This playbook sets a 30-day target for onboarding 100 client taxpayers into VitalReturns. The playbook assumes you're migrating from a spreadsheet-and-email workflow and already have client authorisations.
Days 1–3 — Workspace setup
Create agency workspace. Add every practitioner. Set role-based access. Import bank catalogues.
Days 4–10 — Bulk client import
Export client list from existing CRM. Reshape into VitalReturns taxpayer-import format. Verify TINs via URA / URSB / NIRA bulk endpoints.
Days 11–20 — First-month close for each client
Prioritise clients by filing cadence. VAT monthly first, PAYE next, Income Tax quarterly last.
Days 21–30 — Reporting + handoff
Generate the first agency-wide filing-hygiene report. Share with each practitioner.