Client onboarding · the accounting edition
Client onboarding for accountants: no stall, no drop-off, no unanswered question.
An elite 2027 take-on moves a client from "I want this" to engaged, checked and inside their own portal: the engagement letter signed, identity and proof of address, owners and people with significant control, the risk assessment and HMRC's authorisation, with every question answered along the way. No objection left standing, no lead lost to a form.
No sign-up. The demo is set up as an accounting practice, Castell & Mehta, with a fictional client, Northgate Studio. Let it drive, or click through yourself.
Every question answeredThe AI assistant sits at the foot of every screen and answers in the client's own language, so no question becomes a reason to stop.
Every person, every languageA multi-language flow for every client from every corner of the globe. Three languages in this demo; your build in every language your clients write in.
Straight into your own portalThe flow links directly to your bespoke portal and hands the new client to your accounts team, bookkeepers and managers alike.
The live demo
Watch a client being taken on, or do it yourself.
The service they came for, their details, year end and headcount, then the five take-on steps an accounting practice runs: engagement letter, identity and proof of address, owners and people with significant control, risk assessment, and HMRC authorisation, accepted within 21 days or by a 64-8. The strip above the widget says what each step does for you.
Prefer it on its own page? Open the demo full screen.
Where the value is
What an elite take-on does for the practice.
- No objection, no stall, no drop-off. A client's questions are answered where they arise, by the assistant, in their language, before they become a reason to leave.
- Every person, every language. The flow caters for every client from every corner of the globe, and the words stay yours to approve.
- Anti-money-laundering checks and HMRC's authorisation inside the flow, not after it. Identity, owners, the risk assessment and the agent request happen while the client is still here; the 21-day clock is counted for them.
- Straight into your own bespoke portal. The new client, their signed letter and their checks land on the desks of your accounts team, bookkeepers and managers at once, with the first request for their year-end records already waiting. Nothing is re-keyed.
Your own flow, built around your services: £950–£1,950, fixed in writing before we start, as an additional service to your portal. See pricing
Questions
What practices ask about onboarding.
What does an onboarding flow like this cost?
£950–£1,950 as an additional service, fixed in writing before we start. The portal itself is £4,950–£9,950 setup, then £595 a month.
Which languages does the flow run in?
The client chooses on the first screen. This demo runs in English, Deutsch and Français; your build runs in the languages your clients write in.
What happens when the client finishes?
They land in their own portal, and what they signed and sent reaches your team's desks at once.
Does it collect what our client checks need?
The accounting flow asks for identity and proof of address, owners and people with significant control, and runs a risk assessment step. Your own procedures decide what you ask for.