Accountant Resources

• Getting Started Guides

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• Client Onboarding Game Plan

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• Client Hub Referral Partner Program

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• [Client] Introduction Power Point Deck

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• [Client] Intro to your Workspace Video & Script

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• Pre-Invite Sample Email Template

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• [Client] Sample Email Signature or Auto-Responder

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• [Client] Welcome to your Client Hub Workspace Handout

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• Guide to Becoming a Client Focused Firm

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• Introduction to Client Hub and Test Driving the Client Experience

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• Bookkeeping Client Onboarding Checklist (resource)

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• Client List Import Services

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• How to request a Branded Login page (add to website and/or email footer)

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• "Welcome to Client Hub" - Client Task Template

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• 5 affordable ideas for showing clients appreciation

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• Add New Client Workflow

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