Days lost between “yes” and kickoff
Letters, forms and access requests go out by hand, so new clients wait — and cool off.
Client onboarding automation
Client onboarding that runs itself.
A custom client onboarding system for accounting firms, agencies and contractors — engagement letters, intake, document collection and kickoff, automated end to end on the tools you already use. You own every line.
- Microsoft 365
- Google Workspace
- DocuSign
- QuickBooks
- HubSpot
Sound familiar?
Chasing documents by email
Your team spends hours reminding clients about the same missing files.
The same data typed four times
Client details get re-keyed into email, folders, CRM and billing.
Client onboarding automation, built for your business.
Custom to your process, built on the tools you already use — and a person approves anything that matters.
Paperwork
- Engagement letters and contracts generated from templates
- E-signature with automatic reminders
- Fees, deposits and payment details set up
- Signed terms filed in the right folder
Intake & documents
- Smart intake forms that update your CRM and billing
- Document checklists that chase clients for you
- Secure upload links that work on any phone
- Missing-item detection before work starts
Setup & kickoff
- Client folders, portals and access created on day one
- Onboarding tasks created in your project tool
- Kickoff scheduling and a welcome sequence
- Status updates to your team and the client
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how it works today and agree what to fix first.
- 02Build sprint2–4 weeks. We build, test and document it on your stack.
- 03Run & improveMonthly, optional. We monitor and tune it. Cancel anytime — it stays yours.
Questions about client onboarding automation
What is client onboarding automation?
It’s a system that takes a new client from “yes” to ready-to-work without manual handoffs — sending the engagement letter, collecting intake details and documents, creating folders and access, and booking the kickoff.
Do we need new client onboarding software?
Usually not. Off-the-shelf onboarding tools add another subscription and another place for data to live. We build onboarding on the email, storage, e-signature and accounting tools you already pay for — and you own it.
How long does it take to set up?
Most onboarding builds go live in 2–4 weeks, starting with a one-week workflow audit that maps your current steps.
Which businesses is this for?
Any business that signs clients and then collects paperwork: CPA, accounting, bookkeeping and tax firms, agencies, and contractors with deposits, permits and selections.
See what this would look like for you.
A 30-minute call. We’ll look at how you work today and tell you what’s worth building — and what isn’t.