Support & Feedback
Bookkeeping Client Onboarding form template
Onboard new bookkeeping clients by establishing portal access, gathering banking and accounting-software details, and confirming the scope of monthly services.
Secure PortalMonthly Close
What’s in the box
Your Private Portal
Create login credentials to securely share statements and reports.
Connect Your Stack
Tell us which accounting and banking tools you already use.
Clear Scope
We confirm exactly which tasks we'll own each month.
Perfect for
- Monthly bookkeeping setup
- Catch-up and clean-up engagements
- Accounts payable and receivable management
- Financial reporting onboarding
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Free forever with unlimited submissions. No credit card.
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