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Client Onboarding, Streamlined for Success

Ditch the manual, fragmented process. With SmartVault, you can send client questionnaires, share welcome documents, collect signatures, and introduce your tech stack, all in one place. Turn first impressions into lasting relationships with an automated and secure onboarding experience built for modern accounting firms.

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Why SmartVault for Client Onboarding? 

Give every new client a smooth and secure start with a process that scales without the manual hassle.

Secure from Day One

Avoid risky email attachments. Set the tone with encrypted, enterprise-grade onboarding workflows.

Impress and Retain Clients

Deliver a fast, digital, self-serve experience that clients love and refer others to.

Streamline for Scale

Automate intake, organize documents, and make onboarding repeatable so your team spends less time chasing paperwork.

Tired of Chasing Paperwork and Clients?

SmartVault’s automated workflows and secure client portal solve all of these pain points, so onboarding becomes seamless, secure, and scalable.

SmartVault helps firms overcome the most common onboarding bottlenecks:

  • Weeks-long delays in onboarding new clients
  • Missing or incomplete forms and files
  • Clients sending documents through insecure channels
  • Lack of clarity around firm processes
  • Staff frustration due to unclear roles and inconsistent experiences
Download our Client Onboarding Guide

Automated Onboarding:
A Better Experience for Everyone

Save time, reduce errors, and keep clients and staff on the same page from day one.

Secure document collection (no more email attachments)

Customizable intake forms and welcome documents

Client self-serve access to submit and retrieve documents

Seamless eSignature requests for engagement letters and more

Assigned tasks and internal visibility for staff

Audit trails and clear communication checkpoints

First Impressions Matter: Creating an Exceptional Onboarding Process for New Tax & Accounting Clients

Stop losing weeks to clunky, inconsistent onboarding. This step-by-step guide shows you how to optimize and automate the process so you can deliver a secure, seamless experience from day one—boosting client satisfaction, retention, and team efficiency.

Inside, you’ll learn:

  • 4 big wins from streamlining and automating onboarding
  • The exact 6-step framework used by top accounting pros
  • How to eliminate email chaos, speed up document collection, and wow clients from the start
Download PDF

Onboard Clients with Ease

Follow 6 proven steps to speed up onboarding, create a smooth client experience, and set your team up for success from day one.

  • Map Onboarding Workflows
  • Communicate Workflows
  • Send Client Questionnaire
  • Initial Kickoff Call
  • Set Up Tech Stack
  • Continually Optimize
Download PDF