Why you need our Request Client Access Template

Getting the necessary information to hit the ground running with a new client can not be overemphasized. To help you standardize the process and save time, we’ve created this request client access checklist template.

Our Request Client Access Template was carefully created to include all the necessary steps needed to accurately complete the process.  You can also customize it to fit your firm’s needs and share it with your team members.

How our Request Client Access Checklist Template will help your firm

Our Request Client Access Template will help your firm:

Get accurate information to get started with client work:

Using the Request Client Access Template, you’ll be able to request and receive accurate, timely, and important information to get started with your new client’s work. The request lists in this template are comprehensive and can be customized.

Manage heavy workload without skipping a beat:

A missing piece of information can stop work but using our Request Client Access Template will help you save time, get what you need on time, and work more efficiently.

Standardize and streamline processes across your firm:

If your staff members have different ways of completing work, it’s time to standardize your process to improve the quality and consistency of your firm’s work. Standardizing your processes through our request access checklist template will save you from the headache that comes with incomplete data collection.

Deliver excellent work that drives client satisfaction and referrals:

Our client questionnaire template was carefully created to help you and your firm accurately complete the process and deliver good work that drives referrals.

What you’ll find in our Request Client Access Template:

In our fully editable and customizable Request Client Access Template, you’ll find:

  • Step by step tasks
  • Status of tasks
  • A list of login credentials firms need
  • Assignees
  • Notes

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Request Client Access Checklist Template

To use our Request Client Access Checklist Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform to standardize your process.
  • You can also create a video to explain the tasks and any other important details to your team.

Request Client Access Checklist Template FAQs

Are the steps in the request client access checklist template accurate?
Yes, they are. We created our Request Client Access Checklist Template with feedback from bookkeepers and accountants like you. However, please review each request carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.

 

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