The onboarding process for new clients

The Onboarding Process

At Isintu Consulting (Pty) Ltd we believe that the onboarding process is what bridges the gap between the average company and the exceptional company. This transitional phase is subtle and quick, but, when given consideration and care, pays off in dividends overall.

Unfortunately, all too often it is a process that is overlooked and underrated. As a formal introduction, an effective onboarding process can put your company on the path to success.

It is extremely important for any entity to track Income, Expenses and Growth.

Let us take a closer look at the true value of onboarding, what makes for a memorable onboarding experience?

SARS (South African Revenue Service) E-filing

SARS E-Filing is a free, online process for the submission of returns, declarations, and other related services.

This free service allows taxpayers, tax practitioners and businesses to register free of charge and submit returns and declarations, make payments, and perform several other interactions with SARS in a secure online environment.

Taxpayers registered for E-Filing can engage with SARS online for the submission of returns and declarations and payments in respect of taxes, duties, levies, and contributions.

Our first step starts with SARS E-filing and our last step ends at obtaining the Tax Clearance Certificate using SARS E-filing.

  • Step 1: The Tax Practitioner obtains access to the company’s SARS E-filing profile.
  • Step 2: Authorization of the Tax Type Transfer Request as per step 1. This step can only be performed once the company’s Public Officer has been appointed.
  • Step 3: SARS E-filing health check and advise provided based on Tax Status Compliance Profile.


QuickBooks accounting software provides tools to manage your customers, vendors, clients, inventory, and finances. The Report Center provides a method of tracking aspects of your business, including sales, income, expenses, and overall company growth. QuickBooks automates many aspects of managing your business by calculating sales tax, tracking products, and automatically updating transactions in your register, customer, and vendor areas.

This is a day-to-day Application that each Director should be using in collaboration with each allocated Accounting Clerk.

  • Step 1: Accept user invitation.
  • Step 2: Create a user password.
  • Step 3: Link live banking feed.
  • Step 4: Set-up customer invoicing template and training, how to invoice your customers.
  • Step 5: Set-up expenses and managing suppliers training, how to log expenses and managing supplier invoices. (Mobile application can take photos of supportive evidence such as slips and tax invoices.

Sage Payroll

Sage Payroll is an easy to use, scalable payroll software that can fit almost any business payroll requirement.

Sage Payroll is HMRC-recognized and up to date with the latest legislation, including a pensions module. You simply purchase the number of users, companies and employee count you require.

  • Step 1: Complete Employee Onboarding Information Form.
  • Step 2: Review payroll reports for accuracy and completeness.
  • Step 3: Approve monthly payroll process and reporting needs.

The Accounting Team

An accounting department provides accounting services and manages the finances of a company. Its responsibilities include recording accounts, paying bills, billing clients and customers, tracking assets and expenditures, managing payroll, and keeping track of critical tax documents.

Junior Clerk

  • A junior accountant is an entry-level position in an accounting firm or department. A junior accountant’s duties include posting journal entries, updating financial statements, maintaining accounts receivable and accounts payable, paying monthly payroll, and preparing financial reports.

Intermediate Clerk

  • Intermediate accountant responsibilities include reconciling account balances and bank statements, maintaining general ledger and preparing month-end close procedures. … Intermediate accountant duties also include ensuring accuracy and effectiveness in all our accounting tasks.

Senior Clerk

  • Senior accountants take ownership of reporting costs, productivity, margins and expenditures for companies and organizations. Unlike junior accountants, they do not have to perform administrative tasks such as data gathering, balance sheet population or updating journal entries.

The Manager

  • Accounting managers supervise accountants. They create systems and processes for analyzing and reporting financial information, ensure organizations follow legal and regulatory requirements, and recommend improvements for business procedures. Depending on their business, accounting managers may also prepare annual budgets, track financial data, and make recommendations on financial decisions.

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