We build complete automated onboarding systems for UK accounting firms — so every new client goes from signed to set up in 24 hours, without your team sending a single manual email.
Here's what that actually looks like — task by task.
It's inconsistent. It's time-consuming. And it makes the wrong first impression on the clients who just paid you to look like you have it together.
Six interlocking components, built once, running automatically — every time a new client signs.
Branded welcome email fires the moment a client signs. Sets expectations, delivers links, and starts the process — without anyone touching a keyboard.
Engagement letter sent, signed, and filed automatically. Chasers trigger if unsigned after 24 hours. No more chasing by hand.
Client is guided through identity verification automatically. Documents collected, checked, and stored — fully compliant, zero manual effort.
Conditional-logic form captures everything you need — tailored by client type. Responses feed directly into your practice management system.
New client record, folders, and tasks created automatically in your practice management tool the moment onboarding completes.
The right person gets notified, with the right context, at exactly the right moment. Clean handoff, every single time.
From signed to fully set up — automatically. No delays, no dropped balls.
Based on 5–8 new clients/month. That's time back for billable work or simply breathing room.
Same experience whether it's client number 1 or 100. Your brand, your process, always delivered correctly.
New clients onboard while you're in meetings, on holiday, or asleep. The system runs without you.
"We were spending nearly four hours on every new client. Now the whole thing runs itself. New clients actually comment on how slick the process feels — and we haven't lifted a finger since it went live."
One build fee. Delivered in 14 days. Guaranteed to work.
One-time fee — yours forever, no monthly lock-in
We monitor your system, handle any tweaks, and update it as your process evolves. Peace of mind without the overhead.
14-day delivery guarantee. Full refund if we miss it.
Almost certainly yes. We build on top of whatever you're already running — Xero, FreeAgent, Sage, IRIS, Karbon, GoProposal, and most mainstream UK practice tools. Before we start, we do a 20-minute discovery call to confirm the exact setup. If for any reason we can't integrate with your stack, we'll tell you upfront — not after you've paid.
Very little. We handle all the building. You'll need roughly 90 minutes across the 14 days — a kickoff call to map your current process, and a handover call when it's live. Your team doesn't need to be technical. We document everything and train whoever needs it.
Good — it should be. We build your system around how your firm actually works, not a template. The 6 components are the structure; the logic, questions, branding, and flow are entirely custom to you. We've built for sole practitioners, regional firms with multiple departments, and niche specialists. Your process stays yours — it just runs automatically.
If you're on the support plan, we fix it — usually same day. If you're not on support, we provide 30 days of free bug fixes after launch to make sure everything is bedded in. Automation tools can occasionally have API hiccups; we build in monitoring and fallback alerts so issues surface immediately rather than silently causing problems.
You could build it yourself. It would take one of your team 30–60 hours to spec, build, test, and document — at an average cost of £30–50/hour for a senior admin or practice manager. That's £900–£3,000 of internal time, plus several months of delay. We've already built this for multiple firms. You get a working system in 14 days, not a project that drags into Q4.
20 minutes. No obligation. We'll map out exactly what your system would look like.
Book a Free 20-Minute Call → Built exclusively for UK accounting firms.