Accounting client onboarding software.
Deliver a seamless onboarding phase that impresses clients and keeps your accounting practice compliant without the emails back-and-forth.
Deliver a seamless onboarding phase that impresses clients and keeps your accounting practice compliant without the emails back-and-forth.
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.
Eliminate paperwork chaos and repetitive tasks, Clustdoc helps your firm run a more secure, organized client onboarding process.
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 back-and-forth emails eat up valuable hours and delay your deliverables.
Clustdoc organizes document collection into a single, secure workspace, replacing email threads and scattered folders.
Clients upload necessary documents, track progress, and your team spends less time sending reminders.
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 and team collaboration capabilities to Clustdoc, keeping your staff aligned and every step moving forward.
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.
Discover what other companies say about our client onboarding software for accountants.
Before you start, here are some answers to most frequently asked questions.
Client onboarding software helps an accounting firm run a clear, repeatable client onboarding process from the first interaction to long-term engagement. Instead of juggling emails, spreadsheets, and scattered accounting software, firms centralize client onboarding, document management, and client communication in one secure client portal.
With a structured accounting client onboarding process, firms can:
• automate onboarding tasks, assign internal tasks,
• collect client information and client data,
• manage client files,
• and track when a client signs key documents like engagement letters.
This ensures an efficient onboarding process that reduces administrative burdens, improves client satisfaction, and supports stronger client relationships from day one.
A client onboarding software for accounting firms like Clustdoc combines workflow automation, task management, and document management into a single practice management platform.
It also support the full onboarding process, from automated workflows to real-time client interactions.
Key features include:
A secure client portal for file sharing, client requests, and ongoing client communication
Configurable workflow templates and client onboarding checklists
Automated onboarding tasks and client onboarding tasks for staff
Built-in e-signatures for engagement letters and approvals
Centralized access to client files, sensitive data, and payment details
Collaboration features that support client management and internal coordination
Our unique capabilities help firms save time, streamline administrative tasks, and onboard new clients consistently while supporting practice management and accounting practice management needs.
A well-designed client onboarding process sets the tone for the entire client relationship.
When onboarding clients through a dedicated onboarding software with a user friendly interface, clients feel supported, informed, and confident that their accounting firm is organized and professional.
An efficient onboarding process improves the client experience by reducing friction, clarifying expectations, and ensuring clients know exactly what to do and when a client accepts requests or uploads documents.
This leads to exceptional client experience, helps clients feel valued, and plays a direct role in reducing client churn and preventing long-term client churn.
For firm owners, scalable onboarding software with unlimited clients, automation, and cloud-based access supports growth, streamlining processes, and building successful long term relationships, without increasing manual workload or financial cents lost to inefficiencies.
