About this product

Tax season doesn't have to mean chasing bank statements. TaxSeason Flow gives your firm a complete, repeatable client-onboarding system — so new clients get onboarded in days, documents arrive on time, and messy client data becomes import-ready CSVs for QuickBooks Online.

WHAT YOU GET (24 files):

• Client Welcome & Rules Handbook — 12 pages (PDF + editable .docx): how you work, deadlines calendar, document rules, fees, communication standards, year-end procedures, data security, FAQ, glossary, and a signed acknowledgment page. White-label: swap in your firm name and go.
• New-Client Intake Questionnaire — 40 questions across 8 sections (PDF + editable .docx): business basics, owners & payroll, accounting history, bank accounts, invoicing, bills, tax filing history, and goals.
• New-Client Engagement Checklist — 17 items (PDF + editable .docx): conflict check to kickoff call, plus an engagement-letter clause checklist.
• 10 Copy-Paste Client Chase Email Scripts (PDF + editable .docx): gentle reminders that escalate politely — document requests, W-9s, missing statements, payroll access, year-end organizers.
• Onboarding Status Workbook (.xlsx, 100% native formulas, no macros): a multi-client 7-stage tracker (welcome kit → intake → engagement letter → documents → QBO setup → import review → go-live) with automatic completion %, status, days-active, and missing-document counts; a 24-item document checklist with live received-counter; and an editable stage-settings sheet. Ships with 5 clearly labeled fictional sample clients.
• QBO Batch Import Kit: 6 CSV templates pre-formatted for QuickBooks Online imports — bank transactions (3-column and 4-column), chart of accounts, customers, vendors, and products & services — each with a filled sample file showing exactly how a good row looks.
• QBO Mapping & Validation Guide (PDF + editable .docx): which template for which QBO import screen, column-by-column rules, a pre-import validation checklist, the safe 5-row test-import procedure, and common errors with fixes.

HONEST NOTES (please read):

• This kit prepares clean CSV files for import through QuickBooks Online's own import screens. It does NOT connect to or integrate with QuickBooks.
• QuickBooks changes its import screens and requirements over time. Always test-import a small file first and follow QBO's current on-screen instructions.
• This is an organizational and productivity toolkit — not tax, legal, or accounting advice.
• Sample clients and data are fictional and clearly labeled. CSV dates use MM/DD/YYYY; amounts are plain numbers.
• The editable handbook and documents are .docx files: edit in Word or Google Docs, or import into Canva. No native Canva share links are included.

FORMAT: ZIP download containing .xlsx workbook, PDFs, editable .docx files, and CSV templates. Works in Excel and Google Sheets; no macros, no add-ins.

What's included

• 24 files:
• Client Welcome & Rules Handbook — 12 pages (PDF + editable .docx): how you work, deadlines calendar, document rules, fees, communication standards, year-end procedures, data security, FAQ, glossary, and a signed acknowledgment page. White-label: swap in your firm name and go.
• New-Client Intake Questionnaire — 40 questions across 8 sections (PDF + editable .docx): business basics, owners & payroll, accounting history, bank accounts, invoicing, bills, tax filing history, and goals.
• New-Client Engagement Checklist — 17 items (PDF + editable .docx): conflict check to kickoff call, plus an engagement-letter clause checklist.
• 10 Copy-Paste Client Chase Email Scripts (PDF + editable .docx): gentle reminders that escalate politely — document requests, W-9s, missing statements, payroll access, year-end organizers.
• Onboarding Status Workbook (.xlsx, 100% native formulas, no macros): a multi-client 7-stage tracker (welcome kit → intake → engagement letter → documents → QBO setup → import review → go-live) with automatic completion %, status, days-active, and missing-document counts; a 24-item document checklist with live received-counter; and an editable stage-settings sheet. Ships with 5 clearly labeled fictional sample clients.
• QBO Batch Import Kit: 6 CSV templates pre-formatted for QuickBooks Online imports — bank transactions (3-column and 4-column), chart of accounts, customers, vendors, and products & services — each with a filled sample file showing exactly how a good row looks.
• QBO Mapping & Validation Guide (PDF + editable .docx): which template for which QBO import screen, column-by-column rules, a pre-import validation checklist, the safe 5-row test-import procedure, and common errors with fixes.

Key features

• White-label handbook → swap in your firm name and the 12-page welcome & rules handbook is client-ready
• 7-stage tracker with automatic completion % → every client's onboarding status, days-active, and missing-document count visible at a glance
• 10 chase email scripts that escalate politely → documents arrive on time without awkward follow-ups written from scratch
• QBO import kit with filled samples → each CSV template shows exactly how a good row looks, with a mapping & validation guide and a safe 5-row test-import procedure
• Engagement checklist with clause checklist → conflict check to kickoff call, nothing skipped