Onboarding kit: your engagement letter, intake and access checklist, filled in by your agent

Onboarding kit for bookkeepers: engagement letter, intake questionnaire and access checklist, filled in by your agent from the first call. Waitlist.

The onboarding kit will combine the engagement letter, the intake questionnaire and the access checklist into one tool. Your own agent fills it in from your first call with a client.

It isn't open yet

We're still building it, so there's no price or start date yet.

Join the list

Email mackenzie@mackenziebowes.com with the subject "Onboarding kit waitlist".

We'll reply to confirm you're on the list, then send one email when the onboarding kit opens, and nothing else. Ask at any time and we'll take you off the list.