Tavola Onboarding
We are delighted to welcome you as a new client of Tavola Group. Our team is excited to begin working with you and providing you with exceptional tax and accounting services. To ensure a smooth transition and get started with our engagement, we would like to outline the next steps:
1. Sign your Engagement Agreement & Payment Agreement
You will receive the documents for e-signature via email. You can also complete the ACH form available here:
2. Secure File Sharing & Information Collection:
Complete our new Client Intake Form:
For the secure exchange of confidential documents and information, we use the client portal Canopy. We will provide you with login credentials and instructions on how to access and upload documents securely. To facilitate the onboarding process, we will request that you provide us with your formation documents and accounting records and accesses.
3. Kick-off Meeting:
We'll schedule a kick-off meeting via video call so that we can do a screenshare. Please use this Calendly link to schedule a zoom call.
We will focus on 3 goals for this call:
1. Obtaining bank & credit card login access to all accounts.
2. Canopy Login & Walkthrough -- we'll make sure you have the access you need and walk you through the basics. There's also an app we'll help you download.
3. Confirm Services & Identify a target date for delivery of first financials.