## Key Learnings
1. Engage Platform Q&A and User Support: The session is structured as a live Q&A for Engage users, focusing on practical issues, platform updates, and user support. Users are encouraged to submit questions via the Q&A box for clarity and tracking.
2. Personal Tax Returns Workflow and Volume: Discussion on the workflow and challenges of managing personal tax returns, including the volume of returns processed and strategies for keeping up.
3. ACSP (Approved Corporation Service Provider) Application and Verification: Guidance on applying for and verifying ACSP status with Companies House, including where to find relevant links and expected confirmation timelines.
4. HMRC and Corporation Tax Losses Display: Discussion on the limitations of HMRC's online system in displaying corporation tax losses, and the reliance on previous tax returns for loss information.
5. MTD IT (Making Tax Digital for Income Tax) Communication Strategy: Best practices for communicating MTD IT requirements to clients, including filtering, use of placeholders, and timing of information delivery.
6. Adfinn and Xero Integration for Payment Processing: Explanation of how Adfinn integrates with Xero for payment processing, including the use of dummy bank accounts and matching payments.
7. VAT Service Configuration for Different Client Needs: How to configure VAT services in Engage for clients where the agent does not submit VAT but still needs to perform checks.
8. Secure Sharing of Client Information with External Advisors: How to securely share specific client files with external advisors (e.g., financial advisors) without granting access to all client information.
9. Service and Pricing Structure in Engage: Discussion on structuring services for pricing and internal workflow, including when to split or combine services and how to manage internal-only services.
10. AML (Anti-Money Laundering) Checks and Zama Integration: How to track AML checks and risk assessments in Engage, including the use of Zama integration and internal services for review frequency.
11. Client Onboarding and Document Collection (Zama Methodology): Best practices for collecting client identification documents, including the use of Zama for secure document collection and communication.
12. Folder Restriction Functionality for Client Types: How folder restriction works for both limited companies and individual clients in the Engager system.
13. Email Formatting and Bulk Changes in Engager: Limitations and customization options for email formatting in Engager, including font, size, and inclusion of client portal links.
14. Client Import and Staff Allocation Tools: Methods for importing new clients and allocating staff, managers, and directors efficiently in Engager.
15. Widgets and Data Visualization for Staff Allocation: Use of widgets to monitor staff allocation to services and phases, and exporting this data for further analysis.
16. Plain Text Email Rendering and Font Size Issues: How plain text emails are rendered by different providers and the implications for font size and style.
17. Integration with Zama and Inform Direct: Differences between Zama and Inform Direct integrations, and how to ensure Zama is properly set up in Engager.
18. Decimal Rounding in Custom Fields: How to avoid unwanted decimal rounding in custom fields, especially for VAT liability, and best practices for email templates.
19. Saved Views and Shortcuts in Sneak Plan: Availability and customization of saved views and shortcuts in the Sneak Plan feature.
20. Manual Metrics Tracking in Engager: Purpose and use of the manual metrics bot at the bottom of the dashboard for tracking firm-specific metrics.
21. Batch Emailing and Contact Selection: Correct procedures for batch emailing forms to clients, and the importance of selecting primary contacts only.
22. Letters of Engagement and ACSP ID Verification: Updates to letters of engagement templates to include ACSP ID verification and compliance disclaimers.
23. Webinar and Video Resources: Availability of recorded webinars and upcoming events, including product demonstrations and user spotlights.
24. Feature Requests and Feedback: Process for submitting and upvoting feature requests in Engager.
25. Self-Assessment Progress Tracking: Tracking and improving the progress of self-assessment tax returns using Engager.
26. HMRC Agent Authorisation Process: Process and challenges of sending agent authorisation requests to HMRC, including timing considerations.
## Explanations
### 1. Engage Platform Q&A and User Support
- **Key Points**
- Users should submit questions in the Q&A box for better tracking.
- No new platform rollouts or testing this week due to Peter's holiday.
- Other developers are preparing work for Peter's return.
- The session is open for any user questions about Engage implementation.
- **Explanation**
[Johann] explained the process for submitting questions and the current status of platform development, emphasizing the importance of using the Q&A box for clarity. Peter is on holiday, so no new rollouts or testing are happening this week, but development continues in preparation for his return.
- **User Question Submission Process**
> [Johann] asked users to submit questions in the Q&A box to ensure they are answered and not missed, as comments may be overlooked.
