Give the role a reliable starting point.
Provide approved engagement materials, intake questions, access procedures, and the person authorized to accept the client.
An orderly start
Client onboarding support
Coordinate approved intake steps and keep the new-client file complete for your practice team.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Send approved welcome and intake materials
- Track engagement document status
- Coordinate portal invitations through account owners
- Prepare the initial information checklist
What comes back to your team
Work you can see and review.
New-client onboarding tracker
A working record with source references, current status, and the person responsible for the next step.
Access request list
A focused view of missing inputs, unanswered questions, and items that need your decision.
First-meeting preparation pack
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A new client returns an unsigned engagement document and asks for additional services. The assistant flags both items for the practice manager and keeps the original scope visible.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Verify entity names, document status, and authorized contacts. Confirm that account access follows the firm process before work begins.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
TaxDomeCanopyDocuSignYour client portal
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for client onboarding support?
Provide approved engagement materials, intake questions, access procedures, and the person authorized to accept the client.
How will we know what is complete?
Verify entity names, document status, and authorized contacts. Confirm that account access follows the firm process before work begins.
Which decisions remain with us?
Client acceptance, engagement terms, professional conflicts, and scope changes stay with the firm.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as TaxDome, Canopy, DocuSign. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
Records ready for review
Client document coordination
Organize client requests and source files against an engagement-specific checklist.
Explore the serviceVisible work queuesEngagement workflow support
Maintain engagement tasks, review stages, and dependencies across your practice.
Explore the serviceRoom for client workPractice administration
Coordinate the inbox, appointments, and recurring administrative follow-through behind your firm.
Explore the serviceA role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.