---
title: Client Onboarding Software for Accountants. Book a Demo! - Pixie
description: Learn how Pixie’s client onboarding software lets accounting and bookkeeping firms onboard new clients with zero fuss or hassle! Book a demo today!
---

##### FEATURE

# Client Onboarding software for accountants

Pixie lets you bring new clients into the fold quickly and easily – here's how:

[ Start your 30-day free trial ](https://usepixie.net/users/sign_up)

![onboarding4](https://www.usepixie.com/hubfs/onboarding4.svg)

![Image 1](https://www.usepixie.com/hs-fs/hubfs/6M%20Assets/Bg_image_left.png?width=424&height=276&name=Bg_image_left.png)

## Save time and streamline your onboarding process with our new client onboarding software

In Pixie you can create a simple, streamlined onboarding process to save time and frustration when signing up new clients.

![Image 2](https://www.usepixie.com/hs-fs/hubfs/6M%20Assets/Bg_image_right.png?width=420&height=283&name=Bg_image_right.png)

![onboarding4](https://www.usepixie.com/hubfs/onboarding4.svg)

## Build a simple onboarding workflow

- Use our onboarding template (provided out-of-the-box with our new client onboarding software) or build your own in minutes so that you have all the steps there when onboarding new clients.

![onboarding3](https://www.usepixie.com/hubfs/onboarding3.svg)

## Send automated welcome emails with document requests

- Add [automatic email templates](https://www.usepixie.com/feature/email-reminders?hsLang=en) to be sent to your new clients, welcoming them to the firm. Include a secure upload link for them to upload information directly into Pixie.
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
   

![onboarding2](https://www.usepixie.com/hubfs/onboarding2.svg)

## Assign tasks and checklists to your clients

- [Create a client task](https://www.usepixie.com/feature/client-tasks?hsLang=en) and send it to your client. Assign them a checklist of items you need completing and set up automatic reminders to nag them until done.

![onboarding1](https://www.usepixie.com/hubfs/onboarding1.svg)

## Create the clients automatically when proposals are accepted

- Using our [Zapier](https://zapier.com/) integrations with GoProposal and Practice Ignition, you can automate the creation of your new clients as soon as the proposal has been accepted.

![onboarding](https://www.usepixie.com/hubfs/onboarding.svg)

## Automate and streamline your AML checks

- Take your automation one step further by automating your AML checks with [Xama](https://www.xamatech.com/). Checks cost just £1.60 per client and can be automated as soon as the onboarding workflow starts.

## Start Your Free Trial Today

Ready to revolutionise the way you manage your practice? Experience the power of Pixie with our 30-day free trial – no credit card required! What will you gain?

![](https://www.usepixie.com/hs-fs/hubfs/6M%20Assets/Frame.png?width=29&height=29&name=Frame.png)

#### Full access to all Pixie features

![Frame (1)](https://www.usepixie.com/hs-fs/hubfs/6M%20Assets/Frame%20(1).png?width=29&height=29&name=Frame%20(1).png)

#### Personalised onboarding and support

![Frame (2)](https://www.usepixie.com/hs-fs/hubfs/6M%20Assets/Frame%20(2).png?width=29&height=29&name=Frame%20(2).png)

#### No commitment, cancel anytime

[Start your 30-day free trial](https://usepixie.net/users/sign_up)