire that will help you prepare for the tax planning meeting. 6 tips for enterprise onboarding success July 26, 2024 - by Sylva Sivz Discover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers. How to verify your clients’ identity online July 5, 2024 - by Drazen Vujovic Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online. Questions for an FBT questionnaire (free template included) June 20, 2024 - by Drazen Vujovic Want to create a fringe benefits tax questionnaire? Check out this post to see what questions to include, or simply use our free FBT questionnaire template. Requirements gathering questionnaire (free template included) June 11, 2024 - by Drazen Vujovic Questions to ask in a requirements gathering questionnaire Why you need a client organizer and which one to choose May 27, 2024 - by Sylva Sivz Using a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post. How to improve your KYC onboarding process May 3, 2024 - by Drazen Vujovic Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions. Seamless onboarding: A comprehensive accounting client intake form August 31, 2023 - by Drazen Vujovic Would you like to streamline client onboarding? Read this post to learn how to create a perfect accounting client intake form. The best Karbon client portal alternative August 22, 2023 - by Drazen Vujovic Looking for a Karbon client portal alternative? Read on to learn about some of the best options for accounting firms. Top 15 client onboarding tools to boost efficiency August 13, 2023 - by Drazen Vujovic Looking for better ways to welcome your new clients? Read on to learn about some of the best client onboarding tools for service companies. A comprehensive guide to white-glove onboarding August 3, 2023 - by Nicholas Edwards Looking to give your customers a white-glove onboarding experience? In this article, we cover everything you need to know. Improve your project intake process: A step-by-step tutorial July 18, 2023 - by Drazen Vujovic Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals. How to create the ultimate tax preparer checklist for clients July 13, 2023 - by Nicholas Edwards Want to make tax season less stressful? In this article, we’ll show you how you can by using a tax preparer checklist for clients. What is a project intake form — and how to make one May 9, 2023 - by Drazen Vujovic Not sure how to kick off your next project? Read our guide to learn what a project intake form is and how to create one for your organization. Why you need a document upload portal — and the best tools for the job March 28, 2023 - by Nicholas Edwards A secure document upload portal is essential for any kind of business. In this article, we’ll explain why, and highlight the best tools for the job. How to write a new client welcome email February 26, 2023 - by Drazen Vujovic Read this post to learn about the best new client welcome email tips, examples and templates. What to include in an audit engagement letter July 25, 2022 - by Kathryn Yanchycki An audit engagement letter outlines the contractual agreement between the auditor and the client. Here’s why you need one and what to include. How to create a killer bookkeeping client intake form July 18, 2022 - by Marina Lovejoy-Black Get a list of the most important questions to ask in your next bookkeeping client intake form in order to gather as much vital information as possible to help facilitate the onboarding phase. Tax preparation client intake form (free template) July 14, 2022 - by Marina Lovejoy-Black Get to know your new clients before you begin onboarding them with a quick and easy tax preparation client intake form.
