Workflows / Accounting and tax firms
AI agent workflow for client onboarding in Microsoft 365.
From signed-up to set-up without anyone retyping a thing. Based on a scoped build for a St. Louis accounting firm.
The job
A new client signs on. Someone retypes their details, drafts an engagement letter, chases the signature, builds the SharePoint folders and assigns onboarding tasks. An admin does all of it by hand.
Trigger
An intake form is submitted, or an intake email lands in the shared Outlook inbox.
Agent steps
- Reads the client's details from the form or email.
- Drafts the engagement letter from your template.
- Sends it for e-signature once a partner approves.
- Chases unsigned letters on a schedule you set.
- On signature, creates the client's SharePoint folder structure.
- Creates Planner onboarding tasks and assigns owners.
- Posts a summary to the team's Teams channel.
Model: [Claude or GPT-6 Astra]
Tools touched
Human checkpoint
A partner approves every engagement letter before it is sent. Nothing goes to a client unapproved.
What it does not do
No tax or accounting judgement. No QuickBooks sync in the first version. No migration of past client files.
Build time and price
From $5,000. Build time: [DAYS], an estimate. Longer if a tool or approval chain is new to us.
Send us your version of this workflow
Tell us how it runs at your company today. We reply with a scope, a build time and a price.
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One call. A scope, a build time and a price back. Then decide.