Client Intake ChecklistClient Intake Checklist Client Name Source Networking Phone Call Trade Exchange Website Inquiry Facebook Direct Sale ReferralReferral Services Bookkeeping Review/Training Payroll T2 T1 OtherOther Amount Quoted Plooto Set Up Yes No QBO Set up Yes No Phone # Added to Ringcentral Yes No Client Added to our QBO Yes No Client Added to Business Development List Yes No Represent a Client Authorization Yes No WCB Authorization Yes No PST Authorization Yes No Google Drive Yes No GST Deadlines Yes No PST Deadlines Yes No WCB Deadlines Yes No Income Tax Deadline Yes No Annual Return Deadline Yes No T4 Deadline Yes No T5 Deadline Yes No T5018 Deadline Yes No Notes Submit
