Stop being the reminder system.
End the document chase. Conditional intake collects statements, returns, and software access, and Otto sends the specific, automatic nudges so you stop playing project manager.
Works alongside your practice-management software.
New client · Onboarding
Accounting · Day 3
- Agreement signed
- Intake completed
- W-2/1099 uploaded
- QuickBooks Online / Xero accountant invite access
- Kickoff scheduled
Otto: Waiting on QuickBooks Online / Xero accountant invite. Drafted a reminder, ready to send.
The chase
Where accounting onboarding actually stalls
- Clients send half the documents, then go quiet for a week.
- Getting QuickBooks or Xero accountant access is a back-and-forth.
- You become the reminder system instead of doing the work.
Your onboarding
Everything you chase, in one flow
Documents & assets
W-2/1099, bank statements, prior returns, receipts
Account access
QuickBooks Online / Xero accountant invite, bank feeds
Ready when
books ready to start, engagement letter signed
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Accounting client onboarding, answered
Accounting client onboarding is how a firm collects what it needs to start the books: the engagement letter, financial statements, prior returns, receipts, and access to QuickBooks Online or Xero. AutoStack collects the documents and the software access through one link, and Otto sends the specific, automatic reminders, so you stop being the document-chaser.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next accounting client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.