Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
Onboard new clients without the copy and paste.
Client onboarding shouldn't mean copy and paste. When you sign a new client, we automate the welcome, the paperwork, and the setup steps your team repeats every time. You enter the details once, and everyone on your team knows when the new client is ready to start.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Copying client details between your forms, practice tools, and booksDone by hand, every weekOne form to startManualAutomated
- Sending engagement letters and ID requests by handDone by hand, every weekPaperwork goes outManualAutomated
- Setting up the same folders and tasks for every new clientDone by hand, every weekSetup happens for youManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- Tracker
- Shared folder
- Xero
- New client formTracker
One form to start
You enter new client details once, in one place.
- Welcome sentEmail
Paperwork goes out
The welcome email, engagement letter, and document requests go out in the right order.
- Folders createdShared folder
Setup happens for you
The workflow creates folders, tasks, and records in the tools you already use.
- Contact addedXero
Your team gets a notice
Everyone knows when a client is ready to start.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
Can it work with our e-signature tool?
Usually. If your e-signature tool connects to the automation platform we use for your firm, or has an API (a way for other software to connect to it), we can work with it. We check your tool on the free time audit and say in the written plan how it fits.
What if every client is a bit different?
That's normal. We build the common path that most new clients follow and leave clear hand-offs for the steps your team wants to keep. The steps that vary stay with your team, so no client gets forced into a template that doesn't fit.
Do new clients need to learn a new tool?
No, new clients fill in one form, then get the welcome email, engagement letter, and document requests in the right order. We keep it simple for clients, with plain instructions and as few steps as possible. Your team keeps working in the tools it already uses.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.