top of page

Stop Wasting Hours On Client Onboarding

Get Our Proven Onboarding Workflow Starter Kit — Built for Busy Accounting & Tax Pros

Automate your onboarding. Save time. Look polished.
All for just $7 — and ready to plug right into your firm today.

$1.png

Want to learn more? scroll down to see all the details

Get Access to....

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

Screenshot 2025-06-02 at 4.40.17 PM.png

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

2

3

Repeatable - 

No more reinventing the wheel every time a new client signs

Automated - 

Set up tasks, reminders, and messages to run in the background

Scalable - 

Onboard more clients without burning out your team

Purchase
bottom of page