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Client Onboarding

How accounting, bookkeeping and tax firms bring on new clients smoothly, from engagement letter to first upload.

  1. Discovery Call Questions for Accountants: How to Qualify New Clients

    A 20-minute discovery call can save a year of scope creep. The questions to ask prospective clients, the red flags to listen for, and what to send afterward.

    6 min read

  2. Onboarding Business Tax Clients: Partnerships, S Corps and C Corps

    Business returns have earlier deadlines and more moving parts than individual returns. Everything to collect when onboarding a partnership, S corporation or C corporation client, and when to collect it.

    8 min read

  3. Tax Client Intake Form: 30 Questions to Ask New Clients

    A good intake form catches complexity before you quote a fee. Thirty questions tax preparers should ask every new client, grouped by topic, plus tips for keeping the form short enough to finish.

    7 min read

  4. New Client Welcome Email Templates for Accountants and Bookkeepers

    The welcome email sets expectations for the whole relationship. What to include, plus ready-to-use templates for tax, bookkeeping and advisory clients.

    6 min read

  5. Client Onboarding Checklist for Accounting and Bookkeeping Firms

    A step-by-step onboarding checklist for accounting, bookkeeping and tax firms, from discovery call and engagement letter to access, authorizations and the 30-day check-in.

    7 min read

  6. Tax Engagement Letters and Section 7216 Consent: A Guide for Preparers

    What to include in a tax engagement letter, from scope and client responsibilities to extension policy and fees, plus the Section 7216 consent rules every preparer must follow before using or disclosing client information.

    11 min read

  7. How to Offboard (or Fire) an Accounting Client Professionally

    Some clients cost more than they pay. When it's time to end a relationship, how to do it professionally, and the offboarding checklist that protects your firm: records, access, authorizations and final invoices.

    7 min read

  8. Form 8821 vs Form 2848: Which IRS Authorization Does Your Firm Need?

    Form 8821 lets you see a client's IRS information. Form 2848 lets you represent them. Who can sign each, how to submit online or through Tax Pro Account, CAF numbers, revocations and common rejection reasons.

    9 min read