First Impressions Matter Onboard with Excellence
Transform client onboarding from a painful paperwork process into a smooth, professional experience. Get all the documents you need before the engagement starts.
Don't Start with Frustration
Delayed Project Starts
Signed contracts sit idle for weeks while you wait for basic setup documents, delaying revenue and disappointing clients.
Confusing Requirements
Long email lists and PDF attachments overwhelm new clients who don't understand what you need or why.
Poor First Impression
Clients question their decision when onboarding feels disorganized and unprofessional from day one.
Professional Onboarding That Impresses
Create a smooth, organized onboarding experience that sets the tone for a successful relationship.
Contract to Checklist
Within minutes of signing, automatically send new clients a personalized onboarding checklist based on their service package and business type.
Crystal Clear Instructions
Each document request includes specific instructions, examples, and explanations of why it's needed, eliminating confusion and wrong submissions.
Progress Transparency
Clients see exactly what's complete and what's still needed. You get real-time updates and can intervene early if things stall.
Smooth Project Launch
Start engagements with all necessary documents organized and ready. Begin delivering value immediately instead of collecting paperwork.
Onboarding Results
Complete Onboarding Documentation
Business Setup
- Articles of Incorporation/Organization
- Operating Agreements or Bylaws
- EIN confirmation letter
- Business licenses and permits
Financial Systems
- Bank account information and statements
- Accounting software access/exports
- Chart of accounts and setup
- Previous accountant work papers
Tax & Compliance
- Prior year tax returns (3 years)
- State and local tax registrations
- Payroll tax setup and history
- Sales tax permits and filings
Operations
- Current contracts and agreements
- Insurance policies and certificates
- Property and equipment lists
- Employee and contractor information
Personal (for owners)
- Personal tax returns (if applicable)
- Driver's license and SSN
- Financial statements (if needed)
- Ownership structure documentation
Engagement Letters
- Signed service agreements
- Representation letters
- Fee schedules and billing arrangements
- Privacy and confidentiality agreements
"Our new client onboarding used to take 3-4 weeks and felt chaotic. Now with Doc Cheetah, clients are fully set up in 5 days and they constantly compliment us on how organized and professional the process feels."
Jennifer Walsh, CPA
Managing Partner, Walsh & Associates
Ready to Impress from Day One?
Join firms creating exceptional onboarding experiences that set the stage for long-term success.
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