Client onboarding
For an accounting or professional firm. Each new client gets one link with only the documents still missing. Every upload is checked as it arrives: readable, the right document, the right year and the right person. Reminders go only to clients who owe something, and staff see who is complete and who has gone quiet. You play the firm and the client.
Sample demonstration on invented data. The full system is built for your business, and you own it. Ask for yours
What to try (about 4 minutes)
- On the staff Board, see who is complete, who is waiting on the client and who has gone quiet. Press Run today's reminders and open the Sample inbox.
- Open Dana's link (the client view, best on a phone). She sees only what is still missing.
- Send last year's W-2 from the sample files: it is sent back for the wrong year. Send this year's: it is accepted.
- Send the blurry photo ID: refused as unreadable. Send the sharp one: accepted. When the last item is confirmed, the work item opens by itself.
- Back on the board, press New client to make a client with a real working link. You can also send your own photo or PDF.
What is real and what is not
Real: the upload, and the checks done on the file itself (readable, the right kind of document, the right tax year, the right person), refiling a document sent under the wrong item, the reminder rules and wording, the work item opened when the list is complete, and new clients with working links.
Not real: sending and the schedule. Reminders go to the sample inbox on screen and nowhere else, and a button stands in for the weekday run. No model is used in this one. The firm, clients and documents are invented. Please do not upload real personal documents.
Rather watch first? The 37 second recording is here.
You get your own private copy of the sample data. Other visitors never see what you type. Your copy is erased after a few hours, and Start over resets it at any time. Please do not type real client details.