Client onboarding
Client Intake and Document Request SOP
Controls how intake documents are requested, reviewed, followed up, and attached to the engagement record.
ActiveOwner: Owner CPA
Review Checklist
Procedure checkpoints
Confirm that required review points, role ownership, and client-work boundaries are clear.
Step 1
Confirm engagement scope
Owner: Owner CPA
Step 2
Send intake checklist
Owner: Staff preparer
Step 3
Review uploaded documents
Owner: Reviewer
Step 4
Record missing items
Owner: Staff preparer