Client onboarding playbook: a plug-and-play system to onboard new clients with ease Course overview: Onboarding a new client shouldn’t be messy, inconsistent, or time-consuming. This ready-to-use digital pack gives you the exact system accountants and bookkeepers need to create a smooth, professional client journey from first enquiry through to final handover. Designed to be white-labelled, software-agnostic, and role-based, this playbook is built so you can brand it, adapt it, and roll it out to your own firm straight away. Whether you’re a solo practitioner or leading a growing team, this toolkit will help you: Save hours of admin time. Ensure compliance steps are never missed. Deliver a first-class client experience every single time.