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Client Onboarding Autopilot for Accountants: The 7-Day Done-For-You System

A plug-and-play toolkit that cuts new client onboarding from 10 hours to under 1 hour — no expensive software required.

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One-time payment · Instant download · Lifetime access

The problem

Client Onboarding Autopilot is a complete system for solo accountants and small bookkeeping firms (1–10 people) who are tired of chasing documents, drafting engagement letters from scratch, and losing billable hours to admin. It includes email templates, a client-facing checklist, an internal workflow tracker, and a simple automation guide using tools you already have (Gmail, Google Drive, free-tier automation). Built for firms that want Karbon-level organization without the $59–$99/user/mo price tag.

What's included

Inside the product

  1. 1Module 1: The 7-Day Onboarding Map — step-by-step timeline from signed proposal to first deliverable
  2. 2Module 2: Copy-Paste Email Sequence — 9 ready-to-send emails (welcome, document request, reminders, engagement letter follow-up, kickoff confirmation)
  3. 3Module 3: Client Document Checklist — customizable PDF/Google Doc listing exactly what to collect by client type (sole trader, LLC, S-corp, etc.)
  4. 4Module 4: Engagement Letter Template Pack — 3 editable templates (basic, standard, premium) with plain-English clauses and e-sign instructions
  5. 5Module 5: Internal Onboarding Tracker — Google Sheets dashboard with status columns, auto-reminders, and time-saved calculator
  6. 6Module 6: No-Code Automation Recipes — 5 step-by-step workflows using free/cheap tools (Gmail filters, Google Forms, Zapier/Make free tier) to auto-send reminders and file uploads
  7. 7Module 7: Client Portal Lite Setup — how to create a simple, secure file-request page using Google Drive or Dropbox without paying for a portal
  8. 8Module 8: Troubleshooting & Scripts — what to say when clients ghost, send wrong docs, or delay signing
  9. 9Bonus: Onboarding Time Audit — a one-page worksheet to identify your biggest time leaks and fix them in 15 minutes

FAQ

Do I need any special software to use this?
No. Everything works with tools you likely already have: Gmail/Outlook, Google Drive/Dropbox, and optionally a free Zapier/Make account. The templates are provided in Google Docs, Sheets, and PDF formats.
Is this a subscription?
No, it's a one-time purchase. You get lifetime access to all templates and updates.
Will this work for my specific niche (e.g., e-commerce, real estate)?
Yes. The document checklist and email templates are fully customizable. We include examples for common client types, and you can easily adapt them to your niche.
How is this different from Karbon or Financial Cents?
Those are full practice management platforms with recurring fees. This kit gives you the essential onboarding workflows and templates without the software overhead or monthly cost. It's ideal if you're not ready for (or don't want) a full PMS.
Can I share this with my team?
Yes, the license covers your entire firm (up to 10 users). You can share internally but not resell or distribute publicly.
One-time price
$39 USD

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