Free Workflow Guide + Template For UK Accountants

Learn how to systematically onboard your new clients (without missing a step)

Free Workflow Guide + Template For UK Accountants

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?

Here's what you'll learn.

Birds-eye view

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

Workflow template

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

Automated onboarding process

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

STUFF YOU MIGHT ALSO LIKE...

Other resources

LEARN

Discover our latest insights, feature releases and news

PLAYBOOK

The Practice Owner’s Playbook

Learn how to start, run and grow your accounting firm (from people that are doing it right now!)

GET A FREE GUIDE

Download your free guide
and kickstart your path to growth