A structured form for collecting essential business and financial details from new accounting clients.
UK-based accounting firms starting relationships with new clients.
At the beginning of the client engagement to establish baseline financial information.
Your new accounting client just signed the engagement letter, and now the real challenge begins: getting everything you need to actually serve them. Between Companies House details, HMRC agent authorisations, VAT registration numbers, and anti-money laundering checks, the back-and-forth emails can stretch for weeks. Meanwhile, deadlines loom and your team is stuck chasing instead of doing billable work.
The accounting client onboarding in the UK template streamlines this entire process into a single, organised request. Clients see exactly what you need, complete it at their own pace, and automatic reminders handle the chasing for you.
