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Client onboarding software

Client onboarding that takes each new client on in their own language.

A take-on flow built around your services: their language first, then their details, a quote, payment, signatures and documents, with an AI assistant answering along the way, and straight into their own portal.

Try a live demo

No sign-up. Three demos, one per sector, each with a fictional practice and client.

£950–£1,950Your onboarding flow, built around your services and fixed in writing before we start. An additional service to your portal.

Live demos

Three live onboarding demos, one per sector.

Each runs as a fictional practice taking on a fictional client, in English, Deutsch or Français. Let it drive, or click through yourself.

Accounting
Accounting onboarding demo, step 1 of 8: Castell & Mehta take on Northgate Studio Ltd, company details pre-filled, year-end accounts and payroll, year end 31 March, 14 employees.
Castell & Mehta take on Northgate Studio Engagement letter, identity and proof of address, owners and people with significant control, the risk assessment and HMRC's authorisation. Open the accounting demo VAT & tax
VAT & tax onboarding demo, step 1 of 11: Callaghan & Rebane take on Alder Street Imports Ltd, company details pre-filled, VAT registration and VAT and OSS returns in 2 countries.
Callaghan & Rebane take on Alder Street Imports Countries and the One-Stop Shop, a saved quote, payment, then the engagement letter, directors' ID, owners, company documents and sales channels. Open the VAT & tax demo Compliance
Compliance onboarding demo, step 1 of 8: Northwick & Partners take on Lindqvist & Co AB, company details pre-filled, EPR registration in 3 markets, 2 product types.
Northwick & Partners take on a new client A flow for each service: EPR registration, cosmetics safety work and a Responsible Person appointment. Open the compliance demo

How a flow runs

From "I want this" to signed, documented and inside their portal.

Every step is yours: the services, the questions, the documents and the words. The assistant sits at the foot of every screen and answers in the client's own language, so a question never becomes a reason to stop.

How every client works in their own language

A new client's take-on

  1. Their languageChosen on the first screen; everything after follows it.
  2. Their details, then the priceWhere the flow quotes, the lead is captured before any figure is shown and the quote is saved under a reference they can come back to.
  3. PaymentTaken in the flow, where your service is paid up front.
  4. SignaturesYour engagement letter, or the authority your service needs, signed on screen.
  5. Identity, owners and documentsEach requested with a due date, with reminders, so nothing is chased by email.
  6. Into their portalWhat they sent and signed lands on your team's desks at once.

Why it matters

Onboarding software is what advertisers pay most to be found for.

"Client onboarding software" draws 760 Google searches a month across eight English-speaking markets, and carries the highest advertiser bid of the 19 portal and practice terms we measured, $119.22 a click. Almost nobody searches for a multilingual client portal by name, so the language-first start is something a practice has to see. The search data

The price

£950–£1,950 for your onboarding flow.

Fixed in writing before we start, as an additional service to your portal. The portal itself is £4,950–£9,950 setup, then £595 a month with support, 1 TB of storage and 1 million AI tokens. VAT is not applicable.

See pricing

How it starts

  1. 20 minutes, freeYour services and your take-on mapped, your fees fixed in writing.
  2. We build your flowYour services, your questions, your documents and your words.
  3. Your clients onboard themselvesIn their language, straight into their portal.

Questions

What practices ask about client onboarding.

What does a client onboarding flow cost?

£950–£1,950, fixed in writing before we start, as an additional service to your portal. The portal is £4,950–£9,950 setup, then £595 a month.

Which languages can a flow run in?

The client chooses on the first screen. The demos run in English, Deutsch and Français; your build runs in the languages your clients write in.

Can it include our engagement letter?

Yes. The accounting and VAT and tax demos both have the engagement letter signed on screen; your flow uses your own letter and your own wording.

Where does the client go when they finish?

Into their own portal. What they sent and signed reaches your team's desks at once.

See your own take-on in 20 minutes.

After onboardingOpen the portal

No sign-up. Where a new client lands, as the owner, a partner and a client.

Open the demo

The portal for your sector: Accounting · VAT & tax · Compliance