Automate client onboarding in an accounting firm using FirmOS

This task can be performed using FirmOS

Best product for this task

FirmOS

accounting

FirmOS is an automation platform built for accounting firms to simplify client acquisition, hiring, and operations. It reduces manual work by integrating AI-driven systems that handle repetitive tasks and improve efficiency. Designed by CPAs, FirmOS helps firms run more smoothly with less day-to-day involvement from owners.

BusinessAI WorkflowsAutomationMarketing ToolsSales OptimizationsTalent ManagementDashboard AnalyticsMarketingProductivityFinance

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What to expect from an ideal product

1. Sets up automatic welcome emails and document requests when new clients sign up
2. Creates client folders and organizes paperwork using smart templates
3. Tracks missing information and sends friendly reminders to clients
4. Assigns tasks to team members and monitors progress through each onboarding step
5. Connects with existing tools to pull client data and update records without manual entry