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Client onboarding,

Onboard new clients without sending an email by automatically collecting documents, generating engagement letters, and scheduling meetings.

Your Financial Future Automated, Thanks to Us

Hands-free onboarding.

Transforms your client's first experience with personalized messaging, frictionless document collection, and a logical onboarding experience that justifies a premium rate. 

Onboarding Emails

Send personalized messages to each lead.

Document Requests

Retrieve documents without a bunch of back-and-forth.

Premium Experience

Offer new clients a seamless white glove service.

Improved Accuracy

Reduce manual typos and common mistakes.

Automate everything.

Genwise can automate your CPA firm by connecting your existing tools and software with custom automation solutions.

Karl Grimmett
Partner & CEO, DrillDown Solution
Client Since 2022

Don't take our word for it.

I honor the value Genwise provides, truly appreciative of their work. Their innovative problem-solving approach sets them apart. We’ve done twice the amount of returns with fewer people which brings us the capability to double our revenues and I am confident our newly implemented processes will avert team burnout.

You set a prime example of productivity and effectiveness. Genwise is awesome—I love you guys!

What onboarding automation can do for your firm.

Every firm is unique. We take a holistic view of how you work.

Automatic organizers and welcome emails.

Seamlessly connect your website, practice management software, and tax software to create a centralized hub for all client information. Automatically send out personalized welcome emails and organizers.

Improved accuracy. Fewer errors.

Make confident decisions with accurate client data. Efficiently gather essential client information, eliminate manual entry errors, and ensure the accuracy of financial records.

Offer 5-star services.

Set the stage for long-lasting relationships and empower your clients to complete onboarding tasks conveniently. Reduce frustration to foster a positive experience that leaves your clients feeling valued and appreciated.

Automate your client onboarding. 

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