A secure onboarding workflow for accounting firms. Alkmist combines branded document collection, structured request management, and automated follow-ups that cut the email chasing out of client intake.
ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
Accounting intake stalls in email. Alkmist is onboarding software that turns it into a branded, structured workflow: every document a tracked request, follow-ups automated, and access controlled, so new clients are onboarded faster and on record.
Onboarding software, not an inbox
Four capabilities that make intake fast and controlled.
Branded collection
Your firm, front and centre
Clients onboard in your brand through a white-label portal, not a third-party interface.
White-label branding
Custom domain
Low-friction uploads
Structured requests
Every document tracked
Each intake item is a request with an owner, a due date, and a status.
Reusable intake templates
One item per document
Live status per item
Automated follow-ups
Less chasing
Behavioral reminders chase the outstanding and stop chasing the done.
Behavioral cadence
Overdue items escalate
Completed items stop
Secure and EU-hosted
Safe from the first file
Encrypted, screened, role-based, and kept in the EU.
Encryption in transit and at rest
Eight permission roles
EU data residency
Email intake vs Alkmist
The same intake, run as software instead of a thread.
Onboarding by email
Requests scattered across threads
Manual reminders
Attachments, versioned by hand
No clear view of progress
Generic experience
Alkmist onboarding software
One tracked intake checklist
Automated follow-ups
Secure uploads per item
Live status for the list
Your brand throughout
Built for accounting practices
From solo practices to multi-partner firms.
TaxClient intake
BookkeepingSetup
AdvisoryEngagement start
AuditPrep
8,000+
Users on Alkmist
62
Countries
ISO 27001
Certified
EU
Data residency
Frequently asked questions
What is accounting client onboarding portal software?
Software that collects new-client documents through a secure, branded, structured workflow: each item is a tracked request, chased automatically, instead of collected over email.
How does it reduce email chasing?
Alkmist automates follow-ups on a behavioral schedule, so overdue items escalate and completed ones stop chasing, and staff handle only exceptions.
Is it secure and compliant?
Yes. Encryption, file screening, role-based access, ISO 27001 certification, GDPR compliance, and EU data residency.
Can clients onboard in our brand?
Yes. The portal is white-labeled with your logo, colours, and domain.
See Alkmist in action
Onboarding software for accounting firms
See Alkmist turn accounting intake into a branded, automated, EU-hosted workflow. Book a demo.
