Client onboarding software for accounting firms automates the intake process for new clients. Instead of manually emailing to collect engagement letters, tax documents, and questionnaires, the software delivers a structured onboarding workflow through a branded client portal. LaunchBay is purpose-built for this, giving accountants a single system to onboard, manage, and retain clients.

LaunchBay lets accounting firms build repeatable workflows that trigger automatically when a new client signs on. Document requests, engagement letters, intake questionnaires, and task assignments are all delivered through a branded portal. Automated reminders follow up on incomplete items so your team never has to manually chase a client for missing documents.

Accounting firms use LaunchBay to collect any document their onboarding process requires, including W-2s, 1099s, bank statements, prior-year tax returns, entity formation documents, engagement letters, and receipts. Clients upload everything directly to their portal, and your team can track what's been submitted and what's still outstanding in real time.

Yes. LaunchBay works for accounting firms of any size. Accountants use it to automate new client onboarding by collecting prior year financial records, ongoing documents, and signed service agreements through a single portal. This replaces the back-and-forth of email-based onboarding and keeps every client organized from day one.

Practice management tools like Karbon and Canopy are built to manage internal workflows, deadlines, and team capacity. LaunchBay is built for the client-facing side of your firm. It gives clients a branded portal where they complete onboarding tasks, upload documents, sign engagement letters, and track progress without needing access to your internal systems. Many firms use LaunchBay alongside their practice management software to bridge the gap between internal operations and the client experience.

Yes. LaunchBay integrates with QuickBooks, Xero, Google Drive, HubSpot, Zapier, Calendly, Stripe, and other platforms accounting firms rely on. Integrations let you trigger onboarding workflows automatically when a new client is added to your CRM or accounting software, so portal access and document requests go out without any manual work.

LaunchBay consolidates several standalone tools that accounting firms typically juggle during client onboarding. Instead of using DocuSign or PandaDoc for engagement letters, Dropbox or Google Drive for document collection, email for task follow-ups, and a separate portal or spreadsheet to track client progress, everything lives in one platform. Firms using LaunchBay typically eliminate 3-5 tools from their onboarding workflow while giving clients a cleaner, more professional experience.