Client Onboarding for Bookkeepers
Bank feeds, software access, prior records — getting a new bookkeeping client set up means collecting a dozen things across email, text, and shared drives. Portico gives you one link to collect everything, so you can start reconciling instead of chasing credentials.
You need QuickBooks login, bank feed access, payroll system credentials, and merchant account details. Clients send two out of four, forget the rest, and text you the bank password three weeks later.
You run a professional practice, but your intake process is a Google Form, a Word doc, and an email asking for 8 attachments. It does not match the quality of your work.
Client info is scattered across email threads, shared drives, text messages, and sticky notes. When you need the LLC formation docs six months later, good luck finding them.
Creating the intake checklist, sending the welcome email, following up on missing items, chasing signatures — the same process, manually, every single time.
Intake form, document uploads, engagement letter, payment — clients complete everything in one guided flow. No more chasing across channels.
Your logo, your colors, your domain. Even the emails come from you. Your intake process finally matches the quality of your bookkeeping.
Sole proprietors see different questions than LLCs. Payroll clients get additional credential requests. One template handles every variation.
Item-specific nudges: "You still need to share your bank feed access and upload your prior year records." Handles the chasing so you do not have to.
Client portal stores all submitted documents, signed agreements, and onboarding data. Find the LLC docs six months later in seconds.
How it works
Pre-built with intake questionnaire, document and credential collection, engagement letter, and monthly fee setup. Customize in 5 minutes.
Your client gets a professional welcome email with a magic link. No account creation needed.
Auto-save means they can pause and return. Reminders handle incomplete items automatically.
Dashboard shows when everything's submitted. All documents, credentials, and signed agreements are in one place.
Features
Conditional logic adapts per business type. Sole proprietor, LLC, S-Corp — one template, different questions. 18+ field types including dropdowns, date pickers, and multi-select.
Request bank statements, prior year returns, formation documents, and tax notices. Per-file approve/reject to flag incomplete or incorrect uploads.
Engagement letters signed inline. No separate DocuSign subscription. Legally binding, timestamped, stored with the client record.
Clients retain access to their submitted information, signed documents, and anything you share. Persistent home base for the engagement.
Configurable sequences that follow up on incomplete items. Specific: "Please upload your bank statements for the last 3 months."
Your logo, colors, and custom domain. Clients see your practice's branding throughout — professional and consistent.
Pre-built for new client intake: questionnaire, document collection, engagement letter, and payment setup. Ready in 5 minutes.
Use the Bookkeeper TemplateStart free. Send your first professional onboarding in under 10 minutes.
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