Discovery Onboarding

"This Discovery Onboarding template is designed for use with QuickBooks Online (QBO) and various third-party apps, optimized for the new client file review and discovery phase. Slack and LastPass are stand-ins for whatever communication and password management tools your firm uses. The template guides you through key steps such as sending agreements, setting up shared folders, and onboarding clients into shared systems. A separate onboarding will follow if the client moves forward past this initial review phase."