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GETTING STARTED NEW USER CHECKLIST BEGINNER

Bookwits New User Checklist

Use this checklist to get set up once (properly) so clients, templates, and email workflows run smoothly from day one. Most teams finish the core setup in under an hour.
Getting Started
8 min setup read

The setup path (in order)

1
Create your account and profile
2
Verify your email so everything works
3
Create one real client to test your workflow
4
Import clients if you have 10+ clients
5
Set up templates tasks + emails + tax checklist
6
Add your team (optional)
7
Connect email Gmail / Outlook
8
Set up reminders scheduled follow-ups
Do steps 3–5 before email setup. It ensures your templates and smart fields have real data to pull from.

1) Create your account

Sign up for Bookwits
Set your password
Add your name (what your team will see)
Use the name format you want clients/teammates to see in emails and task activity.

2) Confirm your email address

Open the verification email
Click Confirm email
Return to Bookwits and ensure your account is verified
If you don’t see the email
  • Check spam/junk
  • Search your inbox for “Bookwits”
  • Resend verification from the app (if available)

3) Create your first “real” client (test client setup)

Pick one active client you’re currently working on. This becomes your “test client” to validate the workflow end-to-end.
1
Create a Client
2
Add a Company (if applicable)
3
Create a Personal Tax Year (if you do T1 work)
Don’t use a fake client. Real data makes templates + reminders + smart fields easier to validate.

4) Import clients in bulk (CSV + mapping)

If you have more than ~10 clients, do this now.
  1. Export your list to CSV
  2. Upload CSV
  3. Map columns (First name, Last name, Email, Company, etc.)
  4. Spot-check 3 clients for accuracy
Spot-checking (fast and effective)
  • One client with a company
  • One client with no company
  • One client with special characters / long names

5) Set up Templates (Tasks + Emails + Personal Tax Checklist)

Set these up once so your workflow is standardized from day one.
Task Templates Templates → Tasks
  • Client onboarding
  • Monthly bookkeeping
  • Personal tax workflow
  • Corporate year-end workflow
Email Templates
  • Welcome / onboarding
  • Document request
  • Missing items follow-up
  • Tax season kickoff
  • Year-end kickoff
Personal Tax Checklist Templates
  • T1 intake & CRA access
  • T-slip collection (T4/T4A/T5/T3)
  • Deductions & receipts (RRSP/medical/childcare)
  • Self-employed / rental add-on (T2125/T776)
  • Year-end kickoff
Test each template once: create a task from template + apply an email template + apply the tax checklist.

6) Add your team (optional)

If you’re not solo:
  • Invite team members
  • Set roles (Owner/Admin/Member)
  • Confirm who can view/edit clients, tasks, docs, and approvals
Quick role rule
Give Admin/Owner only to people who must review/approve work and control billing.

7) Connect your email (Gmail or Outlook)

  1. Go to Email tab → Configure email settings
  2. Choose Gmail or Outlook
  3. Sign in and approve access
  4. Send a test email to yourself
Send a test using a template + smart field to confirm it’s pulling the right client/company data.

8) Set up Email Reminders (scheduled emails)

Create your first reminder
  • Name, subject, message
  • One-time or recurring schedule
  • Select client companies in bulk
  • Use an email template + smart fields in the reminder body
First reminder suggestion
Start with a one-time reminder that saves immediate time (example: “Tax season kickoff”). Then add recurring reminders (GST/HST, year-end, monthly bookkeeping) once comfortable.
Want someone to sanity-check your setup? Book a demo and we’ll review your client structure, import mapping, templates, and email workflows so your team starts clean and stays consistent.
Book a demo → Start free trial