Use Cases
Client onboarding without the paperwork chase
New client onboarding sets the tone for the entire engagement - but most firms still kick off with a PDF checklist attached to an email that gets half-completed.
Infile turns onboarding into a tracked workflow: entity documents, prior-year returns, bank access letters, and engagement info collected through one branded link with reminders until complete.
Professional first impression for clients, less admin work for staff, and a complete file package before the kickoff call.
60%
faster time to first complete file package
40%
fewer back-and-forth emails before kickoff
3x
higher checklist completion vs. PDF email
Built for CPAs, bookkeepers, and advisory firms onboarding new engagements
How the workflow runs
- 1
Define your onboarding template
Entity formation docs, EIN letter, prior-year financials, chart of accounts, bank authorization, and engagement questionnaire - with conditional fields by entity type.
- 2
Send before the kickoff call
Email the secure link immediately after engagement letter signature. Set due date two days before the scheduled onboarding meeting.
- 3
Review progress before the call
See which items are missing and use the kickoff call for exceptions - not reading a list of still-needed documents.
- 4
Archive the completed package
Export organized files into your DMS or practice system. Start service work with a complete client record.
Standard onboarding checklist items
Tailor by entity type, but start with a core list every client completes.
- Articles of organization / incorporation
- EIN confirmation letter
- Prior-year tax return and financial statements
- Chart of accounts export (if switching bookkeepers)
- Bank and credit card access instructions
- Vendor 1099 list from prior year
- Engagement questionnaire (owners, addresses, dependents)
Client experience that wins referrals
A branded, mobile-friendly portal signals professionalism before the first billable hour. Clients complete items on their phone between meetings - no portal login friction.
Frequently asked questions
Answers to common questions about this topic.