Automate Client Onboarding for Your Accounting Practice.
Taking on a new client should be exciting — it means your practice is growing. Instead, it means 2–4 hours of admin: engagement letters, ID verification, anti-money laundering checks, software setup, welcome emails, and a dozen back-and-forth messages to collect the information you need. We automate the entire onboarding sequence so new clients are set up in clicks, not days.
The problem
The real cost of doing this manually
The average accounting practice takes 2–4 hours to onboard a single new client. That includes drafting and sending the engagement letter, collecting ID documents, running AML checks, setting up the client in your practice management software, connecting their bookkeeping feed, and sending a welcome pack. If you take on 5 new clients a month, that is 10–20 hours of pure setup admin.
2–4 hrs per client
spent on this task
£6,000–£12,000
in lost productivity per year
How we fix it
Three steps to automation
Every solution starts with understanding your specific workflow — not a generic template.
We map your current onboarding process
What do you send first? What documents do you collect? What software do you set up? We document every step from initial enquiry to 'client is live'.
We build an automated onboarding flow
New client fills in one form. Engagement letter is generated and sent for e-signature. ID documents are collected. AML check triggers. Practice management record is created. Welcome email goes out. All automatic.
We connect it to your practice tools
Senta, Karbon, Xero Practice Manager, or your own spreadsheet — the automation plugs into whatever you already use.
The difference
Before vs after automation
Before
- ✕2–4 hrs per client spent manually every week
- ✕Same repetitive workflow, every time
- ✕Things fall through the cracks when you are busy
- ✕£6,000–£12,000 in lost productivity per year
After
- ✓Runs automatically in the background
- ✓Nothing falls through the cracks
- ✓You are notified only when action is needed
- ✓2–4 hrs per client reclaimed for revenue-generating work
Tools we work with
Built around software you already use
The offer
5+ Hours Saved Per Week.
Or Your Money Back.
The AI Assessment is a 45-minute discovery call, a custom report built around your specific workflows, and a 30-minute review walkthrough. Delivered in 5 business days. If we can't find 5 hours of weekly savings, you get a full refund.
- ✓45-min discovery call
- ✓Custom 5–7 recommendation report
- ✓30-min review walkthrough
- ✓4-day quick wins plan
- ✓Money-back guarantee
Questions
Common Questions
Does this handle engagement letters?+
Yes. The system generates your standard engagement letter with the client's details pre-filled, sends it via e-signature (DocuSign, Adobe Sign, or similar), and files the signed copy automatically.
What about AML checks?+
We can trigger AML checks through your existing provider as part of the onboarding flow. The client submits their ID, the check runs, and the result is logged — all without you chasing documents manually.
Will this work with Senta or Karbon?+
Yes. Both Senta and Karbon have workflow automation features that we can extend. If you are already using one of these tools, we build on top of what you have rather than replacing it.
What if every client is different?+
The onboarding flow adapts based on client type — sole trader, limited company, partnership. Different forms, different letters, different software setup. One trigger starts the right sequence.
Industries this applies to
Ready to Stop Doing This Manually?
The call is 45 minutes. Your report arrives in 5 business days. Most clients have their first automation live within a week of the review call.
Book Your AI Assessment — £4995+ hours/week guaranteed or full refund · Custom report in 5 days