Make a lasting first impression with these Bookkeeping Onboarding Email Templates.
This set includes:
A warm welcome email
A clear policies overview
A professional document request email
These templates ensure new clients feel informed, confident, and ready to move forward with you.
👉🏽 Please Note: Be sure to read the full Terms & Conditions before purchasing. Once your purchase is complete, you will receive an order summary email with your download link.. You will have 30 days to download your purchase. Once you have downloaded your product, how long you have access to it is based on how you store the file.
⚠️ If you don’t download within the 30-day window, you will need to repurchase to regain access.
Bookkeeping Onboarding Email Templates
This file is a PDF document that will be sent to you via your Order Summary once your purchase is complete. The PDF document holds the information purchased. Being that this is a digital product that is automatically sent upon purchase there will be no refunds or exchanges for this product.
