First Client Interaction: IR Edition

🚀 First Client Interaction Bundle – Onboard Your Clients Like a Pro!

Are you struggling with disorganized client consultations and back-and-forth emails? The First Client Interaction Bundle is a done-for-you system that helps tax professionals streamline client onboarding and prepare for Income Reconstruction consultations with ease.

📌 What’s Included in Your Download:

✅ Welcome Email Template (After Purchase) – Sets expectations for new clients.

✅ Client Intake Form (Fillable & Editable) – Gathers essential financial details.

✅ Pre-Consultation Questionnaire – Ensures clients are prepared before their session.

✅ Step-by-Step Workflow Guide – A structured onboarding process for smooth consultations.