1. Users type questions in the Q&A box.
2. Questions are answered and cleared from the list.
3. If questions are in comments, they may be missed.
### 2. Personal Tax Returns Workflow and Volume
- **Key Points**
- 26 tax returns filed in the first month.
- 75 tax returns received and ready to process.
- Challenge in keeping up with the high volume.
- Encouragement to lead by example by filing early.
- **Explanation**
[Johann] shared that 26 tax returns have been filed, but 75 have been returned and are ready to process, creating a backlog. The importance of keeping up with the workflow and leading by example (filing one's own return early) was emphasized.
- **Tax Return Volume Example**
> [Johann] stated: 'We've filed like 26 tax returns, but we've had like 75 returned to us, ready to go.'
1. The team is experiencing a higher than expected volume.
2. There is a need to adjust workflow to manage the backlog.
- **Early Filing Example**
> [Johann] filed their own 24-25 tax return on 6th April to set an example for the team.
1. Filing early helps reduce team pressure.
2. Demonstrates leadership by example.
### 3. ACSP (Approved Corporation Service Provider) Application and Verification
- **Key Points**
- Application links are in the Help Center under 'videos on demand' and the ACSP webinar.
- Applicants receive an email with a link and login details from Companies House.
- Confirmation times can vary; one user received confirmation within a few hours, another within a week.
- Manual approval is involved in the process.
- **Explanation**
[Johann] explained that after applying for ACSP, users receive an email from Companies House with a link and login details. Confirmation times vary due to manual approval. The Help Center provides all necessary links and instructions.
- **ACSP Application Example**
> [Johann] directed a user to the Help Center for the ACSP webinar and explained the process of finding the application link in their email from Companies House.
1. Locate the ACSP webinar in the Help Center.
2. Find the application link in the confirmation email.
3. Wait for manual approval, which may take from a few hours to a week.
### 4. HMRC and Corporation Tax Losses Display
- **Key Points**
- HMRC does not show carry forward losses online for corporation tax.
- Refunds are displayed, but not carry forward losses.
- Users must check the CT600 from the previous year for loss information.
- Obtaining previous returns from clients can be challenging.
- **Explanation**
[Johann] and Andrew discussed that HMRC's system does not display carry forward losses for corporation tax online, requiring users to refer to previous CT600 forms. This can be difficult if clients are reluctant to provide information from previous accountants.
- **Corporation Tax Losses Example**
> [Johann] explained: 'You just check the CT 600 for the last for the carry forward loss from previous year... but I know how difficult those can be to get from clients.'
1. Check previous CT600 for loss details.
2. Clients may be hesitant to share previous returns.
### 5. MTD IT (Making Tax Digital for Income Tax) Communication Strategy
- **Key Points**
- All clients impacted in the next three years are emailed.
- A custom field 'MTD IT Enrollment Year' is used to personalize emails.
- Clients are informed of their provisional enrollment year: over 50,000 in 2025, over 30,000 in 2027, over 20,000 in 2028, and possibly over 10,000 in 2029.
- Follow-up emails with more details are sent within 12 months of enrollment.
- Avoid overwhelming clients with information too far in advance.
- **Explanation**
[Johann] described a two-step communication process: first, all clients are informed of their provisional MTD IT enrollment year using a custom field. Then, clients due for enrollment in the next year receive more detailed instructions and support. This approach avoids overwhelming clients and ensures timely, relevant communication.
- **MTD IT Email Example**
> [Johann] explained: 'We emailed all of our clients and each one got an email saying, MTD IT's coming, blah. Please be aware, you are due to be enrolled into MTD IT. And then we put the placeholder and that populated with which year they're going to be enrolled into it.'
1. Use a custom field to personalize the enrollment year.
2. Send a blanket email to all affected clients.
3. Send detailed follow-up only to those enrolling soon.
### 6. Adfinn and Xero Integration for Payment Processing
- **Key Points**
- Adfinn posts payment information to Xero for invoice matching.
- A dummy bank account (clearing account) should be set up for Adfinn.
- Adfinn marks off all invoices paid with one payment and matches it in the bank feed.
- The process is similar to Stripe or GoCardless.
- Xero integration is easier than QuickBooks due to API differences.
- **Explanation**
[Johann] explained that Adfinn posts payment data to Xero, allowing invoices to be marked as paid and matched in the bank feed. A dummy bank account is used as a clearing account. The integration is more straightforward with Xero than with QuickBooks.
