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Accounting facilitator: capture new client documents fast and start setup

Accounting facilitator: capture new client documents fast and start setup

Facilitators miss IRD authority, ID, and forms after proposal acceptance, delaying client setup. Onboarding receives requested documents after acceptance, so setup starts without manual follow-up.

Accounting facilitator: capture new client documents fast and start setup

Overview

Accounting firms risk onboarding delays and stalled billings when new clients don't return IRD authority, IDs, and forms. This workflow ensures onboarding receives those documents after acceptance, eliminating manual chasing and enabling client setup to begin reliably. The result: fewer missed follow-ups and smoother handoffs to your service team.

Notable Features

  • Send onboarding request emails
  • Attach personalized IRD authority links
  • Flag incomplete submissions for follow-up

Accounting facilitator: capture new client documents fast and start setup