Client Onboarding Welcome Packet Template

Say goodbye to boring intakes and go the extra mile by including a welcome template that can be plugged into your favorite programs for easy automation like Jotform, your CRM, or emailed directly to your clients.

This kit gives you a more professional look while setting the tone and expectation for your clients that can cut down on those repetitive and redundant questions. You can just refer them back to your welcome kit!

What's Included: Template Editbale in Canva for your brand. NOTE: YOU WILL NEED TO FILL IN THE SECTIONS FOR YOUR BRAND (ABOUT US & MEET THE TEAM) Everything else is filled in.

Sections: 

• Cover Page (just drop your picture or logo)
• Welcome Letter (2 Versions - just drop your picture or logo)
• About Us
• Meet the Team
• Services Offered
• Client Expectations
• Tax Prep Process (2 Pages - 8 Step Process) (Referral Upsell)
• Privacy & Data Security (Defend MY ID Upsell)
• Resource Library