Client Onboarding Starter Kit

The complete, ready-to-use Client Onboarding Folder gives you everything you need to onboard tax clients like a pro. From the moment they book with you to the final e-file confirmation, you’ll have clear, professional, and organized templates that make the process stress-free for both you and your clients.

The kit includes:

• Full editable client intake form (with income, deductions, credits, IP PIN, spouse/dependents, and more)
• Complete document checklist library for all scenarios
• Full professional engagement letter
• Multiple welcome email templates
• Expanded IRS resource sheet & quick links
• Folder setup guide to keep your files organized
• Scripts to request missing documents without chasing clients endlessly

Perfect for:

Tax professionals who want to save time, eliminate onboarding headaches, and provide a premium experience that keeps clients coming back year after year.