New Client Bookkeeping Getting Started Guide | Advanced Template | Onboarding

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Give your new clients a great onboarding experience. Provide all the information they need in a single guide they can refer to as needed. Our fully customisable Bookkeeping Getting Started Guide covers; Cover page Table of contents Welcome To-Do list Logins Team Support Other Services Documents to sign Anything else you want to add Choose from 3 format options when purchasing: Silver Level: Word Doc .docx Template Gold Level: PandaDoc Template, transferred to your PandaDoc account Platinum Level: PandaDoc Custom Done-For-You Concierge service: Don't waste time chasing signatures or trying to DIY. Choose PandaDoc Custom when purchasing and we'll Set Up and Custom Brand your docs ready for eSignature. Note on Delivery: Word Doc templates are available for instant download. PandaDoc templates are transferred to your account within 2 business days of purchase. This may take longer for custom designs, depending on receival of business information to include. Show more