Client Onboarding For
Accounting Firms.
Gather Client Information and Get Sign-Off Fast.

Client onboarding software gives your firm one flow for taking on a new client: the engagement letter goes out for eSignature, AML and KYC evidence arrives through a secure link, and everything files itself against the client record automatically. Nothing depends on someone remembering to save an attachment. It sits at the heart of document management for accountants.

No. Clients receive a branded email, open a secure link, then upload or sign from any device with no passwords to remember. Lloydbottoms moved 15 years of documents to the cloud and their clients sign with zero logins: "I haven't had anybody come back and say 'I can't work with this'."

Every check, approval note, conflict assessment and risk score is filed against the client with timestamps, leaving a clean, chronological audit trail rather than a folder of loose PDFs. When a regulator or an internal review asks who verified what and when, the answer is already filed. See our Trust Centre for the security detail.

Requests carry automatic reminders, so the follow-up runs itself while your team gets on with the work. Ben Symons at Serenity Accounts puts it plainly: "I know instantly what's been sent, what's been signed, and what's still waiting. I don't have to chase anymore."

Yes. Workiro connects the tools your practice already uses, including TaxCalc, IRIS and Microsoft 365, so client details and signed documents land in the same record instead of being re-keyed between systems.