Clustdoc gives your firm customer onboarding infrastructure that impresses new clients and keeps your accounting practice compliant, without the email back-and-forth.
Happy customers in 40+ countries streamlining accounting client onboarding with Clustdoc
Cut manual tasks and repetitive admin work so your team focuses on client relationships.
Deliver a smooth, secure onboarding experience that builds trust and reduces back-and-forth.
Always get the right documents on time and avoid last-minute stress and late filings.
Keep sensitive data organized, secure, and ready for audits at any time.
Clustdoc is accounting onboarding software that replaces paperwork chaos and repetitive admin with one organized, secure process. Design it once, then run every new client through the same steps, from first form to signed engagement letter.
When onboarding tasks aren’t automated, they pile up fast and steal focus from higher-value work.
Clustdoc's client onboarding software for accountants, replace your legacy tools with a real onboarding automation engine.
Design your ideal onboarding workflow once and run it automatically for every new client without any missed steps, nor manual tracking.
Missing files and endless email threads eat up valuable hours and delay your deliverables.
Clustdoc turns client data collection for accounting firms into a single, secure workspace. Document collection happens in one place: clients upload their files, see exactly what is still missing, and your team stops writing reminder emails.
Clients upload necessary documents, track progress, and your team spends less time sending reminders.
Firms chase the same short list every year. It is usually last year's tax return, recent bank statements, payroll records, and the signed engagement letter. No second tool, and no folder on someone's desktop.
Clustdoc's document collection software requests those files, stores them, and lets your team approve them in one place.
Onboarding often stalls because internal tasks are not clearly assigned or tracked, which leads to confusion and missed deadlines.
Clustdoc includes task management and team collaboration alongside the client-facing work, so your staff stays aligned and every file keeps moving. It also works as client engagement software for accountants: clients follow their own progress in the client portal while your team coordinates behind the scenes.
Set up internal to-do lists, assign recurring tasks to the right team members, set due dates, and monitor progress while managing client files.
Clients shouldn’t have to switch to another tool just to sign engagement letters or powers of attorney.
Clustdoc includes secure, legally binding e-signatures built right into your client portal. Need an engagement letter, a power of attorney, and a declaration?
Add multiple signature steps to your onboarding process based on the client’s profile whether it’s one agreement or several documents.
A client emails last year's tax return, then texts a photo of their ID. Someone on your team copies both into the right folder by hand. Clustdoc keeps those steps in one branded onboarding portal instead.
Your client uploads the tax return and signs the engagement letter in the same accounting client portal, and your team checks both there. The portal shows what is done and what is still missing. If you are still comparing tools, we wrote a longer guide to choosing a client portal for accounting firms.
More than 2.5 million onboarding flows have been launched through Clustdoc. 93% of users would recommend it to a peer.
Want to see the portal with your own logo on it? Book a demo call and we will walk through a sample onboarding flow for a firm your size.
Different services need different intake. Clustdoc lets you build a separate workflow for each one, so the checklist a tax preparation client receives is not the same one your bookkeeping or advisory clients see.
That flexibility also covers niche practices.
If your firm serves online businesses such as course creators, freelancers, or e-commerce sellers, you can tailor each document request to what those clients actually have on hand. Start from the templates library or build your own from scratch.
Clients should not have to switch to another tool just to sign engagement letters or powers of attorney. Clustdoc builds a legally binding signature workflow into your secure client portal. Add one signature step or several based on each client's profile, whether it is a single agreement or a full set of documents.
Before you start, here are some answers to most frequently asked questions.
Clustdoc automates client onboarding for accounting firms while your accounting stack handles the ledgers. It is not a bookkeeping tool; it is customer onboarding infrastructure that sits in front of your tax and practice management software and runs intake, document collection, e-signatures, and reminders automatically. Every new client moves through the same steps, so nothing depends on someone remembering to send an email.
Automate the client-facing side first: intake forms, document requests, engagement letter signatures, and follow-up reminders. Clustdoc runs those steps from a workflow you design once, then hands your team complete, verified files so the preparation work starts without the usual chasing. Firms like Autax, featured on this page, save up to 5 hours per week this way.
Look for client onboarding solutions for accounting firms that work without an IT department: ready-made templates, a portal clients understand at first glance, and plans sized for a small team. Clustdoc is built for that profile and is used by firms in 40+ countries. See pricing for current plans, or book a demo to walk through a setup for your firm size.
Yes. Because Clustdoc workflows are template-based, you can create a dedicated onboarding flow for course creators, freelancers, or any niche your practice serves, with document requests matched to how those clients operate. The same firm can run separate flows for bookkeeping, tax, and advisory clients side by side.
It replaces scattered emails, spreadsheets, and folders with one accounting client onboarding process that runs the same way every time. Clients get a single secure client portal for uploads, signatures, and messages, and your team gets a dashboard showing exactly where each file stands. The result is fewer missing documents, faster starts, and a more professional first impression.
At minimum: a client portal, configurable workflows, automated reminders, built-in e-signatures, and secure document storage. Clustdoc adds task management, approval steps, and client intake software capabilities so one platform covers everything from first contact to signed engagement. It is GDPR compliant and hosted on AWS, which matters when you handle sensitive financial data.
Onboarding is the first real proof of how organized your firm is, and clients judge it quickly. A structured process tells them exactly what to send, shows their progress, and removes the guesswork that causes frustration and churn. For the firm, every engagement then starts on complete information instead of a half-finished email thread.
It is a private page where clients upload last year's tax return and the bank statements, and sign the engagement letter. Client messages sit there too, so the payroll file and the question about it stay together. It takes the place of email attachments.
You can embed it on the website you already have, and no coding is needed. There is a plugin for WordPress sites and a Chrome extension that starts a flow from any web page. Book a demo call if you want us to look at your setup first.
A secure portal encrypts stored data, asks for a second login step, and time-stamps every action. Clustdoc is SOC 2 Type II certified, GDPR compliant, and stores client data in the EU. Ask any vendor for the same proof before you send them client files.
It is a portal your clients see as part of your firm's website. In Clustdoc that covers your logo, colors, fonts, and your own domain name, plus reminders worded the way you write. Your client never sees another company's name while they work through it.
There is no single best one, because firms collect different files. When you compare CPA client portal software, look at how much you can brand it, what security proof the vendor shows, and which tools it connects to.
Clients need a web browser and nothing else, with no app to install. They open your link, work down a checklist, upload each file, and sign in the same place.
