Client Onboarding & Setup

Turn a fragmented, email-heavy client setup into a structured, trackable workflow that gets clients active faster.

44 hrs

Time saved/month

Companies have mapped

About This Automation

Client onboarding at bookkeeping firms involves collecting intake forms, documents, and business details, then manually setting up accounts and tax configurations in accounting software.

Automation collects intake data through a digital form, validates it against uploaded documents, generates a customized chart of accounts, configures tax settings, and imports historical transactions. The client goes live in 2-3 days with minimal manual intervention.

Key features

Collect intake forms and supporting documents through a digital form with automatic reminders

Validate client data against uploaded documents and flag inconsistencies for review

Generate a chart of accounts based on industry and business structure using templates

Configure tax settings automatically based on state and business type

Import historical bank and credit card transactions into accounting software

Create user accounts with appropriate permissions and send secure login credentials

How The Automation Works

The full workflow, from trigger to completion.

1. New Client Signedtrigger

Engagement letter is marked as signed in the CRM or a new client record is created in the system.

2. Send Digital Intake Form

Automation sends a branded Google Form to the client with all required fields (business details, owners, tax ID, bank info, document upload links).

3. Collect & Validate Data

Reviews submitted form responses, validates required fields, and flags incomplete or inconsistent data for human review.

4. Create Chart of Accounts

Generates a standard chart of accounts based on client industry and business type, using a template library.

5. Configure Tax Settings

Applies tax settings based on client state, business structure, and filing frequency.

6. Import Historical Transactions

Automation retrieves bank and credit card data from client bank portal (via secure API or manual CSV upload) and imports it.

7. Set Up User Access

Automation creates user accounts, assigns permissions, and generates secure login links.

8. Send Onboarding Confirmation

Automation sends a confirmation email with login links, account summary, and a request for client verification. notification alerts the bookkeeper that setup is complete.

4 reasons to map this process

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

78 hrssaved/month

13times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

Is this really free?

What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

View more FAQs

Estimated Time Saving

44hrs/month

Process pain:8.2/10

Mapped by:10 Companies

Map this to your business to get your exact numbers.

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