Work in progress
Accounting Firms

Your team should be doing accounting,
not chasing paperwork

Tax teams spend 40–70% of their time on data collection instead of billable work. Onboarding Express automates client intake, engagement letter signing, and document collection — so preparers open complete files, not email threads.

Get Started Security & Compliance
40–70%
of tax team hours spent on data collection and document preparation rather than billable client work
30%
of initial client value lost to onboarding delays, rework, and errors at professional services firms
Days
the average firm waits for a signed engagement letter before billable work can legally begin

How It Works

From intake link to complete file — in one session

Onboarding Express replaces the email chains, PDF attachments, and manual follow-ups that define most accounting firm intake processes with a single automated workflow your clients complete in under ten minutes.

See It In Action
01
Client receives a branded intake link
Secure and mobile-friendly. No account creation, no PDF to print. Opens on any device.
02
Intake questionnaire completed with conditional logic
Shows only fields relevant to their situation — individual, business, or trust. Data flows to your system without re-entry.
03
Engagement letter signed in the same session
Pre-populated and presented immediately after intake. Legally binding ESIGN signature with tamper-evident audit trail.
04
Documents uploaded — team notified when file is complete
Structured checklist, automated reminders for missing items. Preparer opens a complete file, not an inbox.

Use Cases

Every workflow from intake to annual renewal

From first-time individual clients to complex advisory engagements — configurable without writing a line of code.

New Client Intake

Configurable questionnaire capturing entity type, prior year info, key contacts, and authorizations in a single mobile-friendly session that replaces your intake PDF entirely.

Engagement Letter Signing

Send and collect signed engagement letters the same day. ESIGN and UETA compliant, with a tamper-evident audit trail that protects your firm if scope or liability is ever disputed.

Tax Document Collection

A structured checklist tells clients exactly what to upload. Automated reminders chase outstanding items. Your team is notified the moment the file is ready — without manual follow-up.

Form 8879 & E-File Authorization

Collect IRS e-file authorization signatures digitally. Clients sign from any device. Your firm retains the signed form with a complete audit record per IRS recordkeeping requirements.

Annual Engagement Renewal

Re-engage returning clients automatically — updated engagement letter, refreshed questionnaire, prior-year document confirmation — all completed before tax season begins.

Advisory & Consulting Engagements

Multi-party agreement execution, NDA signing, and structured information-gathering for CFO advisory, business valuation, and M&A support engagements.

Data Security

Your clients trust you with their most sensitive financial data

Email and consumer file-sharing tools were never built for tax returns, income statements, and entity structures. Onboarding Express is.

SOC 2 Type II
Independently audited. Report available on request for any client vendor assessment.
AES-256 Encryption
All data encrypted at rest and in transit. No plaintext storage of financial documents.
ESIGN & UETA Compliant
Every engagement letter carries full legal weight with a tamper-evident audit record.
US-Only Data Residency
All data processed and stored on US infrastructure. No cross-border transfers.

Get Started

Start your next tax season with a complete file on day one

Tell us about your firm and your current intake process. A specialist will walk you through exactly how Onboarding Express fits — from first questionnaire to signed engagement letter — tailored to your practice size and workflow.

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SOC 2 Type II
ESIGN & UETA
AES-256
1-Day Response