Welcome to the Kaplan Team Portal—your centralized hub for internal forms, requests, and resources. Whether you’re submitting a new client intake, requesting support, or updating internal documentation, you’ll find everything you need right here.
Each form is routed directly to the appropriate team member for fast, seamless follow-up. If you’re unsure where to start, reach out to [internal contact name or email] and we’ll point you in the right direction.
Use this form to submit a new client engagement. It tells Accounting who to invoice, for how much, and when to start. It also captures referral fee details to ensure the right person is credited.
This checklist is required for embedded engagements and should be completed within 60 days of the client’s start date. It evaluates key areas like banking, risk management, and internal controls. The goal is to ensure consistency and identify any red flags early in the engagement.
This form captures the client’s current external providers, such as their banker, employee benefits, etc. It helps identify which referral partners need to be connected based on service gaps or dissatisfaction; and documents any referral partners we’ve already brought into the engagement.
