New Client Onboarding Automation
From signed engagement letter to active client in under 24 hours — automates intake forms, document collection, software access provisioning, and welcome communication.
What This Automation Does
How It Works
Engagement Letter Signed
E-signature completed — onboarding sequence triggers automatically
Welcome Email + Intake Form
Personalized welcome email with intake questionnaire link: entity type, fiscal year, prior accountant, payroll details, bank accounts
Document Collection Portal
Secure upload request sent for: prior year returns, financial statements, payroll records, bank statements — with automated reminders for missing items
Intake Complete?
All required fields and documents received? If not, targeted follow-up sent every 48 hours
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Engagement letters must comply with Circular 230 requirements for CPA firms. Ensure scope of services, fee structure, and client responsibilities are clearly documented.
All automated SMS communications require prior express consent captured during the intake process.
Canada Revenue Agency regulations require proper record retention and audit trails for all automated bookkeeping and financial data processing workflows.
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