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New Client Set Up Forms

Having fast easy-to-use new client setup check list is vital for getting all of the information from your client the first time. Having a checklist makes life easier for any accountant.

New Client forms include:

• What to bring – New Client Welcome Letter
• File Cover Sheet
• Engagement Letters
• New Client Set Up Checklist
• Forms for Bookkeeping, QuickBooks, Payroll and Tax Preparation

Sign up today and start taking advantage of all the accounting resources to run your business.