Client onboarding portal for an accounting firm
We automated onboarding and monthly reconciliation so the team scales without adding headcount.
Onboarding a new client meant chasing documents over email and reconciling transactions by hand. Busy season pushed the team to its limit every year.
A secure client portal for document collection and e-signatures, plus automated reconciliation that flags only the exceptions a human needs to review.
The problem
Growth was capped by manual work. Onboarding meant emailing clients for documents again and again, and monthly reconciliation was done by hand, line by line. Every busy season the firm hit the same wall.
What we built
- A secure portal for document collection, requests, and e-signatures
- Automated reconciliation that clears the routine matches and surfaces only exceptions
- A clear onboarding checklist clients can follow themselves
The outcome
The firm now automates more than 1,200 reconciliation tasks a month and onboards clients in a fraction of the time — taking on more work without adding staff.
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