New client onboarding · for accounting & bookkeeping firms

Every new client set up in the same order.

We build the piece that takes the new-client steps, from the engagement letter to the document requests and ledger access, and runs them in order. Nothing waits on someone remembering the next email.

Talk it through with us How it works

Built in your tools. A person at your firm approves anything that matters.

Client onboardingIllustrative
Engagement letter signedStart
Client created in practice managementKarbon / TaxDome
Documents and ledger access requestedClient portal
An example of what we build, not a client project.

How it works

What we build.

The steps your firm already follows, written down once and run the same way for every client.

  1. 01

    Start from the signed letter

    The signed engagement letter creates the client in practice management with the right services, owner and deadlines.

  2. 02

    Ask once, in order

    Document requests, ID checks where required and ledger access requests go out in a set order, with reminders.

  3. 03

    Hand over a ready file

    The bookkeeper picks up a client file that is set up, with anything still missing flagged.

What stays with your team

Your clients’ data.
Your firm’s control.

Access & data handling

Your steps.

The order, wording and checks are your firm’s, agreed with you before anything is built.

Your terms.

Engagement terms and fees stay with you. The build moves the steps along and agrees nothing for you.

Your access.

Connections run in accounts your firm owns and can revoke.

Let’s look at the hand-offs

Tell us how it
works today.

Email us how a new client gets set up at your firm today, and we’ll say honestly whether this would help. If it would, we’ll suggest a short call.

Book a call connect@cudalo.com
Start with a simple email.
  1. The systems your firm uses
  2. The process you want to improve
  3. What your team does manually today

For accounting & bookkeeping firms
in the US, Canada & UK.