SmartPath.co

Free Onboarding Checklist
FOR TAX & ACCOUNTING PROS

When you need to onboard clients faster...

Use this checklist to your streamline your onboarding process.

The 10x Faster Onboarding Checklist

> Increase your margins with new and existing clients.

> Get paid for your knowledge, not just your time and labor.

> Give ideal clients a simple price they'll want to pay!

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Onboard clients 10x faster.

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Start engagements with less stress.

Use this checklist to standardize exactly what you need from each client.

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Minimize soul-crushing follow-up.

Get clients to happily collaborate instead of dragging their feet.

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Increase client loyalty.

Deliver more value, faster so you never risk losing clients.

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Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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