Onboard clients in minutes, not days
Structured flows that collect everything you need without back-and-forth.
Client Onboarding in Bryxo is designed for accounting firms that need operational control without stitching together separate tools. Structured flows that collect everything you need without back-and-forth. It connects the client record, workflow, communication, documents, and reporting layer so teams can move from request to completion with less chasing and more confidence.
Product view
Client Onboarding inside the client operating system
A feature page should show how the work moves through the firm. This view represents how Bryxo keeps client context, ownership, evidence, and next actions together.
Client workspace
Smith & Co Holdings Ltd
Workflow summary
The firm can see status, blockers, client communication, and audit evidence from the same workspace.
How firms use client onboarding
Bring the work into one client record
Client Onboarding activity sits alongside the client profile, documents, messages, deadlines, and team notes, so the whole firm can see what happened and what needs doing next.
Standardise how the firm works
Turn repeatable steps into a consistent operating process instead of relying on memory, spreadsheets, inboxes, or individual team habits.
Give managers a reliable audit trail
Partners and managers can review ownership, status, evidence, and next actions without chasing the team for updates.
Why onboard clients in minutes, not days matters
Purpose-built for how accounting firms actually operate.
- Pre-built onboarding templates
- Automated document collection
- AML checks integrated
- Client portal access from day one
Connected workflow
Client onboarding
Tasks, documents, messages, and compliance evidence in one client record.
Start building your modern practice
Join the early access waitlist. Be among the first to experience the operating system built for how firms actually work.