- **Adfinn-Xero Payment Example**
> [Johann] described: 'Adfinn will post into that account saying, all these invoices have been paid... and then it does all the double entry for you.'
1. Set up a dummy bank account for Adfinn.
2. Adfinn posts payment batches to Xero.
3. Payments are matched and reconciled automatically.
### 7. VAT Service Configuration for Different Client Needs
- **Key Points**
- Create a separate VAT service for clients where submission is not performed.
- Different workflows require different services (e.g., VAT internal, VAT review, VAT check).
- Set period end and frequency (e.g., period end is one month seven days before deadline, recurs every three months).
- Allows for customized phases, responsibilities, and checklists.
- **Explanation**
[Johann] advised creating a second VAT service for clients where the agent does not submit VAT but performs checks. This allows for a different workflow, customized phases, and avoids authorization errors.
- **VAT Service Setup Example**
> [Johann] explained: 'I'd actually create a separate VAT service... maybe you have a second one VAT internal or VAT review or VAT check whatever you want to call it.'
1. Create a new VAT service in Engage.
2. Set custom workflow and frequency.
3. Assign relevant phases and responsibilities.
### 8. Secure Sharing of Client Information with External Advisors
- **Key Points**
- Create a new folder template (e.g., 'External Advisors') with restricted permissions.
- Add the external advisor as a contact with their email.
- Restrict access so the advisor can only see the designated folder.
- Invite the advisor to the portal after setting permissions.
- Advisors linked to multiple clients can access all their clients via one login.
- **Explanation**
[Johann] demonstrated how to create a restricted folder for external advisors, assign permissions, and invite the advisor to the portal. This ensures GDPR compliance and secure sharing of only necessary information.
- **External Advisor Folder Example**
> [Johann] walked through creating a folder called 'External Advisors', setting permissions so the advisor can only read and download files in that folder, and inviting the advisor to the portal.
1. Create folder template for external advisors.
2. Set read-only permissions.
3. Add advisor as a contact and restrict access.
4. Invite advisor to portal after permissions are set.
### 9. Service and Pricing Structure in Engage
- **Key Points**
- Some firms combine annual accounts and CT600 as one service.
- Internal services can be marked with a prefix (e.g., 'internal-') and set not to appear on engagement letters.
- Complex workflows may require many phases (e.g., 24 phases for accounts and tax returns).
- Customization depends on firm needs and preferences.
- **Explanation**
[Johann] explained that in their firm, annual accounts and CT600 are combined into one service because they are always delivered together. Internal-only services are marked and excluded from engagement letters to avoid confusion. The number of phases can be extensive depending on workflow complexity.
- **Combined Service Example**
> [Johann] stated: 'We refuse to do annual accounts if we're not doing the corporation tax and we refuse to do the corporation tax if we didn't do the accounts... So for that reason, we just have one service of accounts and tax returns.'
1. Combine related services if always delivered together.
2. Use internal-only services for workflow management.
3. Mark internal services to exclude from client-facing documents.
### 10. AML (Anti-Money Laundering) Checks and Zama Integration
- **Key Points**
- Columns in client view can show AML status, onboarding, and risk level if Zama integration is enabled.
- Risk levels displayed: high, low, medium, or not linked.
- For periodic reviews (e.g., every four months), use an internal service called 'AML Review' to prompt checks.
- Columns show current status, not review frequency.
- **Explanation**
[Johann] explained that Zama integration allows AML status and risk levels to be displayed in client view columns. For regular reviews, an internal service should be used to prompt checks at the required frequency. The columns provide a snapshot of current status for reporting.
- **AML Review Example**
> [Johann] explained: 'If you're reviewing the risk assessment every four months or whatever you're doing, these columns aren't here to tell you that. That's where you have an internal service called AML Review, and then you can use that service to prompt you to check the risk assessment.'
1. Enable Zama integration for AML columns.
2. Use internal services for review scheduling.
3. Columns provide current status for reporting.
### 11. Client Onboarding and Document Collection (Zama Methodology)
- **Key Points**
- Letters to clients can request driver's licence and passport copies.
- Zama methodology allows clients to upload documents securely.
- Templates can be tailored to firm preferences.
- Inform clients in advance about the document collection process.
