WAATP From First Call to First Return: Building a Better Client Onboarding Process Roundtable

Presented by Washington Association of Accounting and Tax Professionals 

Tuesday, October 6, 2026 Webinar

Event schedule: 

• Beginning of Webinar : 11:00 am
• From First Call to First Return: Building a Better Client Onboarding Process Roundtable Webinar: 11:00 am - 12:00 pm
• Round Table: 12:00 pm - 12:30 pm

Speaker: WAATP Leadership Team

Location: Live Streamed Webinar

CPE Credits: 1 Hour depending on attendees credentials

Course Description:  

What does your client onboarding process actually look like?

Join fellow tax professionals for a practical, peer-to-peer roundtable focused on the real-world systems, checklists, questions, and processes used to bring new clients into a practice.

This isn’t a lecture or a one-size-fits-all solution. It’s an opportunity to compare notes, share what’s working, and walk away with ideas you can put into practice.

Topics may include:

• New client intake checklists and appointment preparation
• Entity-specific onboarding for individuals, S corporations, partnerships, and more
• Prior-year data, tie-outs, fixed assets, and bookkeeping quality
• Required documentation, including EIN letters, 8821s, operating agreements, and payroll records
• Estimated tax payments and other items to verify early
• Setting client expectations for timelines, documents, communication, and deliverables
• Document submission, file naming, and recommended file structures
• EIDL loans and other historical financial considerations
• Billing and setup costs
• Practice management tools and workflow considerations
• Estate and trust onboarding

Come ready to share. Panelists will bring their own checklists, templates, and processes, and attendees are encouraged to share what works in their own practices.

Who Should Attend:

This course is ideal for:

• Enrolled Agents (EAs)
• Certified Public Accountants (CPAs)
• Tax Preparers
• Tax Resolution Professionals
• Bookkeepers
• Accounting Professionals
• Business Consultants
• Attorneys advising Washington taxpayers
• Anyone working with Washington businesses or high-net-worth individuals

Attendee Requirements:

Don’t miss this opportunity to connect, ask questions, and shape the future of our organization!

If you would like to ask questions ahead of time please send them to [email protected] 

WAATP members, $FREE (Included in your Membership Dues)

Non-members, $30

Join WAATP today to receive a discount. 

Disclaimer:

Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS