The problem
Client onboarding relied on email chains for document collection, often taking weeks and multiple follow-ups.
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Professional Services · Boutique Accounting Firm
Client Onboarding Portal
An online portal so new clients can submit documents and information without a long email exchange.
The solution
Built a secure client portal with guided document upload, status tracking, and automated reminder emails.
Results
- Onboarding time reduced from 3 weeks to under 5 days
- Staff reclaimed hours previously spent chasing documents
- Clients get live status visibility