New Client Bookkeeping Getting Started Guide | Advanced Template | Onboarding

Format: Word Doc .docx


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
  • Welcome
  • To-Do list
  • Logins
  • Team
  • Support
  • 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.

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