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Cutting client onboarding from 3 weeks to 4 days
Regional CPA Firm (35 staff) — placeholder case study
The Challenge
The firm's onboarding process relied on manual engagement letters, email-based document requests, and spreadsheet tracking. New clients often waited over three weeks before onboarding was complete, and staff spent an estimated 15+ hours per week chasing paperwork.
What We Built
- Automated engagement letter generation and e-signature routing
- AI-powered document collection portal with smart reminders
- Automatic document classification and filing into TaxDome
- Real-time onboarding status dashboard for partners
Results
3 weeks → 4 days
Onboarding time
15 hrs/week
Staff hours saved
-80%
Missing document follow-ups
+35%
Client satisfaction (survey)
Time saved:~780 hours/year
ROI:3.2x return within the first 6 months
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