Onboarding for Accounting Firms
Secure Client Onboarding for Accounting Firms
Onboard new accounting clients with confidence. Collect financial documents, signed engagement letters, and tax information through a secure, branded portal.
Sound familiar?
Common onboarding challenges accounting firms face every day.
Sensitive documents via email
Clients send tax returns and financial statements over unencrypted email.
Missing documents at tax time
W-2s, 1099s, and receipts arrive incomplete, causing delays and extensions.
Manual engagement letter process
Printing, signing, scanning engagement letters wastes time for everyone.
Compliance documentation gaps
Without a standardized process, required compliance docs slip through the cracks.
What you can automate
- ✓Securely collect tax documents (W-2s, 1099s, receipts)
- ✓Send and collect signed engagement letters digitally
- ✓Gather business entity information and prior returns
- ✓Request access to accounting software (QuickBooks, Xero)
- ✓Share welcome packets explaining your services and deadlines
Built for accounting firms
Secure Document Portal
Bank-grade encryption for all uploaded financial documents. SOC 2 compliant infrastructure.
Document Checklists
Dynamic checklists that adjust based on client type — individual, LLC, S-Corp, or C-Corp.
E-Signature Integration
Engagement letters and authorization forms signed digitally within the portal.
Deadline Tracking
Automated reminders tied to tax deadlines so nothing falls through the cracks.
Onboard Accounting Clients Securely
Start your free trial — set up in under 5 minutes.
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