Client onboarding automation for CPA firms typically costs between $3,500 and $15,000 for a fixed-price project, depending on your firm's specific workflow complexity and required integrations. This investment covers foundational automations, such as automated intake form distribution and document collection, with every engagement starting with a free systems audit to define precise project scope.
We begin with a detailed discovery session, mapping your firm's current client onboarding journey, from initial lead capture to engagement letter signing and first document requests. We identify all manual touchpoints, integration points between your CRM and practice management software, and areas ripe for efficiency gains.
Our team then designs and builds custom automations that streamline your intake process, such as automatically sending engagement letters, requesting specific tax documents based on service type, and creating tasks in your practice management system. We integrate these solutions seamlessly with your existing tools, ensuring data flows correctly between platforms like QuickBooks Online Accountant and your document management system.
Upon completion, we provide comprehensive training for your team, ensuring they are proficient in managing and leveraging the new automated onboarding workflows. We also offer a defined period of post launch support to address any questions and ensure smooth operation.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit