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.
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