Download our FREE Remote Work Resources Kit to help your clients transition to a paperless, remote workflow. These templates and checklists are ready to use right away to get the most out of your client relationship.

Client Intake Form

Easily intake new clients with this reusable template for you and your client's shared records.

WFH Security Checklist

A checklist with best practices and vital reminders for WFH Security during this unprecedented time.

Letter of Agency

Detail the stipulations of your services provided and authorization for your client's records with this reusable form.

MSP Client Onboarding Checklist

Onboard your clients efficiently and thoroughly with this detailed onboarding checklist.

MSP Client Offboarding Checklist

Off-boarding clients is never easy but it doesn't have to be disorganized. Utilize this checklist to make sure you don't miss a beat.

What's included in the package?


Get your Remote Work 
Resource Kit

Help your clients transition to a paperless, remote workflow. These templates and checklists are ready to use right away.

Download Remote Work Resource Kit

Get the most out of your client relationship, and save billable hours for the work that matters. 

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What's included in the package?