Onboarding Tech Stack Worksheet - Revised December 2024
Let’s talk tech:
This is a quickie worksheet to define what tech you have, what tech you need and how
you will use it.
What tech do you have?
What tech does what?
What client data needs to go in each?
What lists need to go in what tech?
Where do clients give you docs? Do you need to keep them? In the days of paper we
took docs, used them and gave them back - taxes are the outlier, especially personal
taxes - what do you need to keep for those?
Does your tech speak natively to each other?
Can you get it to play nice - how?
Let’s talk tech:
This is a quickie worksheet to define what tech you have, what tech you need and how
you will use it.
What tech do you have?
What tech does what?
What client data needs to go in each?
What lists need to go in what tech?
Where do clients give you docs? Do you need to keep them? In the days of paper we
took docs, used them and gave them back - taxes are the outlier, especially personal
taxes - what do you need to keep for those?
Does your tech speak natively to each other?
Can you get it to play nice - how?
Let’s talk tech:
This is a quickie worksheet to define what tech you have, what tech you need and how
you will use it.
What tech do you have?
What tech does what?
What client data needs to go in each?
What lists need to go in what tech?
Where do clients give you docs? Do you need to keep them? In the days of paper we
took docs, used them and gave them back - taxes are the outlier, especially personal
taxes - what do you need to keep for those?
Does your tech speak natively to each other?
Can you get it to play nice - how?