Client Onboarding Automation

    Stop Chasing Documents. Start Onboarding Clients Faster.

    Automated onboarding for accounting firms: save time, reduce errors, and start billing faster.

    The Onboarding Nightmare

    Document Collection Chaos

    Emailing back and forth for ID, proof of address, company documents... it never ends.

    Weeks to Get Started

    New clients wait forever to be fully set up. Some drop off before you even start.

    Things Fall Through Cracks

    Missing anti-money laundering checks, incomplete details, forgotten engagement letters.

    Manual Reminders

    You're the one chasing clients for documents they promised to send 'tomorrow'.

    The Hidden Costs

    Admin time per new client5-10 hours
    Average onboarding time2-4 weeks
    Drop-off before completing15%
    Lost in delayed billing£1000s

    Automated Onboarding That Works

    From signed proposal to fully onboarded — without manual chasing

    1

    Welcome Email

    Sent automatically when they sign

    2

    Document Request

    Secure upload link with checklist

    3

    Auto Reminders

    Follow-ups until complete

    4

    Setup Complete

    Notify team, start services

    What's Included in Automated Onboarding

    Digital Document Collection

    • Secure file upload portal
    • ID verification integration
    • AML compliance checklists
    • Electronic signatures

    Automated Communications

    • Welcome email sequence
    • Document request reminders
    • Progress updates to client
    • Completion confirmation

    Workflow Triggers

    • Team notifications
    • Calendar booking integration
    • CRM status updates
    • Task assignments

    Client Experience

    • Branded client portal
    • Mobile-friendly uploads
    • Progress tracking
    • Clear expectations

    The Results You Can Expect

    80%

    Less admin time

    3 days

    Average onboarding

    95%

    Completion rate

    Faster

    Time to first invoice

    Ready to Streamline Your Onboarding?

    See how we can cut your onboarding time by 80% — book a quick walkthrough.

    Part of our complete marketing automation for accountants.

    Get Your Free Accountant Automation Audit

    Book a 15-minute walkthrough and discover quick wins for your practice

    What You'll Get:

    • Complete lead flow review
    • Automation gaps identified
    • Quick wins you can implement today
    • Custom recommendations for your practice
    info@mmstudios.tech+44 7476 942114

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