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In this video, Kathy Grosskirth from Bookkeeping Clean and Simple discusses a new client checklist designed for onboarding clients who may lack QuickBooks Online or use an inappropriate version. The checklist features five tabs, with the first focusing on the client profile and guidance on utilizing the list effectively. Kathy recommends reviewing the checklist with existing clients to assess their situations and determine if they're using the right QuickBooks product. She notes that the checklist is not widely available for download, highlighting its exclusivity and significance for bookkeeping practices.