Automate new client onboarding with document collection, engagement letters, and entity setup workflows.
Define your onboarding steps — AML checks, engagement letters, document collection, initial data import — and automate the sequence for every new client.
Onboarding Workflow
Generate professional engagement letters tailored to the services you're providing. E-signature integration for fast turnaround.
AI Engagement Letters
Once onboarded, the system creates the client entity with the correct jurisdiction, chart of accounts, and VAT settings automatically.
Automatic Entity Setup