Business Client Deep Onboarding
Extended onboarding for business clients: entity info, accounting software access, bank feeds, payroll review, prior-yea
What This Automation Does
How It Works
Business Signed
Business engagement completed
Welcome Package
Team intro, service overview, timeline
Create Business Record
Entity type, EIN, state, industry, revenue range, employees
Entity Questionnaire
Ownership, contacts, software, banking, insurance
Software Access Request
QuickBooks/Xero access + bank feeds
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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