How do I find the New Client Assessment Checklist mentioned in the Intro Webinar?

Hi there, 

Welcome to the QuickBooks Community. I'll be happy to point you in the right direction so you can access the client checklist with ease. 

In order to access the checklist in question, I encourage you to check out this link here. Let me know if this info helps. I'll be a message away in case you have other questions. Otherwise, I wish you a great rest of the week. 🙂