CPA Firms · Client Onboarding System
Client onboarding that runs itself, even in busy season
Engagement letter out the same day. The PBC list chased automatically. The kickoff booked without a six-email scheduling thread. Built end to end by one person, on the same automation stack that already runs a live firm's entire lead pipeline.
Where onboarding stalls
Every accounting firm knows the shape of it. The engagement letter sits unsigned in someone's inbox for a week. The document request list goes out, a third of it comes back, and then a senior spends billable mornings writing "just following up" emails. Scheduling the kickoff takes six messages. Meanwhile the client, who was excited to switch firms two weeks ago, is quietly wondering if they made a mistake.
None of this is a talent problem. It's a systems problem: onboarding is a checklist with deadlines, and checklists with deadlines are exactly what automation is for. The cost of leaving it manual shows up as delayed starts, unbilled admin hours, and capacity that disappears right when busy season needs it most.
What gets built
The intake-to-kickoff pipeline, automated end to end.
New client signed on? The engagement letter goes out immediately for e-signature, and the system follows up politely until it comes back. Files stop sitting unopened for a week.
Clients get their document checklist with reminders that escalate on a schedule you set. Your staff stops spending mornings on follow-up emails, and you can see exactly which document is still missing.
A booking link with real availability replaces the scheduling thread. Timezone-aware slots, instant confirmation, and reminders before the meeting.
New-client data flows into your practice management or CRM at intake and follows the file. Nobody re-types a client's EIN three times.
Which clients are fully onboarded, which are stuck, and precisely what they're stuck on. One glance instead of one meeting.
The stack behind it is already live
The automation platform, booking system, reminder sequences, and weekly reporting in this build aren't a proposal. They run in production today at Free America Tax, an IRS-relief firm whose entire lead pipeline, from first click to closed case, is automated with this exact toolkit: 41 leads and 10 booked appointments in its first 30 days, every lead answered in under two minutes.
The honest part: Webbynd hasn't published a CPA case study yet. That's the deal on the table. The first CPA firms get founding-client build pricing, and in exchange, their results become the case study, with real numbers, once they're in.
What it costs
Real numbers up front, same as the rest of this page.
The onboarding pipeline, built once: engagement letters, PBC automation, scheduling, and sync. Founding-client rate, three builds a month, includes the written case study with your real numbers.
Everything monitored and maintained, problems fixed the same day, and the Monday status report on every client in the pipeline.
The fee never moves with your client volume. Onboard three clients a month or thirty. The monthly number stays the same.
Straight answers
How long does the build take?
Weeks, not months. The comparable full build (site, funnel, automations, CRM integration) shipped in under 30 days. Exact scope gets confirmed in the first conversation, before any money moves.
Does this work with our existing software?
The system connects to tools with an API or email intake, which covers most modern e-signature and practice-management software. Name your stack in the first email and you'll get a plain yes, no, or how.
What happens to the price as we grow?
Nothing. The monthly fee is flat regardless of client volume. The system doesn't charge per client, and neither do we.
Who actually does the work?
Alfredo, working alongside the same AI systems he sets up for clients. No account managers and no subcontractors relaying notes.
Get busy season back
One email starts it. Describe how onboarding works at your firm today, and you'll get a straight assessment of what's automatable.
Now taking founding clients — three builds a month.
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