What is Client Onboarding Information?
Client onboarding automation uses technology to streamline the process of enrolling new clients and gathering required information.
For accounting firms, this includes automating engagement letters, collecting tax documents, gathering identification information, and setting up client profiles in practice management systems.
Automated workflows guide clients through standardized processes, send reminders for missing information, and integrate data directly into firm systems. This technology reduces administrative burden, improves client experience, ensures compliance with regulatory requirements, and accelerates time-to-value. Automation also enhances consistency, reduces errors, and allows accounting professionals to focus on relationship-building rather than paperwork.
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