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    Client Onboarding Automation

    How long does it take to implement client onboarding automation?

    Client onboarding automation for accounting firms is fully operational within 2-3 weeks — Week 1 for audit and configuration, Week 2 for workflow build, and Week 3 for testing and launch.

    Most firms are fully operational within 2-3 weeks. Week 1: We audit your current onboarding process and configure the platform. Week 2: We build your custom templates, forms, and workflows. Week 3: Testing, team training, and go-live. You'll start saving time immediately once the system is active.

    Related Questions

    Will onboarding automation work with my existing practice management software?Can I customize the intake forms for different service types?What happens if a client doesn't complete their onboarding steps?

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