Saim Akif

Partner, Akif CPA

Genwise has enabled us to take on more clients. Our onboarding process is so smooth. As a perfectionist, working with Genwise has been an eye-opener.

Hands-free onboarding.

No more juggling emails, chasing signatures, or wrangling docs.

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Cut onboarding time in half.

Onboard new clients without writing an email. Automatically collect documents, draft and send engagement letters, and schedule meetings.

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Seamlessly connect every data source.

Connect your website, practice management software, document storage, and tax software to create a centralized hub for all client information. Automatically collect and organize client data from personalized welcome emails and onboarding organizers.

Error-free client data.

Make confident decisions with accurate client data. Efficiently gather essential client information, eliminate manual entry errors, and ensure accuracy across your firm.

5-star client experience.

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

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