Onboard a new accounting client

Engagement letter to first deadline, with the clearance letter nobody remembers.

1. Send the engagement letter and agree the fee (Partner signs off)
2. Run ID and anti-money laundering checks
3. Send professional clearance to the previous accountant. Most people forget this: Without it you inherit their open questions and miss filings already started
4. Get agent access with HMRC
5. Collect last year's accounts and tax returns
6. Set the client up in the practice software
7. Put every filing deadline in the diary
8. Hold the kick-off call

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