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All checklists

New client onboarding checklist

The 6 things to ask your client for: 3 every time, the rest only if they apply. Written so clients understand them.

Send this checklist with Elargi

Always needed

  • Signed engagement letter
  • Photo ID (passport or driving licence)
  • Last two years of tax returns

Only if it applies

Clients can say “I don’t have this” and move on.

  • Business registration documents
  • Tax reference number (EIN / UTR)
    A short written answer, not a file.
  • Which accounting software do you use?
    A short written answer, not a file.

Stop chasing the missing ones

Elargi sends your client one private link to this list. They upload from their phone without an account, and reminders list only what’s still missing. Free for 3 open requests; Pro is $19/month for the whole firm.