Accounting Practice Client Onboarding

Start an accounting engagement with its scope and opening information organised. This application is designed to connect client details, required documents and outstanding requests so the practice can review readiness before work begins.

Best suited to

Accounting practices onboarding new clients.

What you can manage

• Record the client information needed for the engagement.
• Define the accounting services included in the agreed scope.
• Collect the opening documents required for the work.
• Track information or evidence still missing from the file.
• Review the client's readiness for the start of service.

A practical workflow

Establish the engagement scope and request the relevant opening documents. Review the submitted information, assign follow-up on gaps and confirm the file's readiness before the recurring accounting work is scheduled.

Why this workflow matters

A client engagement works better when the promised service, required information and commercial terms are clear. Organising those elements gives the practice a practical basis for planning delivery, following missing inputs and discussing additional work with the client before expectations become difficult to reconcile.

Working with your records

Set the engagement scope and required review responsibilities before relying on a client workflow. Check documents, dates and delivery requirements with the responsible practice team. The application supports the organisation and preparation of accounting work; it does not supply an accounting engagement, audit opinion or tax advice to the practice's clients.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.