Charter Accountant's Client Onboarding system

CA Client Onboarding Automation | Product Demo Introducing our CA Client Onboarding Automation — a solution designed to simplify how Chartered Accountant (CA) firms collect, organize, and manage client documents. In this demo, you'll see how automation can streamline the client onboarding process, reduce repetitive manual work, and keep client documents organized. 🚀 What This Product Does ✅ Collect client information and documents through an online form ✅ Identify clients using their unique Client ID ✅ Automatically create a dedicated Google Drive folder for new clients ✅ Store uploaded documents in the appropriate client folder ✅ Track document submissions and maintain document links in Google Sheets ✅ Organize document collection according to the client's assigned service 🎯 Who Can Benefit? Chartered Accountants (CAs) CA firms and accounting professionals Tax consultants Businesses that manage multiple clients and documents 💡 The Goal Our goal is to help CA firms spend less time on repetitive administrative tasks and more time focusing on their clients. This is our first product demo, showcasing how workflow automation can improve everyday business operations. 📩 Interested in automating your business processes? Get in touch to discuss automation solutions tailored to your workflow. #CAAutomation #ClientOnboarding #BusinessAutomation #WorkflowAutomation #n8n #CharteredAccountant #AIAutomation