New client onboarding that collects the paperwork for you
A ready-made onboarding workflow for CPA and bookkeeping firms. Clients answer, sign and upload in your portal. Your team sets up the client file.
- Steps
- 10 steps
- Typical length
- 1 to 2 weeks
- Who’s involved
- Client or business owner, Admin or ops, CPA or partner
- Works with
Google Drive
SharePointGoogle Calendar
Calendly
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Kick off
2 steps - 2
Sign and authorize
2 steps - 3
Collect records
3 steps - 4
Set up the client
1 step - 5
Start the work
2 steps
Onboarding stalls on the missing piece
The engagement letter gets signed in a day. The prior returns, the EIN letter and the QuickBooks invite can take weeks.
One link for the whole intake
Profile, services, letter and uploads sit in one portal, in the order you need them.
Only the steps their scope needs
IRS authorizations and payroll access show up only when the engagement calls for them.
No passwords in your inbox
Clients invite you from QuickBooks or Xero instead of emailing you their logins.
- Complete the client profile
- Confirm the services
- Sign the engagement letter
- Sign IRS authorizations
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowThe steps every new client goes through before real work starts: profile, scope, engagement letter, IRS authorizations, prior records, system access and setup. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
