Automations for accountants
Client onboarding sequence for accountants
If you run a small accounting firm with around 80 monthly clients, you've probably seen it: clients send receipts and bank statements late, in every format. This client onboarding flow takes that job off your plate. Welcome emails, forms, documents and kickoff scheduling, sent automatically when someone signs.
The problems it takes off your list
- Clients send receipts and bank statements late, in every format.
- Chasing clients for documents eats the week before every deadline.
What it looks like in practice
Say you run a small accounting firm with around 80 monthly clients. A new client signs on a Friday afternoon. They get a welcome email, a short form and a link to book a kickoff meeting. A shared folder is created in Google Drive. On Monday you can see they've already done two of the three steps.
How it works for accountants
Step by step, this is what the client onboarding flow does with your clients.
- A new client signs or pays.
- A welcome message goes out with what happens next.
- Forms and document requests follow on schedule.
- A kickoff meeting is booked.
- You see who has finished which step.
Tools it connects to
You keep working in Dext, Google Drive, Calendly and Outlook. The client onboarding flow sits alongside, built with n8n, Typeform and Gmail.
Questions from accounting firms
Does the client onboarding flow work with Dext?
Often, yes. Before building the client onboarding flow I check your Dext account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the client onboarding flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The client onboarding flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built