Guided onboarding
An invitation and a step-by-step checklist for the client.
Application project
Client onboarding.
A clearer path to ready.
A guided client onboarding portal for collecting information and preparing work for review.
The business need
A process worth making easier.
Onboarding involves requests, documents, and follow-up. The portal gives that work a defined sequence and a place to see whether the required items are ready.
The application
What it brings together.
CPA firms invite new clients with a private link. Clients work through a guided five-step checklist they can save and return to, upload documents into an encrypted per-firm library, and staff see a readiness queue that tells them who to onboard first. Encrypted in transit and at rest, with a full audit trail.
Core capabilities
A useful tool, built around the work.
Document collection
A document library organized for each firm.
Readiness checks
A clear view of the items still needed.
A review queue
A handoff for the team receiving the completed onboarding work.
The connection
Software with
a clear business role.
The project turns onboarding from a collection of separate requests into a shared, visible workflow.
More work
A closer look at the work.
Custom application · CPA workflows
NoticeFlo
Tax resolution from start to finish: case management, e-signatures, notifications, and meeting scheduling.
View Project
Mobile application · Field safety
MyJSA
An approved paper JSA, converted into a custom mobile app for crews and supervisors.
View Project
Custom application · Workplace safety
STCKY Energy
Daily safety huddles, hazard reporting, and stop-the-job protocols in one team workflow.
View Project