A client onboarding process is the steps an accounting firm takes to welcome a new client, gather necessary information and documents, set up systems/tools, and ensure the client understands how to work with the firm. An efficient onboarding process creates a positive first impression and a smooth working relationship.

A standardized, documented onboarding workflow provides many benefits, such as enhancing cybersecurity, reducing client churn, enabling seamless collaboration, improving workplace efficiency, and creating a consistent client experience. An organized process signals professionalism to clients.

While some firms take 6-8 weeks, best practices show the full onboarding lifecycle can be completed in just 1-2 weeks when using technology and optimized workflows. A drawn-out process suggests disorganization.

Core steps include sending a new client questionnaire/intake form, holding a kickoff call or meeting, setting the client up on core systems like document management software, establishing communication protocols, and continually optimizing the process based on feedback.

Cloud-based document management systems with client portals enable digital document/signature collection, secure file sharing, automated workflows, self-serve account setup for clients, and centralized client management for staff, creating seamless digital experiences.

Standardized workflows eliminate guesswork and administrative burdens, so staff can focus on higher-value work instead of chasing missing paperwork. Clear processes increase efficiency and job satisfaction while reducing burnout.