Every Bookkeeper Wastes 10 Hours a Month on Client Intake. Here Is the Fix.
Bookkeepers lose hundreds of hours a year chasing clients for documents. Here is how to automate your entire intake process and get that time back.
The average bookkeeper spends 10+ hours per month on manual client intake — follow-up emails, tracking spreadsheets, and hunting for missing documents. By switching to an automated intake portal with itemized checklists, secure uploads, and status-based reminders, you can cut that time by 80% and onboard clients in days instead of weeks.
Seven proven follow-up email templates for when clients won't send documents, plus how to build a system that eliminates follow-ups entirely.
Stop manually chasing clients for documents. Learn how to build an automated document collection system with reminders, deadlines, and tracking.
Client onboarding portal that replaces email chaos. Send one link. Clients upload everything, complete every step, and you see progress instantly.
Start For FreeFree plan includes 3 onboardings/mo.