Can clients self-serve?

Clients sign in and complete each step in their portal.

Is there a deadline reminder?

Yes. Outstanding onboarding items trigger reminders.

Feature · Client Onboarding

Send a branded invite, collect identity documents, get the engagement letter signed and open the first job — all from one workflow.

Clients arrive at a portal under your firm.

Collect identity and prior-year records in one request.

Engagement letter sent and signed before the first meeting.

Move straight from onboarding into the first engagement.

Standard intake for individual tax clients.

Company / trust intake with directors and shareholders.

Standardised onboarding when several clients arrive at once.

FAQ

Yes. You control which documents to request and which engagement letter to send.

Set up your firm in minutes. No credit card required.