Onboard new clients without the email scramble. Alkmist gives accounting firms structured document collection, automated follow-ups, and a branded portal, so intake is fast, secure, and done.
ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
New-client intake is where accounting firms lose days to chasing IDs, prior-year returns, and engagement letters over email. Alkmist turns intake into a structured, branded checklist with automated follow-ups, so documents come in against tracked requests, not buried in a thread.
Intake that runs itself
Four things turn onboarding from an email scramble into a clean, secure process.
Structured collection
A tracked intake list
Every onboarding item becomes a request with an owner and a due date, so nothing is forgotten and nothing arrives twice.
Reusable onboarding templates
Owner and due date per item
Clients upload against each request
Automated follow-ups
Stop chasing new clients
Reminders go out on a behavioral schedule and overdue items escalate, so partners and staff stop sending the same nudge.
Behavioral reminder cadence
Overdue items escalate
Completed items stop chasing
Branded experience
Your firm, front and centre
Clients onboard in your brand, with your logo and colours, not a third-party interface.
White-label branding
Custom domain
Low-friction client uploads
Secure and EU-hosted
Safe from the first file
Client data is encrypted and kept in the EU, ISO 27001 certified and GDPR compliant.
Encryption in transit and at rest
EU data residency
Eight permission roles
Email-based intake vs Alkmist
Onboarding sets the tone with a new client. One approach feels chaotic; the other feels handled.
Onboarding by email
Requests scattered across threads
Manual reminders, easily missed
Documents arrive as attachments
No clear view of what is outstanding
Generic, unbranded experience
Alkmist onboarding portal
One tracked intake checklist
Automated follow-ups
Secure uploads against each item
Live status for the whole list
Your brand throughout
Built for accounting practices
From solo practices to multi-partner firms.
TaxClient intake
BookkeepingDocument setup
AdvisoryEngagement start
AuditPrep & PBC
8,000+
Users on Alkmist
62
Countries
ISO 27001
Certified
EU
Data residency
Frequently asked questions
What is a secure client onboarding portal for accounting firms?
It is a branded, secure space where a firm collects new-client documents and information through a structured checklist instead of email. Each item is tracked with an owner and a due date, and the portal chases outstanding items automatically.
How does Alkmist speed up onboarding?
Alkmist replaces email threads with a reusable intake template, automated follow-ups, and secure uploads against each request, so documents arrive in order and partners stop chasing them by hand.
Is client data secure during onboarding?
Yes. Alkmist encrypts data in transit and at rest, is ISO 27001 certified and GDPR compliant, keeps client data on EU infrastructure, and screens files on upload.
Can clients onboard in our firm's brand?
Yes. The portal is white-labeled with your logo, colours, and domain, so clients onboard in your brand rather than a third-party interface.
See Alkmist in action
Onboard accounting clients securely
See Alkmist turn client intake into a structured, branded checklist with automated follow-ups. Book a demo on a real onboarding list.
