Client Welcome Packet for Accounting Firms – Fully Editable Canva Template”

Welcome new clients with professionalism and ease!

This editable Client Welcome Packet Template for Accounting Firms is designed to streamline your onboarding process while making a great first impression. Perfect for CPAs, bookkeepers, and tax professionals who want to build trust and clarity from day one.

What’s Included:

• Editable Canva template (8 professionally designed pages)

• Welcome message

• Firm overview

• Services offered

• How to prepare for your first meeting

• Contact info & FAQs

• Next steps and closing page

• Fully customizable: Change colors, fonts, text, and branding in minutes

💡 Why You’ll Love It:

• Save hours on onboarding new clients

• Present a polished, branded look with ease

• Works for both solo accountants and growing firms

• No Canva Pro needed – works with the free account!

📩 How It Works:

1. Purchase & download the PDF guide

2. Click the Canva link inside to open your editable template

3. Customize and download your client packet – ready to send or print!

Format:

• PDF delivery with Canva template link

• Fully editable in Canva (free or Pro)