Clarity Accounting
An accounting firm automated their client onboarding nightmare.
The Challenge
Clarity Accounting was growing, but every new client meant hours of admin — chasing documents, sending engagement letters, setting up software access. The partners were spending evenings on paperwork instead of advisory work. Their website was an afterthought, basically a digital business card that generated zero leads.
The Solution
We redesigned their website to actually generate leads, with clear service packages and a consultation booking system. The real transformation was a custom client portal for onboarding. New clients complete a smart questionnaire, upload documents to a secure portal, and e-sign engagement letters — all before their first meeting. The system automatically sets up their accounts and sends welcome sequences.
The Results
“Client onboarding used to be my least favourite part of the job. Now it basically runs itself. New clients are impressed by how professional and organised we are from day one.”
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