Secure client onboarding playbook

Create a repeatable path from first contact through portal activation and scoped work.

11 minute guide · Published and last reviewed September 3, 2026 · ProTax Editorial Team

Use this step-by-step checklist

1
Confirm service, owner, responsibility boundaries, year or period, due date, and fee before work begins.
2
Invite only approved people with the minimum role they need.
3
Use a standard organizer and document request instead of collecting tax files by email.
4
Set expectations for requests, review, delivery, retention, and offboarding.

When professional review mattersTax rules depend on facts, entity type, jurisdiction, dates, and current guidance. Use this resource to organize the conversation—not to decide a tax position by itself.

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Secure client onboarding playbook

Create a repeatable path from first contact through portal activation and scoped work.

11 minute guide · Published and last reviewed September 3, 2026 · ProTax Editorial Team

Use this step-by-step checklist

1
Confirm service, owner, responsibility boundaries, year or period, due date, and fee before work begins.
2
Invite only approved people with the minimum role they need.
3
Use a standard organizer and document request instead of collecting tax files by email.
4
Set expectations for requests, review, delivery, retention, and offboarding.