Bookkeeping client onboarding documents

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What should a bookkeeping onboarding checklist include?

Entity documents, prior financials, tax filings, bank/credit statements, payroll records, HST/GST registration, and vendor/customer lists as needed.

Can the same checklist roll into monthly collection?

Yes. Clone onboarding templates and maintain a separate monthly close checklist for recurring statements and receipts.

Does Hivi-X connect to QuickBooks?

No direct GL sync in v1. Hivi-X collects source documents alongside QuickBooks or Xero.

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