- **Explanation**
[Johann] recommended using Zama for secure document collection, but acknowledged that some clients may prefer traditional methods. Templates are designed to be adaptable, and clients should be informed about the process in advance.
- **Zama Document Collection Example**
> [Johann] explained: 'We need to, I would advise using Zama to collect the information. However, not everybody does that. So we've tailored the letters and our emails and stuff, A, to inform them that we are going to request them for those documents via Zama in my firm.'
1. Use Zama for secure uploads.
2. Tailor communication templates as needed.
3. Inform clients about the process in advance.
### 12. Folder Restriction Functionality for Client Types
- **Key Points**
- Folder restriction works for both limited companies and individual clients.
- To restrict access, add a contact (contact only), save, and then restrict access in folders.
- If issues arise, start again from the beginning and follow the steps as shown in the class.
- Watching the recording can help clarify the process.
- **Explanation**
The process was demonstrated live: adding a contact to an individual client, saving, and then restricting folder access. It was confirmed that the restriction works for all client types. If users encounter issues, they are advised to repeat the steps and refer to the recording for guidance.
- **Restricting Folder Access for an Individual Client**
> A contact was added to an individual client (Ashall), set as 'contact only', saved, and then folder access was restricted. The restriction worked as expected.
1. Add a contact to the individual client.
2. Set the contact as 'contact only'.
3. Save the changes.
4. Go to folders and restrict access.
5. Verify that the restriction is effective.
### 13. Email Formatting and Bulk Changes in Engager
- **Key Points**
- The font in Engager emails is plain text and cannot be changed.
- Logos and footers can be customized in settings under communication.
- Client portal links can be included in email footers.
- Font licensing is a concern for expanding font options, especially with 1,400 firms using the tool.
- Email size and font type are restricted to plain text for licensing and compatibility reasons.
- **Explanation**
Users can set logos and footers in practice email settings, but the font remains plain text due to licensing and cost concerns. The system allows inclusion of client portal links in email footers. The team is considering expanding font options but must be cautious due to licensing costs for 1,400 firms.
- **Bulk Changing Email Formatting**
> A user asked if email formatting can be changed in bulk. The answer was that only plain text is available, but logos and footers can be set in settings. Font cannot be changed.
1. Go to settings > communication.
2. Customize logos and footers.
3. Font remains plain text; no bulk font change possible.
### 14. Client Import and Staff Allocation Tools
- **Key Points**
- New clients can be imported using the import tool, even if clients already exist in the system.
- The import tool allows selection of fields and population via Excel spreadsheet.
- Staff, manager, and director assignments can be checked and managed in the spreadsheet before import.
- In the client view, columns can be customized to show manager and director assignments.
- A widget warns if staff are not allocated to phases; 35 services had no staff assigned, 100 had no due date.
- Data can be exported for further manipulation in Excel.
- **Explanation**
The import tool streamlines adding new clients and assigning staff roles. Users can customize columns to check assignments and use widgets to identify missing staff allocations. Exporting data allows further review and manipulation.
- **Importing 20 New Clients and Allocating Staff**
> A user with approximately 20 new clients was advised to use the import tool, populate an Excel spreadsheet with required fields, and check staff assignments before importing.
1. Use the import tool to generate a form.
2. Select required fields for each client.
3. Populate the Excel spreadsheet with client data and staff assignments.
4. Import the spreadsheet into Engager.
5. Use widgets and customized columns to verify assignments.
### 15. Widgets and Data Visualization for Staff Allocation
- **Key Points**
- Widgets display services without essential info, such as missing staff or due dates.
- Example: 35 services had no staff assigned, 100 had no due date.
- Clicking on the widget shows all phases without staff assigned.
- Data can be exported for manipulation in Excel.
- **Explanation**
Widgets provide a quick overview of missing staff assignments and due dates. Users can click to see details and export the data for further analysis.
- **Using the Widget to Identify Missing Staff Assignments**
> A widget showed 35 services with no staff assigned and 100 with no due date. Clicking the widget revealed all phases lacking staff assignments.
1. Locate the widget for services without essential info.
2. Click to view details of missing assignments.
3. Export the data for further review in Excel.
### 16. Plain Text Email Rendering and Font Size Issues
- **Key Points**
- Engager sends emails as plain text with a standard font size (typically 12).
- Email providers may alter the appearance based on their branding and themes.
- Users have limited control over how emails appear to recipients.
