Client Pre-Setup Checklist

August 10, 2023

To ensure a quick and efficient setup process, gather this information before you start setup. 

You can work with your client to complete the checklist, or send it to them to complete.

The document has 3 sections:

  • General Settings (pages 1-2)
  • Accounts Payable (page 3)
  • Accounts Receivable (Pages 4-5) with an AR invoice template (page 6) that the firm can use to help get clients started.

Remove the AR section before sending to clients if you will not be offering AR services to your clients.  Customize the document with your logo if you wish.

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Settting up Client Management Console

Step by step instructions for the first three things you should do to set up your console.

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Client Demo Kit
Client Demo Kit

Find everything you need to prepare a demo of for your clients.