Onboarding new accounting clients without 30 emails
Onboarding a new accounting client typically needs an engagement letter, ID, prior-year returns, bank access and an accounting software invite. Here is how to bundle all of that into one RequestLoops request and one client experience.
The engagement letter
First item in the request: signed engagement letter. RequestLoops collects e-signatures inline so the client signs in the portal.
Identity and address
Two file items: government-issued ID, address proof. Both required.
Prior-year returns
A file upload item for the prior year return PDF. Optional supporting schedules below it.
Bank and software access
Structured fields capturing bank read-only login confirmation and accounting software invite acceptance. RequestLoops confirms the action without storing credentials.
Reminder cadence
Weekly email reminder, escalating to SMS after two weeks. Stops on submission per item — no nagging once they upload.
FAQ
- Can I onboard multiple new clients in batch?
- Yes — paste a list, each gets their own portal link.
- Does the e-signature hold legal weight?
- For most engagement letters, yes — e-signatures are legally recognised in EU/UK/NZ. Confirm specifics with your legal counsel.
- Can I pre-fill some fields?
- Yes — a request can be prefilled from CRM data when creating it.
Run this workflow on RequestLoops
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