Client OnboardingClient

Signed in as Ted Brennan (sample)

View asOwner Our team Client

Checklist8

Read-only bank feed access
To do
Client
Brennan Landscaping
Due
Oct 15, 2026
Needs the client
Yes
Last year's business tax return
To do
Client
Brennan Landscaping
Due
Oct 18, 2026
Needs the client
Yes
Chart of accounts set up
To do
Client
Brennan Landscaping
Due
Oct 20, 2026
Needs the client
No
Daily sales export from the POS
To do
Client
Copper Kettle Café
Due
Oct 19, 2026
Needs the client
Yes
Opening balances entered
To do
Client
Copper Kettle Café
Due
Oct 22, 2026
Needs the client
No
Kickoff call booked
To do
Client
Summit Auto Glass
Due
Oct 21, 2026
Needs the client
No
Signed engagement letter
Done
Client
Brennan Landscaping
Due
Oct 10, 2026
Needs the client
Yes
Signed engagement letter
Done
Client
Copper Kettle Café
Due
Oct 14, 2026
Needs the client
Yes

Step or document	Client	Due	Needs the client	Status
Read-only bank feed access	Brennan Landscaping	Oct 15, 2026	Yes	To do
Last year's business tax return	Brennan Landscaping	Oct 18, 2026	Yes	To do
Chart of accounts set up	Brennan Landscaping	Oct 20, 2026	No	To do
Daily sales export from the POS	Copper Kettle Café	Oct 19, 2026	Yes	To do
Opening balances entered	Copper Kettle Café	Oct 22, 2026	No	To do
Kickoff call booked	Summit Auto Glass	Oct 21, 2026	No	To do
Signed engagement letter	Brennan Landscaping	Oct 10, 2026	Yes	Done
Signed engagement letter	Copper Kettle Café	Oct 14, 2026	Yes	Done