Client onboarding
Onboard new clientswithout email ping-pong
We build custom client onboarding software for UK accounting firms. Engagement letters, ID checks, and first VAT or SA pack collection happen in one flow your team owns. Not another monthly subscription checklist you have to bend around.
The problem
Why practices look for this
The same chase loops show up before every filing deadline. Here is what usually breaks first.
Onboarding lives in scattered threads
Engagement letters, ID checks, and first document requests sit in different inboxes, so nobody sees the full picture.
Clients do not know what to send next
Without a clear checklist, new clients send the wrong files, or nothing, while staff chase by email.
Progress is hard to track
Partners ask if a new client is ready for work, and the answer depends on who last checked the thread.
Our approach
How we help
Custom software for UK accounting firms. Shaped around your packs, channels, and filing calendar.
Onboarding flows shaped to your firm
Stages for engagement, ID, and first pack collection that match how you already take on clients.
Clear client checklists
Clients see what is still outstanding and upload against your list, without emailing the office.
A live view for staff
Managers see which new clients are stuck, and who is ready for the first real job.
What you get
Clearer lists. Less chasing.
New clients complete engagement and ID steps in one place
First pack requests go out with a clear checklist
Staff see who is stuck before the first filing deadline
Fewer welcome emails rebuilt from scratch every time
In context
Built for how your practice already works
Engagement, ID checks, and first-pack collection in one place partners can actually see.
FAQ
Common questions
Straight answers on fit, timing, and what custom means here.
Ready to cut the VAT and pack chasing?
Book a free first call. Custom software for UK accounting firms, including optional helpers that know your lists and filing dates.