Centralize onboarding in one branded portal. Alkmist brings document collection, intake workflows, and automated follow-up together for accounting firms.
ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
Accounting intake scattered across email is slow and off-brand. Alkmist centralizes it: document collection, intake workflows, and automated follow-up in one branded, EU-hosted portal.
Built for the job
Four capabilities in one intake portal.
Document collection
Everything in one place
Collect onboarding documents as tracked requests, not email attachments.
Reusable templates
One item per document
Live status
Intake workflows
Structured from the start
Capture intake forms and requests as one structured workflow.
Structured forms
Owners and due dates
Progress both sides
Automated follow-up
Less chasing
Reminders chase the outstanding and stop 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 onboarding, centralized and branded.
Onboarding by email
Documents in threads
Forms as PDFs
Manual reminders
No status
Alkmist intake portal
One branded portal
Structured intake
Automated follow-ups
Live status
Built for accounting firms
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 a client intake portal for accounting firms?
A secure, branded portal that centralizes onboarding document collection, intake workflows, and follow-up automation, instead of email and PDFs.
How does it speed up onboarding?
Alkmist turns intake into a structured workflow 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
Centralize accounting client intake
See how Alkmist brings onboarding into one branded, EU-hosted portal. Book a demo.
