Guided AI Client Onboarding
From 'hello' to 'first deliverable' – let your AI guide new clients through paperwork, expectations, and
next steps.
The ultimate AI assistant for new client onboarding accounting by OwlAI.cc.
Wait, Isn't This Just Intake Forms?
No. Intake forms happen before the sale (lead capture). Onboarding happens after the contract is signed. Onboarding is about securely collecting W-2s, connecting software like QuickBooks, setting boundary expectations, and educating the client on your operating procedures. It's a massive administrative bottleneck that AI can handle perfectly.
Stop Chasing Clients for Documents
Are your accountants spending their first week with a new client just begging them to upload their P&L statements or last year's tax returns? An AI Assistant acts as an irrepressibly polite project manager. It patiently walks the client through your required checklist, explaining exactly where to click and what to upload, until their file is 100% complete for your human team to process.
The Intelligent Onboarding Workflow
1. Welcome & Expectations
The AI sends a personalized welcome, explains your firm's response times, outlines the basic operating procedures, and routes them to sign the engagement letter.
2. Secure Document Collection
Guides the client on exactly which documents they need (W-2s, 1099s, prior returns) and securely instructs them on how to use your Dropbox or secure client portal to upload them.
3. Software Auth & Setup
Patiently walks the client through granting your firm accountant access to their QuickBooks Online, Xero, or banking feeds—answering any technical questions they have along the way.
4. Team Handoff
Once the checklist is 100% complete, the AI neatly packages the notification and alerts your human CPAs that the client is fully onboarded and ready for actual accounting work.
Never chase a new client for a W-2 again.
Try the OwlAI Demo Today