Tax season hits and half your clients still haven't submitted their docs
No enforcement means last-minute scrambles, extended deadlines, and unhappy clients who somehow expect you to have filed already.
For US Accounting Firms, CPAs & Bookkeepers
Accounting client onboarding software that enforces every deadline.
ClientEnforce is accounting client onboarding software that collects required documents, tracks completion, and maintains an audit-ready timeline — without a single manual follow-up.
No credit card required · 30-day money-back guarantee · Cancel anytime
No credit card requiredLive in 20 minutes30-day money-back guaranteeAutomated follow-ups included
Sound familiar?
If you run a accountants business in the US, at least one of these hits home.
You have no proof of when a client submitted what
Email threads aren't an audit trail. When a dispute arises — and it will — you need timestamps, not inbox searches.
New client onboarding takes two weeks of back-and-forth
Engagement letter, W-9, prior returns, bank statements — collected piecemeal over email. Each missing piece delays the next one.
Staff turnover means onboarding knowledge walks out the door
No standardized process means tribal knowledge, not a system. When someone leaves, the next hire reinvents the wheel — and clients notice.
How it works
Accounting firms use ClientEnforce to enforce document collection, standardize intake across staff, and build a defensible compliance record for every client.
Build your template once
Define every document, question, signature, and required step for your service type. Takes under 20 minutes. Reuse it for every client after that.
Send one link when a client signs
Clients see exactly what they need to do, in order. No login required. No confusion about where to send things.
Track completion — stop chasing
Automated reminders handle overdue tasks. Your dashboard shows what's done, what's pending, and what's overdue — across every active onboarding.
Everything accountants teams need
Onboarding templates
Build once, reuse for every client
Required step enforcement
Clients can't skip mandatory items
Automated email reminders
No manual follow-up — ever
Real-time progress dashboard
See every onboarding at a glance
E-signature collection
Agreements signed inside the portal
Document upload
Secure, structured file collection
Audit trail with timestamps
Defensible record of every step
Team roles (RBAC)
Right access for every team member
No login required for clients
Clients complete intake from a link
🔒 Every document submission is timestamped and logged. Your engagement records are always audit-ready — no inbox archaeology required.
Simple, transparent pricing
Start free. Upgrade as your onboarding volume grows. No long contracts.
Solo
$0/month
Test your onboarding flow and get your first client live.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + e-signatures
- Up to 5 active onboardings
Most popular
Team
$37/month
For small US teams running client onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Best value
Scale
$99/month
For teams onboarding at volume who need stronger controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Team
- Advanced reporting
- Up to 200 active onboardings
Best for agencies
Agency Pro
$149/month
White-label portals + unlimited onboardings for agencies that sell the experience.
- Everything in Scale
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Dedicated onboarding support
No credit card required · 30-day money-back guarantee · Cancel anytime
Free Download
The Accounting Firm New Client Checklist
The exact steps top US businesses use to onboard clients without chasing.
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Frequently asked questions
Yes. Every document submission, signature, and step completion is timestamped and logged, giving you a defensible record of client activity. We recommend consulting your compliance advisor about your specific requirements.
Yes. Build separate templates for individual tax clients, business returns, new bookkeeping engagements, and more — then reuse each one across every client in that category.
No. Clients receive a secure link and complete their document submission without logging in — no app, no friction, no excuse.
All paid plans support multiple concurrent active onboardings. Automated reminders handle client follow-up during busy season so your team stays focused on returns, not chasing documents.
Make this tax season the last chaotic one
Build your accounting firm's intake template in under 20 minutes. No credit card required. 30-day money-back guarantee.