AI tools for accountants

Client engagement and onboarding

Chasing clients for documents and signatures is one of the most thankless parts of firm work. Tools in this category handle the early and late stages of an engagement: onboarding new clients cleanly, collecting information during the year, sending polite reminders until missing items arrive, chasing unpaid invoices, and recording client calls so nothing gets lost. They free staff from repetitive follow-up and shorten the gap between 'we asked' and 'the client sent it'. Pricing is mostly transparent, and a few publish in GBP only if they are UK-based.