- **Explanation**
Plain text emails are sent with standard formatting, but the final appearance depends on the recipient's email provider. Some providers may change the font size or style.
- **Font Size Appearing Small in Some Emails**
> A user noted that the font in some emails appeared very small. The explanation was that Engager sends plain text, but the email provider may alter the display.
1. Engager sends plain text with standard size.
2. Email provider may change the display.
3. No control over recipient's email rendering.
### 17. Integration with Zama and Inform Direct
- **Key Points**
- Zama is used for anti-money laundering (AML) monitoring, Companies House updates, and sanctions notifications.
- Inform Direct is for company secretarial tasks (registering companies, adding directors, etc.).
- Engager integrates only with Zama, not Inform Direct.
- To ensure Zama columns appear, users must authorize Zama in settings under integrations.
- No integration exists with Inform Direct due to acquisition by Bright earlier in the year.
- **Explanation**
Zama provides AML and compliance features and integrates with Engager. Inform Direct handles company secretarial work but does not integrate with Engager. Users must authorize Zama in settings for full functionality.
- **Missing Zama Columns in Client View**
> A user could not see Zama columns. The solution was to check settings under integrations and ensure Zama was authorized.
1. Go to settings > integrations.
2. Select Zama and authorize it.
3. Check client columns for Zama data.
### 18. Decimal Rounding in Custom Fields
- **Key Points**
- Decimal rounding can occur if decimal place options are used in custom fields.
- Best practice is to use plain text fields for currency values.
- Include currency symbols and numbers directly in the custom field.
- This prevents rounding and ensures correct formatting in email templates.
- **Explanation**
To avoid rounding issues, use plain text for custom fields and include the currency symbol and full number. This ensures the value appears correctly in emails and is not split or rounded by the email provider.
- **VAT Liability Field Rounding Issue**
> A user reported VAT liability values rounding up in custom fields. The recommendation was to use plain text and include the pound symbol and full number.
1. Use plain text for the custom field.
2. Enter the pound symbol, number, and decimal places directly.
3. Avoid using decimal place options that may cause rounding.
### 19. Saved Views and Shortcuts in Sneak Plan
- **Key Points**
- Saved views are available in Sneak Plan.
- The 'my shortcuts' section at the top allows quick access.
- Plans exist to allow users to add more views in the future.
- **Explanation**
Users can access saved views and shortcuts in Sneak Plan. The system is being developed to allow more customizable views.
- **Using Saved Views in Sneak Plan**
> A user asked if saved views are still available. The answer was yes, and the 'my shortcuts' feature is part of ongoing improvements.
1. Access saved views via 'my shortcuts'.
2. More customization options are planned.
### 20. Manual Metrics Tracking in Engager
- **Key Points**
- The metrics bot is for manually recording firm-specific metrics (e.g., number of proposals sent, tax questionnaires received).
- Metrics are not automated and must be updated manually.
- Useful for tracking targets such as monthly tax returns filed or questionnaires received.
- Not linked to jobs or services; intended for periodic manual updates.
- **Explanation**
The metrics bot allows firms to track custom metrics by manual entry. For example, tracking how many tax returns have been filed or questionnaires received each month. Updates are done weekly or as needed.
- **Tracking Tax Return Questionnaires**
> A firm tracks the number of self-assessment tax questionnaires received and tax returns filed each month using the manual metrics bot.
1. Set a target for tax returns and questionnaires.
2. Manually update the metrics bot each week.
3. Share progress with the team.
### 21. Batch Emailing and Contact Selection
- **Key Points**
- When batch emailing forms (e.g., self-assessment questionnaires), use primary contacts only.
- Selecting both primary and secondary contacts can cause confusion, with clients receiving forms meant for others.
- Default settings may include both; users can change defaults to primary only in communication settings.
- **Explanation**
To avoid confusion, always select primary contacts when sending batch emails. If both primary and secondary are selected, clients may receive incorrect forms. Settings can be adjusted to default to primary only.
- **Batch Emailing Self-Assessment Questionnaires**
> A user sent questionnaires in a batch, and clients received forms for others. The issue was caused by selecting both primary and secondary contacts.
1. Go to batch actions and select primary contacts only.
2. Adjust default settings in communication to primary only.
3. Avoid including secondary contacts unless necessary.
### 22. Letters of Engagement and ACSP ID Verification
- **Key Points**
- Templates for Companies House ACSP ID verification are available (long and short email versions).
