Accounting owners create onboarding project cards when clients accept services

Accountants miss client acceptances in inboxes, causing onboarding delays and billing setup errors. Project cards and checklists ensure operations and accounting begin structured onboarding immediately.

Overview

Missed client acceptances create onboarding chaos and billing setup errors for accounting owners. This flow turns every acceptance into a project card and checklist, eliminating manual handoffs so operations and accounting start onboarding work immediately; teams report fewer missed follow-ups.

Notable Features

Create project cards on acceptance
Attach standardized onboarding checklists
Assign tasks to operations and accounting