Turn messy intake into a controlled kickoff your team can trust.
Let AI Agent run your client onboarding
Verify KYC/KYB
Run KYC and KYB on the new client we are signing this month. Pull legal entity name, EIN, beneficial owners, registered agent, state of formation, and a Secretary of State good-standing record. Compare results to the firm's risk policy and flag PEPs, sanctions hits, and entities formed in the last 90 days. Open a Karbon work item with the findings, attach evidence, and add a follow-up task to the partner. Pause and wait for explicit partner approval before marking the client as cleared. If the firm's risk policy is not stored, ask me where it lives and to upload last engagement's KYC pack as a template.
Draft Engagement Letter
Draft the engagement letter for the new client based on the firm's standard scope, fee schedule, and out-of-scope language. Pull the client name, services agreed in the kickoff notes, fee structure, and effective date from Canopy. Mark required signatures, indemnification, and termination clauses for partner review. Save the draft to Google Drive and request signature once approved. Pause before sending anything to the client; no engagement letter goes out without explicit partner sign-off. If the scope language is ambiguous, ask me whether to follow the last similar engagement or to flag it for partner review.
Provision Ledger Access
Provision ledger access and the document vault for the new client this month. In TaxDome, create the client folder, set permission scopes for staff and partner, and send the secure-portal invitation. In QuickBooks Online, send accountant access requests with the role set to the firm's standard for new clients. Open the document vault with subfolders for bank statements, prior tax returns, payroll, and signed engagement letter. Pause before granting any role above review-only; partner must sign off on full-access roles. Send a Slack confirmation to the assigned staff with the access map. Ask me which staff member owns the engagement so I can scope their permissions.
Plan Kickoff
Run the kickoff call agenda and the first-30-days plan for the new client this month. In Jetpack Workflow, create the engagement template with milestones for ledger handover, opening balance review, prior-period cleanup, and first close. Pull the kickoff call notes from Google Drive and turn open questions into tracked tasks per owner. Schedule the recurring weekly check-in with the client and the internal review with the partner. Pause before assigning new staff to the engagement; the partner approves the team. Send a Slack digest with milestones, owners, and unresolved client questions. Ask me to upload the last similar client's onboarding pack if I cannot find a template that fits.
Onboard Clients in a Day Without the Chaos
Engagement starts go faster when the agent runs the checklist instead of the staff. Onboarding that took a week becomes one working day with KYC, engagement letter, ledger access, and kickoff plan executed in parallel under explicit partner approvals.
One Workflow Across Karbon, Canopy, and TaxDome
Most firms split practice management, document portal, and tax workflow across two or three tools. The agent operates across Karbon, Canopy, TaxDome, and Jetpack Workflow without forcing your team to migrate, and writes back to whichever platform owns the engagement record.
Onboarding That Learns Your Firm's Engagement Standards
Generic onboarding templates miss the partner's review standards, fee language, and scope conventions. The agent learns from prior engagements per partner, so a tax-advisory client and a monthly-bookkeeping client get different scope, fee, and milestone defaults without the partner repeating themselves.
How does Minded support client onboarding for a growing accounting firm?
Minded helps standardize intake, ownership, documentation, and kickoff tasks so each new client follows the same operating path. It can coordinate requests, summarize client data, prepare task context, and keep the team aligned across the engagement letter, ledger access, document collection, and first 30 days plan.
Can Minded help with KYC, KYB, and onboarding audit logs?
Yes. Minded can help collect KYC and KYB inputs, track missing items, route exceptions for review, and maintain a clear audit log of actions taken. Your firm remains responsible for policy decisions, approvals, and compliance judgment, while Minded supports the workflow and documentation trail.
How does Minded work with practice management software like Karbon, Canopy, TaxDome, or Jetpack Workflow?
Minded can operate alongside your practice management software by reading task context, preparing next actions, updating onboarding steps, and prompting staff when items are blocked. It supports teams that manage work in Karbon, Canopy, TaxDome, or Jetpack Workflow without forcing a full process redesign.
Can Minded handle engagement letter and client intake steps?
Minded can help draft engagement letter content from approved templates, prepare client intake requests, organize supporting documents, and flag incomplete information before kickoff. Final review, legal language, pricing, and client acceptance stay with your firm’s authorized reviewers and standard approval process.
How does Minded help provision QuickBooks Online, Xero, NetSuite, or Sage Intacct access?
Minded can coordinate ledger access requests, document who needs access, track invitation status, and remind the right person when credentials or permissions are missing. It can also align those steps with the client portal, document vault, kickoff call, and first 30 days plan.