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adnanahmad
adnanahmad
Feb 22, 2021 9:38 AM UTC

Know Your Client template and Client onboarding templates

Has anyone prepared some Know Your Client (KYC) template and Client onboarding documentation?

    6 replies

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    Feb 22, 2021 10:15 AM UTC

    You may need an additional app to integrate with your QBO.

    adnanahmad
    adnanahmadAuthor
    Feb 22, 2021 10:21 AM UTC

    I don't think so. Did you understand my question?

    AlexV
    AlexV
    Level 10
    Feb 22, 2021 10:27 AM UTC

    Good day, adnanahmad!

     

    I understand that you need to comply with KYC regulations. Though QuickBooks Online doesn't have a KYC template, you'll want to look for a third-party app that can provide you with such a template. You can visit the Apps tab and search from there.

     

    Also, you can use the QuickBooks New Client Checklist. This will help you in evaluating your client's needs. In addition, here's the client onboarding guide to QuickBooks online.

     

    You can find helpful resources in the Intuit Marketing Hub. Here's a link for reference: Intuit Marketing Hub.

     

    Keep your posts coming if you need anything else. Take care!

      FibreCRM_Simon
      Jun 9, 2023 8:17 AM UTC

      Hi, FibreCRM has a KYC, AML, Risk and Engagement letter generation solution that integrates QuickBooks.  It's part of their CRM solution.  www.fibrecrm.com

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