- Extra wording for letters of engagement is provided.
- A disclaimer is included: templates are for general guidance only and not legal advice.
- Firms must tailor templates to their own practices and consult legal professionals for compliance.
- If using client ID details for purposes beyond AML, letters of engagement must be updated.
- **Explanation**
New templates and disclaimers are provided for ACSP ID verification. Firms must update their letters of engagement to reflect new uses of client ID details and ensure compliance with laws and regulations.
- **Updating Letters of Engagement for Limited Companies**
> Templates now include ACSP ID verification wording and a disclaimer. Firms are advised to update their letters if using client ID details for new purposes.
1. Download updated templates from the Help Center.
2. Add extra wording for ACSP ID verification.
3. Include the provided disclaimer.
4. Consult legal professionals for compliance.
### 23. Webinar and Video Resources
- **Key Points**
- Webinars are available on demand, including mastering pricing, MTD readiness, and pricing strategies.
- A new Adfin product demonstration is scheduled for 29th May.
- User spotlights will feature Engager users sharing their implementation experiences.
- Videos from Engager Labs are also available.
- **Explanation**
Users can access a library of recorded webinars and look forward to upcoming events, including product demos and user case studies.
- **Upcoming Adfin Product Demonstration**
> A new Adfin product demonstration and talk is scheduled for 29th May.
1. Attend the webinar on 29th May for updates on Adfin products.
### 24. Feature Requests and Feedback
- **Key Points**
- Users can submit feature requests by clicking their name and requesting a feature.
- Over 300 ideas are currently listed, with new ones added weekly.
- Users can upvote ideas that are not yet completed.
- Sorting options include most popular and newest.
- **Explanation**
The feedback page allows users to submit and upvote feature requests. With over 300 ideas, users are encouraged to check and vote weekly.
- **Submitting a Feature Request**
> Users can submit or upvote feature requests via the feedback page, which lists over 300 ideas.
1. Click your name at the top.
2. Select 'request a feature'.
3. Browse, upvote, or submit new ideas.
### 25. Self-Assessment Progress Tracking
- **Key Points**
- By end of April last year, 2% of tax returns were filed and 10% submitted.
- By end of April this year, 35% of tax returns are submitted and over 10% filed.
- Every two weeks, clients who haven't submitted questionnaires receive an automated email.
- A surge of submissions occurs every second Monday after reminders are sent.
- **Explanation**
Automated reminders and progress tracking have improved the rate of tax return submissions and filings compared to the previous year.
- **Year-on-Year Self-Assessment Progress**
> Last year by end of April: 2% filed, 10% submitted. This year: 35% submitted, over 10% filed. Automated reminders sent every two weeks.
1. Track submissions and filings weekly.
2. Send automated reminders to clients every two weeks.
3. Monitor the resulting surge in submissions.
### 26. HMRC Agent Authorisation Process
- **Key Points**
- 220 agent authorisation requests were sent in a day; only 100 were handed in.
- 120 requests had to be resent.
- Delays can occur due to clients being on annual leave and postal delivery times.
- Best to avoid sending requests over the summer; wait until September when clients are back at work and school.
- **Explanation**
Large batches of agent authorisation requests may result in many not being completed due to client absences. Timing requests for September increases the likelihood of completion.
- **Agent Authorisation Request Outcomes**
> 220 requests sent, 100 completed, 120 had to be resent. Recommendation: avoid sending over summer, wait until September.
1. Send requests when clients are likely to be available.
2. Monitor completion rates and resend as needed.

> **AI Suggestion**
> - The core of this lesson is applying efficient client onboarding and workflow management in Engage. It's recommended to start with importing a sample client list and assigning staff using the import tool and Excel spreadsheet to grasp client import and staff allocation through hands-on practice.
> - Core content of Client Import and Staff Allocation Tools: Use the import tool and Excel spreadsheets to efficiently add new clients and assign staff, managers, and directors.
> Additionally, here are some extracurricular resources:
> - Practical application of Client Import and Staff Allocation Tools: https://support.engageplatform.com/hc/en-us/articles/Client-Import-and-Staff-Allocation
> - Alternative perspective on Client Onboarding Best Practices: https://www.accountingweb.com/practice/practice-excellence/how-to-onboard-new-clients-efficiently