Give your new clients a great onboarding experience. Provide all the information they need in a single guide they can refer to as needed.
Our fully customisable Bookkeeping Getting Started Guide covers;
- Cover page
- Table of contents
- To-Do list
- Other Services
- Documents to sign
- Anything else you want to add
Choose from 3 format options when purchasing:
Silver Level: Word Doc .docx Template
Gold Level: PandaDoc Template, transferred to your PandaDoc account
- Platinum Level: PandaDoc Custom Done-For-You Concierge service: Don't waste time chasing signatures or trying to DIY. Choose PandaDoc Custom when purchasing and we'll Set Up and Custom Brand your docs ready for eSignature.
Note on Delivery:
- Word Doc templates are available for instant download.
- PandaDoc templates are transferred to your account within 2 business days of purchase. This may take longer for custom designs, depending on receival of business information to include.
Payment & Security
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.