# Client Onboarding Automation for SMEs

> Custom client onboarding automation: engagement letters and e-signature, intake forms, document collection that chases itself, folders, portals and kickoff — built on your tools, owned by you.

Source: https://tribehq.ai/services/client-onboarding-automation/

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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

[Book a workflow audit](https://calendly.com/hello-tribehq/30min) [What’s included](#included)

The problem

## Sound familiar?

01

### Days lost between “yes” and kickoff

Letters, forms and access requests go out by hand, so new clients wait — and cool off.

02

### Chasing documents by email

Your team spends hours reminding clients about the same missing files.

03

### The same data typed four times

Client details get re-keyed into email, folders, CRM and billing.

What’s included

## 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.

01

### 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

02

### 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

03

### 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

How it works

## Map. Build. Run.

1. 01 **Workflow audit** 1 week, fixed fee. We map how it works today and agree what to fix first.
2. 02 **Build sprint** 2–4 weeks. We build, test and document it on your stack.
3. 03 **Run & improve** Monthly, optional. We monitor and tune it. Cancel anytime — it stays yours.

[See pricing →](https://tribehq.ai/pricing/)

## 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.

[Book a workflow audit](https://calendly.com/hello-tribehq/30min)

Free guide

[Client onboarding checklist for accounting firms](https://tribehq.ai/guides/client-onboarding-checklist/)

Popular with

[CPA firms](https://tribehq.ai/industries/cpa-firms/) [Accounting & bookkeeping firms](https://tribehq.ai/industries/accounting-bookkeeping-firms/) [Tax preparation firms](https://tribehq.ai/industries/tax-preparation-firms/) [Kitchen & bath remodelers](https://tribehq.ai/industries/home-remodelers/)

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