Onboard

Client onboarding for accountancy practices, from enquiry to engagement.

Embla takes a new client from first enquiry to signed engagement letter in one process. The client fills in one adaptive questionnaire, with company details taken from Companies House. They upload each document once and see a personal checklist of what’s left.

A health scan of their Xero books informs the fee, and the proposal, engagement pack and Direct Debit set-up follow in one flow. Every onboarding ends with a named person signing it off.

• One smart questionnaireQuestions change with the entity type and services, and Companies House fills in directors, owners and dates.
• Evidence-backed feesA health scan of the prospect’s Xero books informs a clean-up fee, the ongoing fee and an offer to waive the clean-up.
• Proposal, engagement pack and Direct Debit in one flowThe client reviews, signs and sets up payment in one sitting, and the signed version is kept.
• Never asks twiceOne checklist for everything outstanding, and nothing you already hold is requested again.
• Sign-off by a named personEvery onboarding is reviewed and signed off, with the decision, name and date recorded.