Client Onboarding with Minded
Turn messy intake into a controlled kickoff your team can trust.
Trusted by
Let AI Agent run your client onboarding
One prompt. Multiple tools. Real outcomes.
Verify KYC/KYB
Trusted by the world's best
“We doubled our top line without doubling headcount by letting ops leads manage AI agents just like their team.”
“American Express automated 20 years old systems to serve VIP customers in minutes instead of days”
Integrate with your existing software
Seamlessly integrate client onboarding workflows with your existing tools, ERP, and communication channels.
Benefits
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 exe
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
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-bookk