user image

The Accountant's Guide

E-Books, templates, courses and more for accountants and tax professionals.

New Tax Client Onboarding Checklist

New Tax Client Onboarding Checklist

$27

WHAT IS INCLUDED

- Fillable PDF with 116 interactive fields and checkboxes

- Printable PDF for handwritten use

- Seven-phase onboarding workflow

- New-client profile and progress tracker

- Individual tax document collection checklists

- Compliance, due diligence, and security review

- Tax questions, goals, expectations, and deadline sections

- Final review, Form 8879, e-file acceptance, and delivery checklist

- Internal preparer and reviewer sign-off

- Commercial practice-use license

 

IDEAL FOR

- Independent tax preparers

- Enrolled Agents

- Accountants and bookkeeping firms

- New tax practice owners

- Virtual and in-person tax offices

 

HOW IT WORKS

Download the files immediately after purchase. Open the fillable version in Adobe Acrobat

Reader or another compatible PDF application, or print the printable version and complete

it by hand. Customize the workflow for your practice, services, software, engagement terms,

state requirements, and security program.

 

IMPORTANT

This product is a general workflow aid and does not replace legal advice, an engagement

letter, a privacy notice, a Section 7216 consent, Form 8879, Form 8867, a Written Information

Security Plan, or any federal or state requirement. Digital purchase. Due to the nature of

digital products, all sales are final to the extent permitted by applicable law.

 

Download your New Tax Client Onboarding Checklist today and give every client a more

organized, secure, and professional experience from the first consultation through filing.

 

The Accountant's Guide

@theaccountantsguide

 

Get my Checklist

.

Terms & Conditions

Terms and Conditions
Welcome to The Accountant’s Guide. By purchasing or accessing any of our digital products through Stan Store, you agree to the following Terms and Conditions.

1. Business Information

This store is operated by The Accountant’s Guide.
For any questions, please contact: info@theaccountantsguide.com

2. Digital Products

All products sold are digital in nature (e.g., guides, templates, courses, downloads). No physical items will be shipped.

3. Intellectual Property

All content, including but not limited to text, templates, graphics, and materials, is the intellectual property of The Accountant’s Guide.

You may:

  • Use the products for personal or business use

You may NOT:

  • Resell, redistribute, or share the products

  • Modify and sell them as your own

  • Share login or access details with others

Unauthorized use may result in legal action.

4. Payment Terms

All prices are listed in USD dollars. Payment is required in full at the time of purchase.

5. Access & Delivery

Upon successful payment, you will receive access to your digital product via Stan Store or email.

If you do not receive access, please contact us at info@theaccountantsguide.com.

6. No Guarantees

We make no guarantees regarding specific financial, business, or personal results from using our products. Results may vary based on individual effort and circumstances.

7. Limitation of Liability

The Accountant’s Guide shall not be held liable for any direct or indirect damages resulting from the use or misuse of our products.

8. Changes to Terms

We reserve the right to update these Terms and Conditions at any time. Continued use of our products constitutes acceptance of any changes.

💸 Refund Policy (48-Hour Window)

We offer a 48-hour refund policy for our digital products.

You may request a full refund within 48 hours of your purchase, provided that:

  • You have not significantly downloaded, used, or completed the product

  • You provide a valid reason for your request

To request a refund, please email: info@theaccountantsguide.com with your order details.

After 48 hours, all sales are final and non-refundable.

We reserve the right to refuse refunds in cases of misuse, abuse, or violation of our Terms.

📩 Contact Information

For any questions or support, please email:
info@theaccountantsguide.com

Subtotal :
Tax :
Total :
Loading payment form
or