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FREE ONBOARDING TEMPLATE FOR ACCOUNTING PRACTICES

Onboard new joiners without the chaos.

A free, editable new-joiner pack for remote-first and hybrid accounting firms. Everything a new starter needs to feel at home, find the right people, and become genuinely useful in their first ninety days.

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Accounting firm employee onboarding

What's in the pack?

Nine ready-to-edit sections, written for a remote-first practice and just as useful for hybrid or office teams. Drop in your firm's name, colours and people, and it's yours.

Note, you'll require a Canva subscription.

A warm welcome new joiners actually read

A clear "who to turn to" map, so nobody has to chase anyone

A first-day setup checklist that gets people working, not waiting

How your firm runs, the unwritten habits, written down

A complete training record: software, compliance (AML, GDPR) and certifications in one place

WHO IT'S FOR

Built for modern practices

Whether you're a sole practitioner taking on your first hire or a growing firm welcoming people every month, this pack gives you a repeatable, professional onboarding you can reuse every time. Remote-first, hybrid or office-based, the structure works for all three.

  • Editable in Canva (free or paid)

  • Free to download, yours to keep and edit

WHAT YOU GET

9 editable sections

Welcome, people map, training record and a clear 90-day plan.

FREE
Modern Accountancy Office with Confident Accountant and Team Collaboration
Ready in minutes. Open, edit, send
Add your firm's name. Drop it straight in
Your colours and people. Make it unmistakably yours

Looking to use TaxCalc or Engager in your practice?

Thousands of practices have made the switch in the last year. Speak with one of our migration specialists and see how we can help.

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