Stop Chasing Documents. Start Onboarding Clients Faster.
Automated onboarding for accounting firms: save time, reduce errors, and start billing faster.
The Onboarding Nightmare
Document Collection Chaos
Emailing back and forth for ID, proof of address, company documents... it never ends.
Weeks to Get Started
New clients wait forever to be fully set up. Some drop off before you even start.
Things Fall Through Cracks
Missing anti-money laundering checks, incomplete details, forgotten engagement letters.
Manual Reminders
You're the one chasing clients for documents they promised to send 'tomorrow'.
The Hidden Costs
Automated Onboarding That Works
From signed proposal to fully onboarded — without manual chasing
Welcome Email
Sent automatically when they sign
Document Request
Secure upload link with checklist
Auto Reminders
Follow-ups until complete
Setup Complete
Notify team, start services
What's Included in Automated Onboarding
Digital Document Collection
- Secure file upload portal
- ID verification integration
- AML compliance checklists
- Electronic signatures
Automated Communications
- Welcome email sequence
- Document request reminders
- Progress updates to client
- Completion confirmation
Workflow Triggers
- Team notifications
- Calendar booking integration
- CRM status updates
- Task assignments
Client Experience
- Branded client portal
- Mobile-friendly uploads
- Progress tracking
- Clear expectations
The Results You Can Expect
Less admin time
Average onboarding
Completion rate
Time to first invoice
Ready to Streamline Your Onboarding?
See how we can cut your onboarding time by 80% — book a quick walkthrough.
Part of our complete marketing automation for accountants.
What Our Clients Say
Real reviews from real clients on Google
"MM Studios have been brilliant to work with. They helped me with my website and e-commerce store, as well as shaping my digital marketing strategy, including social media and other bits and pieces along the way. They were incredibly responsive, proactive, and genuinely helpful throughout the whole process. Nothing felt too much trouble, and everything was explained clearly. I'd highly recommend MM Studios to anyone looking for reliable, knowledgeable support with their online presence."
Micaela Marinelli
Verified Google Review
"MM Studios helped our solo ballet warm wear website and automating the business. Really easy to work with. Recommend 100%."
Lucia Zenga
Verified Google Review
Get Your Free Accountant Automation Audit
Book a 15-minute walkthrough and discover quick wins for your practice
What You'll Get:
- Complete lead flow review
- Automation gaps identified
- Quick wins you can implement today
- Custom recommendations for your practice