Simple and Secure Client Onboarding

If it feels like you've got too many things on your plate, we get it. And we can help.

Client List Template

You can send us your client list in whatever format you like! However, if you would like a simple way to consolidate your client information, we've created a spreadsheet template for you to use. Download in Microsoft Excel or Apple Numbers format.

Send us your client list.

Email your list to It can be in any format. A spreadsheet, word doc, pictures of your notebook... whatever you have!

We'll add them.

We'll add them to your Check account and get everything set up. You won't have to lift a finger.

And you can get started!

When you log in, your clients will be waiting for you. Your business won't skip a beat. Ready to get started?

Privacy & Security

We value your privacy and the privacy of your clients. Check is committed to keeping all of your information secure.