ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
Accounting intake stalls in email and PDFs. Alkmist streamlines it: intake forms and document requests as one tracked checklist, chased automatically, so clients are onboarded faster and on record.
Built for the job
Four capabilities that speed up intake.
Intake forms
Forms and requests in one place
Collect intake forms and documents as tracked requests, not loose attachments.
Reusable intake templates
Forms plus document requests
Live status per item
Document collection
Secure, screened uploads
Clients upload through encrypted, screened sharing against each request.
Encryption in transit and at rest
File screening
Controlled access
Follow-up automation
Less chasing
Behavioral reminders chase the outstanding and stop chasing the done.
Behavioral cadence
Overdue escalation
Completed items stop
Branded and EU-hosted
Your firm, in the EU
Clients onboard in your brand, on EU infrastructure.
White-label branding
EU data residency
ISO 27001, GDPR
Email intake vs Alkmist
The same intake, faster and on record.
Onboarding by email
Forms as PDFs to chase
Manual reminders
Attachments to track
No clear status
Alkmist intake portal
Forms and requests tracked
Automated follow-ups
Secure uploads per item
Live status
Built for accounting practices
From solo practices to multi-partner firms.
TaxIntake
BookkeepingSetup
AdvisoryEngagements
AuditPrep
EU
Data residency
ISO 27001
Certified
8
Permission roles
8,000+
Users on Alkmist
Frequently asked questions
What is an accounting client intake portal?
A secure, branded portal that collects new-client forms and documents as tracked requests, chased automatically, instead of via email and PDFs.
How does it speed up onboarding?
Alkmist turns intake into a reusable checklist with automated follow-ups and secure uploads, so documents arrive in order and partners stop chasing.
Is client data secure?
Yes. Encrypted, screened, role-based, ISO 27001 certified, GDPR compliant, and EU-hosted.
Can clients onboard in our brand?
Yes. The portal is white-labeled with your logo, colours, and domain.
See Alkmist in action
Onboard accounting clients faster
See Alkmist streamline intake forms, collection, and follow-up. Book a demo.
