https://partnerhuddle.com/Thoughtful guides to the people, clients and workflows that make up the working week.https://partnerhuddle.com/essays/journal/accounting-client-intake-checklist/https://partnerhuddle.com/essays/journal/accounting-client-intake-checklist/Use an accounting client intake checklist, scope-and-owner worksheet and missing-input register to track owners, document requests and file reviews.