How Modern Engagement Letter Software Slashed Our Client Onboarding Time by 65%: A Case Study
Client onboarding can be a headache for accounting firms. Endless paperwork, chasing signatures, and manual processes eat up a big chunk of time. But what if there was a way to cut that time by 65%? That’s exactly what happened when we switched to modern engagement letter software for accountants.
Here’s the story of how it made our firm more productive and why it could do the same for yours.
The Problem: Manual Processes Slowed Us Down
Before we found the right tool, our onboarding process was a mess. Here’s what it looked like:
§ Creating engagement letters from scratch or using outdated templates.
§ Emailing documents to clients and waiting days (or weeks) for responses.
§ Constantly following up for signatures.
§ Manually organising signed documents.
It was slow and frustrating, and it left little time for actual accounting work.
The Solution: Engagement Letter Software
We decided to try engagement letter software built for accountants, and it was a total breakthrough. Here’s what it did for us:
§ Ready-to-Use Templates No more starting from scratch. The software provided professional, customisable templates.
§ E-Signatures: Clients could sign documents online in seconds. No printing, scanning or mailing required
§ Automated Reminders: The software nudged clients to sign so we didn’t have to chase them.
§ Secure Storage: All signed letters were stored in one place, making them easy to find anytime.
The Results: 65% Faster Onboarding
After implementing the software, we saw immediate improvements:
§ 65% Faster Onboarding: What used to take days now took just hours.
§ Fewer Errors: Pre-built templates reduced mistakes, keeping us compliant and professional.
§ Happier Clients: clients loved the speed and simplicity, which strengthened our relationships.
§ More Productive Team: With less time spent on paperwork, our team could focus on higher-value tasks.
Why This Matters for Accountants
For accountants, time is everything. By speeding up onboarding, you can:
§ Take on more clients without burning out your team.
§ Deliver a better experience that keeps clients coming back.
§ Free up time to focus on growing your firm.
The Takeaway
If you’re still stuck with manual processes, it’s time to make a change. While FigsFlow’s engagement letter software isn’t just a nice-to-have, it’s also a must-have for staying competitive. It was a major advancement for us, and it could be for you, too.
Ready to save time and impress your clients? Start exploring engagement letter software today.
