New client onboarding required manual emails, document chasing, and data entry across 3 systems.
Automated client intake form that triggers document requests
Automatic reminders and status tracking
One-click sync to accounting software
Workflow automation platform, PDF processing, accounting software API
2 weeks to 2 days
Onboarding time
Eliminated
Manual data entry
4 hours
Time saved per client
Results reflect actual client outcomes. Industry and size may vary.
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