Accounting Firms
The Reality:
Onboarding a new client triggers a chaotic scramble of questionnaires, follow-up emails, and manual system setups. Your team is pulled away from billable work, and your new client's first impression is one of delay and disorganization.
Our Approach:
We build an intelligent, automated onboarding system that acts as a dedicated digital assistant. The system guides new clients through a seamless process, proactively requests necessary documents, and uses AI to verify that information is complete, integrating it all directly into your existing tools.
- Automate client data and document collection
- Deliver a stellar first impression to new clients
- Integrate seamlessly with your existing tools