Finance / Free editable template

Accounting firm client onboarding workflow template

A client onboarding workflow helps an accounting or bookkeeping practice take on new clients the same way every time. This example runs across prospect, partner, practice manager and bookkeeper lanes, from enquiry and proposal to the engagement letter, anti-money laundering checks, authority to act, software setup and a first-month review.

This is a planning example, not financial, accounting, tax or legal advice. Check your own policies, auditors and local rules.

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Accounting firm client onboarding workflow example showing four lanes from prospect to bookkeeper, engagement letter and aml checks, software setup and first-month review
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Standardise the start

    Use the same discovery questions and proposal template for every prospect so scope and fees are clear from the beginning.

  2. Complete checks before work

    Make the engagement letter and anti-money laundering checks a hard gate. No work starts until both are done.

  3. Review the first month

    Book a review after the first month to check the setup, catch missing information and confirm the client is happy.

Questions about this template

Can I adjust the steps for a sole trader?

Yes. Remove the steps you do not need, such as parts of the software setup, and keep the engagement letter and AML checks before work starts.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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