Client onboarding software

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Hi,

Can someone recommend reasonably priced software to assist with the client onboarding process?

Thanks in advance.

TM

Replies (4)

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ALISK
By atleastisoundknowledgable...
06th Feb 2020 17:07

Which bit of it? For instance, PracticeIgnition is really good at LoE, raising invoiced and taking payment, but doesn’t do anything like getting client info (you can make work arounds with links to forms/app etc, but a bit clunky).

If you want something that does all that plus taking client info, then you’re probably only looking at AccountancyManager or (?)AccountingHub(?). I’ve tried them both, but ultimately chose not to move to either as their PM sections weren’t as flexible as Glide.

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John Toon
By John Toon
07th Feb 2020 11:16

Practice Ignition everytime assuming you really do mean client onboarding. You'll need to be happy using Zapier and consider looking at Process.st to really make it sing but there's nothing else comparable out there at the moment.

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By Maslins
07th Feb 2020 15:55

Think you need to be a bit more specific about what you want.

We use Senta, which is a CRM tailored to accountants. It helps us gather relevant info from clients, get them to confirm agreement to things etc. Bigger part of it is tracking our various jobs (accounts preps etc).

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By Charlie Carne
13th Feb 2020 11:31

For Practice Management (which includes onboarding), take a look at Senta or Accountancy Manager (the former is a little more complex to set up but gives you much greater flexibility). For sending out quotes and engagement letters, etc., look at GoProposal or Practice Ignition. None of these are expensive.

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