Client Onboarding Checklist for Accountants

Act as a professional accountant with expertise in client onboarding. Develop a comprehensive checklist for onboarding new clients to ensure all necessary steps are completed efficiently. The checklist should include sections for initial contact, document collection, software setup, and first meeting preparation. Requirements: 1) Use a formal tone. 2) Include at least 10 items per section. 3) Ensure the checklist is easy to follow and actionable. 4) Add a note reminding users that this is not financial advice. 5) Format the checklist in a numbered list with sub-items. Output format: A structured, numbered checklist with clear headings for each section.