Client onboarding software for accountants.

Deliver a seamless onboarding experience that impresses clients and keeps your practice compliant without the emails back-and-forth.

Happy customers in 40+ countries

Spend more time on billable work

Cut manual follow-ups and repetitive admin so your team focuses on serving clients.

Impress clients from day one

Deliver a smooth, secure onboarding experience that builds trust and reduces back-and-forth.

No more missing files

Always get the right documents on time and avoid last-minute stress and late filings.

Protect your firm and stay compliant

Keep sensitive data organized, secure, and ready for audits at any time.

Faster, error-Free onboarding for accounting firms.

Eliminate paperwork chaos and repetitive tasks, Clustdoc helps your firm run a secure, organized onboarding flow every time.

PROCESS AUTOMATION

Automate onboarding steps once, run them forever.

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.

DOCUMENT COLLECTION

Collect accounting documents without chasing clients.

Missing files and endless back-and-forth emails eat up valuable hours and delay your deliverables.

With our client onboarding software for accountants, you can replace disorganized email threads with a secure, self-serve document portal.

Clients upload required files, see exactly what’s pending, and your team spends less time sending reminders.

TASKS & PROJECT TRACKING

Keep your team organized with built-in task tracking.

Client onboarding often stalls because internal tasks aren’t clearly assigned or tracked, leading to confusion and missed deadlines.

That's why we've added simple project management capabilities to Clustdoc, keeping your staff aligned and every step moving forward.

Set up internal to-do lists, assign tasks to the right team members, set due dates, and monitor progress while managing client files.

LEGAL ESIGNING

Get documents signed faster with secure e-signature.

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.

How Autax simplifies the management of the tax preparation process.

Learn how Tax firms use Clustdoc to engage new accounting clients, saving 5 hours per week.

Professional onboarding your clients notice

Discover what other companies say about our client onboarding software for accountants.

What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes.

Sarah review shared on 11.19

The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries.

James review shared on 04.22

Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.

Chaz review shared on 06.20

This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Joaquin review shared on 01.20

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Kirk review shared on 11.19

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Nourredine review shared on 07.20

Scale your accounting firm, not your paperwork.

Simplify your document workflows, delight your customers.