Client onboarding at accounting firms involves collecting client information, drafting engagement letters, obtaining signatures, and filing documents. Manual processes create delays, data entry errors, and inconsistent follow-up on unsigned letters.
Automation captures client data through structured intake forms, generates personalized engagement letters instantly, tracks signatures automatically, and files completed documents. The result is faster onboarding, fewer errors, and consistent client communication.
The full workflow, from trigger to completion.
A new client record is created or a new row is added to the intake spreadsheet, triggering the onboarding workflow.
An automated email with a Google Form link is sent to the new client, requesting business details, tax ID, service scope, and contact preferences.
Client completes the Google Form. Responses are automatically logged and parsed by the automation platform.
The automation reads the captured client data and populates a pre-built engagement letter template with the client's name, address, service scope, fees, and terms.
The populated letter is sent to the assigned partner or senior manager via email for approval before signature.
Once approved, the letter is automatically sent to the client for electronic signature, with a reminder email included.
When the client signs, the completed letter is automatically saved to the client folder in Google Drive and the client record is marked as onboarded.
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