Stop Wasting Hours On Client Onboarding
Get Our Proven Onboarding Workflow Starter Kit — Built for Busy Accounting & Tax Pros who use or want to use TaxDome to transform the way they work
Automate your onboarding. Save time. Look polished.
All for just $7 — and ready to plug right into your firm today.
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Done-for-you Onboarding Workflow Template
Built to drop right into your practice management system (TaxDome, ClickUp, and more). Created by Accountants for Accountants.
Client Message Scripts
Steal-and-send templates for welcoming clients, collecting documents, and setting expectations
Quick Video Training
Watch in under 15 minutes — set up your new system in under an hour
Bonus: Client Experience Audit Tool
Spot gaps in your onboarding process and fix them fast
The Onboarding Workflow Starter Kit was built specifically for Tax Professionals, Bookkeepers, Accountants & Firm Owners who want to scale without more chaos.
Whether you’re onboarding 2 clients a month or 20, this kit helps you make every experience smooth, professional, and efficient.
The Onboarding Workflow Starter Kit
Why it works
1
Repeatable -
No more reinventing the wheel every time a new client signs
2
Automated -
Set up tasks, reminders, and messages to run in the background
3
Scalable -
Onboard more clients without burning out your team