For accounting owners: Create standardized client intake PDFs
For accounting owners: Create standardized client intake PDFs
Technical managers at small accounting firms lose onboarding momentum when intake forms aren't standardized and client files go missing. So onboarding starts without missing paperwork.
Overview
Small accounting owners risk onboarding delays and lost client documents when intake forms stay manual. This workflow converts each intake into a standardized PDF and stores it in your shared drive, eliminating missing paperwork and enabling faster client processing.
Notable Features
- Create standardized PDF client files
- Save PDFs to shared folder
- Notify staff when file available