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    Free client onboarding templates

    Practical templates for UK accountants, bookkeepers and payroll bureaux, from the first enquiry to a fully onboarded client. Copy them, adapt them and use them in your practice.

    Book a demoSee how it works

    Free to copy and adapt.

    Client onboarding checklist
    • Check the enquiry fits the services
    • Book a discovery call to understand their needs
    • Agree the scope of work and the services they need
    Client onboarding checklist →
    Accountancy enquiry form
    • Name
    • Business name
    • How did you hear about us?
    Accountancy enquiry form →
    Accounting and bookkeeping proposal
    • Proposal for [Client business name]
    • Prepared by [Practice name] on [date]
    • Dear [First name],
    Accounting proposal template →

    What's here

    Seven free templates for UK practices. To win clients: an enquiry form, a proposal template and follow-up emails. To onboard them: a client onboarding checklist, an engagement letter checklist, a professional clearance letter and an AML client risk assessment. Each one is on the page in full, ready to copy.

    Choose a template

    Most popular

    Client onboarding checklist

    Every step from first enquiry to the first piece of work, including engagement letters, AML checks and professional clearance.

    Client onboarding checklist

    • Check the enquiry fits the services
    • Book a discovery call to understand their needs
    • Agree the scope of work and the services they need
    Get the checklist →

    Where each template fits

    Each template is placed at the stage of the client journey where you'd use it, from first enquiry to compliance.

    1. Enquiry

      Accountancy enquiry formForm

    2. Proposal

      Accounting proposal templateDocument

    3. Follow-up

      Proposal follow-up emails7 emails

    4. Onboarding

      Client onboarding checklistChecklistEngagement letter checklistChecklist

    5. Compliance

      Professional clearance letter4 lettersAML client risk assessmentChecklist

    Frequently asked questions

    Are these templates free?

    Yes. Every template is free to copy and adapt for your practice, with no sign-up needed.

    Who are the templates for?

    UK accountants, bookkeepers, payroll bureaux and tax advisers who want a clear, consistent way to take on new clients.

    Can strively automate these steps?

    Yes. strively screens enquiries, books meetings, sends follow-ups and web proposals, and onboards new clients with engagement letters, document collection, AML checks in AML HQ and direct debit set-up through Adfin.

    Want these steps to run themselves?

    strively automates onboarding from the first enquiry to a signed engagement letter. See it in a 30-minute demo.

    Book a demo