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
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
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.
Similar Automations
View all Accounting automationsMissed Call Text-Back for Accounting Prospects
When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation — turning missed calls into booked appointments.
When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation. Converts missed calls into booked appointments instead of lost clients.
AI Voice Agent — Accounting After-Hours Receptionist
From Our Blog
View all postsAccounting Firm Automation in Northern Virginia: How NoVA CPAs Are Scaling Without Adding Staff
Northern Virginia's accounting firms face growing client demands with a shrinking talent pool. Automation lets NoVA CPAs scale capacity 30% without additional hires.
Tax Document Collection Automation: End the Annual Chaos Without Adding Staff
Tax season document gathering is one of the most labor-intensive, error-prone processes in accounting. Automated collection sequences, smart reminders, and client portal integration reduce manual follow-up by 60-80% and give your staff their sanity back.