# Client Onboarding for CPA Firm Administrators

> AI drafts the engagement letter, generates a tailored document-request list for the client's Public Accounting Ops profile, chases missing items across email and Canopy, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

- **Role:** [CPA Firm Administrator](https://calish.com/workflows/for/cpa-firm-administrator/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Public Accounting Ops](https://calish.com/workflows/specialty/public-accounting-ops/)
- **Action:** Client Onboarding
- **Canonical URL:** https://calish.com/workflows/client-onboarding-for-cpa-firm-administrator/

## The Problem

Onboarding a new Public Accounting Ops client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build

AI drafts the engagement letter, generates a tailored document-request list for the client's Public Accounting Ops profile, chases missing items across email and Canopy, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Tools & Integrations

- Canopy
- Karbon
- TaxDome
- Practice CS
- Slack

## How It Works

1. **Discovery call.** We map your current client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Canopy](https://calish.com/workflows/with/client-onboarding-for-cpa-firm-administrator-with-canopy/) — Client Onboarding built natively in Canopy
- [Karbon](https://calish.com/workflows/with/client-onboarding-for-cpa-firm-administrator-with-karbon/) — Client Onboarding built natively in Karbon
- [TaxDome](https://calish.com/workflows/with/client-onboarding-for-cpa-firm-administrator-with-taxdome/) — Client Onboarding built natively in TaxDome
- [Practice CS](https://calish.com/workflows/with/client-onboarding-for-cpa-firm-administrator-with-practice-cs/) — Client Onboarding built natively in Practice CS

## Related Workflows

- [Client Status Communication for CPA Firm Administrators](https://calish.com/workflows/client-status-communication-for-cpa-firm-administrator/)
- [Time Entry & WIP Capture for CPA Firm Administrators](https://calish.com/workflows/time-entry-and-wip-capture-for-cpa-firm-administrator/)
- [Financial Due Diligence Prep for CPA Firm Administrators](https://calish.com/workflows/financial-due-diligence-prep-for-cpa-firm-administrator/)
- [13-Week Cash Flow Forecast for CPA Firm Administrators](https://calish.com/workflows/13-week-cash-flow-forecast-for-cpa-firm-administrator/)
- [Operating KPI Dashboard for CPA Firm Administrators](https://calish.com/workflows/operating-kpi-dashboard-for-cpa-firm-administrator/)
- [Tax Document Gathering for CPA Firm Administrators](https://calish.com/workflows/tax-document-gathering-for-cpa-firm-administrator/)

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