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.
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
Impress and Retain Clients
Streamline for Scale
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
How SmartVault Simplifies Onboarding
Map your onboarding workflow, automate the steps, and deliver a consistent experience for every client.
Automated Onboarding:
A Better Experience for Everyone
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
Onboarding and Migration Services
Get up and running quickly with SmartVault’s customized onboarding and migration services.
