Client Onboarding

A lot needs to happen when your firm signs a new client—often by several different members of your team. A detailed process that you can replicate for each new client is the only way to make sure all bases are covered. This is the process used by accounting firms to onboard their clients.

Some steps in this process are specific to country's accounting requirements, but it's a great example of how a fast-growing firm is achieving success. Your firm can tailor these steps to suit the needs of your prospective clients.

This process is one of three provided, which all relate to their customer journey. You can also check out how they onboard their clients (once their leads are converted), and how they offboard clients at the end of their relationship.