Structured client questionnaires
Collect business details, service requirements, deadlines and other intake information before work begins.
Give every new client one place to provide information, upload documents, sign engagement terms and see what remains before your team can start work.
Accounting onboarding often involves repeated requests for details and supporting documents. OnboardBeacon gives the client a clear checklist-style experience while your team keeps a central view of what has arrived and what is still outstanding.
Collect business details, service requirements, deadlines and other intake information before work begins.
Receive supporting documents through the client portal instead of sorting attachments from long email chains.
Keep signed terms and signing details connected to the correct client record.
Where your firm uses deposits or upfront fees, send the client through Stripe Checkout from the onboarding flow.
Show what has been completed and what is still needed so both sides know the next action.
Reduce manual follow-up for missing forms, files, agreements and payments.
OnboardBeacon is an onboarding workflow and client portal. It is not presented as an AML, KYC or identity-verification product. If your accounting practice has regulatory obligations, keep using the specialist tools and professional processes required for those checks.
Client contact details, business information, questionnaires, supporting documents, signed engagement terms and deposit payments can be organised in one onboarding portal.
No. OnboardBeacon organises the onboarding workflow and client-facing portal. Firms that require regulated identity, AML or KYC checks should continue using appropriate specialist compliance tools alongside it.
Yes. A structured portal helps make repeated onboarding steps consistent while still allowing the firm to collect client-specific information and documents.
Collect client details, files, agreements and onboarding actions in one portal.
Collect briefs, assets, approvals and deposits before delivery begins.
Create a repeatable intake experience for advisory and professional services.
Gather content, brand files, agreements and deposits without long email chains.
Start with a 14-day trial.