Do you want to learn a step-by-step workflow for onboarding new accounting clients in less time without worrying about missing a step?

In this brand-new workflow guide, you'll discover:

  • A high-level flowchart showing the 6 key stages of the onboarding workflow
  • A tech-map for building an end-to-end automated onboarding process
  • A flexible onboarding workflow template with email templates and checklists that has been built to work in Pixie
  • A real world case study of how Munro & Partners streamlined their onboarding process and scaled-up their firm

What's inside?

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Birds-eye view

See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated

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Workflow template

Access a Pixie workflow template complete with checklists & done-for-you email templates so that you never miss a step again!

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Automated onboarding process

Learn how to build an end-to-end automated onboarding process including proposals, AML, and data collection