DON'T WASTE TIME: New Client Set Up Forms Having fast easy-to-use new client setup check list is vital for getting all of the information from your client the first time. Having a checklist makes life easier for any accountant. New Client forms include: What to bring - New Client Welcome Letter File Cover Sheet Engagement Letters New Client Set Up Checklist Forms for Bookkeeping, QuickBooks, Payroll and Tax Preparation Sign up today and get access to all of the forms to run your business.