# Client Onboarding for International Tax Specialists

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

- **Role:** [International Tax Specialist](https://calish.com/workflows/for/international-tax-specialist/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Cross-Border Tax](https://calish.com/workflows/specialty/cross-border-tax/)
- **Action:** Client Onboarding
- **Canonical URL:** https://calish.com/workflows/client-onboarding-for-international-tax-specialist/

## The Problem

Onboarding a new Cross-Border Tax 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 Cross-Border Tax profile, chases missing items across email and ONESOURCE, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Tools & Integrations

- ONESOURCE
- CCH Axcess International
- Bloomberg Tax
- Google Drive

## 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

- [ONESOURCE](https://calish.com/workflows/with/client-onboarding-for-international-tax-specialist-with-onesource/) — Client Onboarding built natively in ONESOURCE
- [CCH Axcess International](https://calish.com/workflows/with/client-onboarding-for-international-tax-specialist-with-cch-axcess-international/) — Client Onboarding built natively in CCH Axcess International
- [Bloomberg Tax](https://calish.com/workflows/with/client-onboarding-for-international-tax-specialist-with-bloomberg-tax/) — Client Onboarding built natively in Bloomberg Tax

## Related Workflows

- [Tax Return Review for International Tax Specialists](https://calish.com/workflows/tax-return-review-for-international-tax-specialist/)
- [Tax Notice & Agency Correspondence for International Tax Specialists](https://calish.com/workflows/tax-notice-and-agency-correspondence-for-international-tax-specialist/)
- [Tax Document Gathering for International Tax Specialists](https://calish.com/workflows/tax-document-gathering-for-international-tax-specialist/)
- [Client Status Communication for International Tax Specialists](https://calish.com/workflows/client-status-communication-for-international-tax-specialist/)
- [Bank & Credit Card Reconciliation for International Tax Specialists](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-international-tax-specialist/)
- [Bill Capture & AP Processing for International Tax Specialists](https://calish.com/workflows/bill-capture-and-ap-processing-for-international-tax-specialist/)

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