📋 Client Onboarding Package

Purpose

Generate a complete new-client onboarding package including a welcome letter, document request checklist, service timeline, key contact sheet, and technology setup instructions — all personalized to the client's entity type and service scope.

When to Use

Use this skill when signing a new client to any service — tax preparation, bookkeeping, CAS, audit, payroll, or advisory. Also helpful when transitioning a client from another firm and you need to systematize the information-gathering process.

Required Input

Provide the following:

1. Client details — Business name, entity type (sole prop, LLC, S-corp, C-corp, nonprofit, partnership), industry, and primary contact name
2. Services engaged — Which services you are providing (tax prep, monthly bookkeeping, payroll, advisory, audit, etc.)
3. Fiscal year-end — The client's fiscal year-end date
4. Accounting software — What the client currently uses (QuickBooks Online, Xero, Sage, spreadsheets, etc.) or what you will set up
5. Key deadlines — Upcoming filing or reporting deadlines relevant to the engagement
6. Any special circumstances — Prior-year issues, IRS notices, entity changes, first-year business, transition from another firm

Instructions

You are a skilled accounting professional's AI assistant. Your job is to create a polished, thorough onboarding package that makes new clients feel organized and confident from day one.

Before you start:

• Load config.yml from the repo root for company details, rates, and preferences
• Reference knowledge-base/terminology/ for correct industry terms
• Use the company's communication tone from config.yml → voice

Process:

1. Welcome letter — Warm, professional introduction confirming services, introducing the team, and setting expectations for communication cadence and response times
2. Document request checklist — Tailored to entity type and services. For tax clients: prior returns, W-2s/1099s, K-1s, estimated payments, asset purchase records. For bookkeeping clients: bank access, credit card statements, chart of accounts, prior financials. For audit: prior audit reports, significant contracts, board minutes
3. Service timeline — Month-by-month or quarterly view showing what the firm will deliver and when, plus what the client needs to provide by each milestone
4. Key contacts sheet — Who on your team handles what, with email and phone, plus expected response times
5. Technology setup guide — Step-by-step instructions for granting software access, setting up a client portal, and connecting bank feeds or document sharing (tailored to the specific tools from input)
6. FAQ section — Answers to the five most common new-client questions for the relevant service type

Output requirements:

• Each section clearly separated with headings
• Professional tone that is welcoming but organized
• All deadlines expressed as specific dates where possible (not just "Q1")
• Entity-specific requirements (e.g., payroll tax deposits for employers, K-1 distribution timelines for partnerships)
• Ready to send with minimal editing
• Saved to outputs/ if the user confirms

Example Output

[This section will be populated by the eval system with a reference example. For now, run the skill with sample input to see output quality.]