ClientOnboard Flow

App Concept

A guided onboarding checklist app for bookkeepers that provides a customizable list of documents and information to request from new clients, with templates and automated reminders. It streamlines the setup process and ensures nothing is missed.

Key Features

Pre-built onboarding checklist templates for different client types
Customizable fields and document requests
Automated email reminders to clients for pending items
Integration with accounting software to push client data

Target Users: Freelance bookkeepers and small accounting firms serving small businesses

Revenue Model: $19/mo per user SaaS subscription with a free limited version

Part of App Idea

Bookkeeper needs to know what information to gather from a new client to start the engagement.

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Bookkeeper needs to know what information to gather from a new client to start the engagement.

ClientOnboard Flow

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