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AlbaNova

Built by AlbaNova · UK accountancy firm

Client onboarding portalDigital client onboarding for an accountancy firm

A digital client onboarding portal for an accountancy firm, replacing manual and paper-based intake.

Client platform

What it does

The moving parts.

Overview

A digital client onboarding portal for an accountancy firm, replacing manual and paper-based intake. It captures client and service information, supports secure document uploads, automates internal notifications and system updates, and uses AI to summarise information and help answer onboarding questions.

  • Guided client intake

    Clients enter their details and choose services through a clear, step-by-step portal.

  • Secure document uploads

    ID, engagement and financial documents collected in one secure place.

  • Automatic notifications and updates

    The right people are notified and internal systems updated as each step completes.

  • AI summaries and answers

    AI summarises each new client and helps answer common onboarding questions.

AI and automation inside

What does the work.

Client portalSecure document storagePractice systemsLarge language models
  • AI summaries of each new client's information
  • AI assistant for onboarding questions
  • Automated internal notifications
  • Automatic updates to internal systems

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Free Operations Audit

Find out what's worth automating.

Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.

Book a free Operations Audit

If there's nothing worth automating, we'll tell you.

What happens next

  1. 1Pick a time that suits you
  2. 2Tell us briefly which process hurts most
  3. 3We map it together in 45 minutes
  4. 4Your written summary arrives within 3 working days