CLIENT ONBOARDING

Service Description

Do you want to walk through onboarding together? We understand that the initial invite for your Welcome Guide can be overwhelming. Hop on the phone with us for us to walk you through the steps to get connected to your TaxDome account for us to accelerate the onboarding process. Inside of this virtual discussion, please have your computer accessible to you as we will walk you through → QuickBooks access requirements → TaxDome account set up → Answer any additional questions you may have in regard to systems and communication policies with our firm. Once you have completed your questionnaires for your client engagement, we will provide either a Legacy Math™ evaluation or a Tax Return Review for your next session to commence or complete your engagement, respectively.