Onboarding

What is the purpose of the infographic?

These infographics are intended as a summary and aide-memoire for each of the services or process we handle as part of supporting your business.

What do I do and what do you do?

The tasks you do are on the left in grey, and the tasks we do are on the right in pink.

How do I handle my tasks?

Whenever we have a task for you, we will send you an electronic checklist to complete. This makes it really easy to upload info / answer specific questions we may have. It also makes it very easy to keep on top of work and track deadlines.

What is this infographic about?

The steps in the process for onboarding a new client, from signing your letter of engagement to being fully set-up, AML checked and taking over from your previous accountant if applicable.
Back to Process MapsOnboarding process by Ecommerce AccountantsBack to Process Maps

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