Onboarding a new accounting client involves a good amount of paperwork and organization.
With AirSend, the ability to create a channel template and duplicate that template means that you don’t have to go through the trouble of making, naming, and organizing a new set of file folders each time you have a new client. After creating the initial template, you will be able to digitally onboard clients with a few clicks of your cursor.
Here’s a quick tutorial on how to create a basic accounting channel template and how to use that template when bringing on a new client.
Step 1: Create A Channel
The first step is to create a new channel. You can call it your “Template Channel,” “New Client Template,” or even “Client Last Name, Client First Name (Template Channel).” Whatever makes it clear that this is not a channel you are using to interact with clients but a channel template you will use to onboard new clients.
Step 2: Edit Your Wiki
The next step is to edit the Wiki section of your channel. You can note down important information and even write a brief welcome message if you intend for your clients to have AirSend accounts. Remember that this is optional since clients can send and receive messages and files using their email, too.
Step 3: Add Your Folders
The third step is to add the folders that you typically use for each client. These will vary depending on your specialty and personal preference.
Some general ones include “Compliance Documents” — which will contain blank copies of your accounting contract, GDPR statement and where you will put the signed copies of those documents that your client provides, as well as their proof of identity. “Welcome Documents” — which has your welcome letter and a blank copy of your financial questionnaire in it. And “Financial Documents” for tax records, bank statements, cash flow statements, balance sheets, investment portfolios, and any additional financial documentation.
Step 4: Use Your Template Channel to Onboard New Clients with Ease
Once your template is complete, you can use it whenever you onboard a new client. Just duplicate the channel, rename it to your client name, and easily send and receive messages and files!
As you can see, creating and using accounting channel templates in AirSend is easy and can make your onboarding process much faster and simpler.
AirSend is a versatile digital workspace for accountants to share files, send messages, and complete tasks. See how AirSend can help you as your business grows here.