Client Onboarding and Cleanup Prompt Builder by WiseYears Apps
$15.00
Ready-to-use AI prompts for new client intake, welcome emails, scope notes, and cleanup plans for inherited or behind books. A browser app for bookkeepers.
Always check AI answers with a qualified professional. This is not tax, legal, or accounting advice.
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See how it works
The screenshots below are from the app, in the order you work through them.
Step 1
Open the app in your browser. There is no account and no install.
Step 2
Pick a task, fill in your details, and copy the finished prompt into your AI chat tool.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
What's inside
- Client intake questionnaire and onboarding checklist
- Welcome email and first 30 days plan
- Scope and responsibilities
- Triage inherited books and tie out opening balances
- Cleanup plans, backlog catch-up, and findings summaries
Who it's for
- Bookkeepers onboarding a new client or cleaning up inherited books
Before you buy
Privacy tip: use labels like Client A instead of real names, and leave out account numbers, Social Security numbers, and logins.
Runs in the browser. This is an app, not a spreadsheet. Checkout and delivery open in a new tab.
Checkout and delivery open in a new tab. One purchase is for your own bookkeeping.
