New clients are fully set up in days, not weeks.
From signed engagement letter to a client who's in your systems, documents requested, and access granted — handled as one automated sequence instead of a dozen manual handoffs.
Onboarding — Meridian Bookkeeping (new client)
Engagement letter signed
Trigger · DocuSign·Day 0 · 9:02 AMIntake form + first document request sent
Automated · TaxDome·Day 0 · 9:04 AMPortal access granted, internal setup task created
Automated · assigned to Sam K·Day 0 · 9:04 AMKickoff call scheduled by client
Self-serve booking·Day 1 · pending
The problem
Why this work is quietly expensive.
9 days
faster from signed to fully onboarded
Illustrative — based on collapsing sequential manual handoffs into one flow.
Winning the client is the hard part. Then onboarding undoes the momentum: engagement letter, intake form, portal invite, document requests, software access, kickoff scheduling — each a separate manual step owned by a different person.
Things fall between the steps. The portal invite goes out but the document request doesn't. The client is eager on day one and ignored by day ten. First impressions of a firm that just sold them on being organized.
Multiply that by every new engagement and onboarding becomes a recurring tax on growth — the more you sell, the more manual setup work piles up.
How the automation works
Step by step, on your existing tools.
Signed letter kicks off the sequence
The moment an engagement letter is signed, onboarding starts on its own — no one has to remember to begin. The client record is created and tagged with the right service.
Intake, access, and requests fire in order
Intake form, portal invite, and the first document request go out in the right sequence with the right timing — each one waiting on the step before it, not on a person remembering.
Internal setup is handed off cleanly
Your team gets a single, complete task: the client record, the intake answers, and any accounts to provision — instead of five fragments arriving over two weeks.
Kickoff is scheduled and nothing stalls
The client books their kickoff from a link, and the system tracks the whole onboarding to done — flagging anything that stalls before it becomes a bad first impression.
Connects to the tools you already run:
What's included
Everything in the system.
Built, connected, tuned, and maintained — not handed over as a template you have to run yourself.
Trigger from your e-signature or proposal tool
Automated intake, portal invite, and first document request
Service-specific onboarding paths (tax, bookkeeping, advisory)
Consolidated internal setup task for your team
Self-serve kickoff scheduling
Onboarding status tracking with stall alerts
Questions
The things firm owners ask first.
Straight answers. If yours isn't here, it's the first thing we'll cover on the call.
Ready to stop running client onboarding by hand?
A focused 15-minute call. We look at how you do this today and show you exactly what the automated version looks like on your tools.
Built for US & Canadian firms with 2–20 staff.