Using Checklists To Gather Client Information

Gathering information from Clients is a critical stage of the workflow process and, when done well, can have a very positive impact on efficiency.

The exact scope of work you have agreed with the Client, the jurisdiction in which you work and other factors will determine what information you need from your Client to commence work.

Best Practices include:

• Sending the checklist early. Some Accountants send the checklist together with the Engagement Letter and initial invoice
• Following up to ensure the Client understands the contents
• Avoiding asking for information which you already have or is obvious. (This will irritate the Client and cause delays)
• Showing you are serious about getting this important information. Stick to your deadlines and follow up diligently