Concept demo made by Nexibeo. This product does not exist yet. Co-create it with us
Accountant client intake portalGet a free sample

For Small accounting practices with recurring client work

Engagement-specific completeness with a simple client-facing experience.

For small accounting practices with recurring client work, turn engagement checklists and client uploads into engagement-ready client document pack.

Start a pilotHow it works

The problem

Repeated document requests consume professional time.

What you get

Engagement-ready client document pack.

Engagement checklists and client uploads in, reviewed results out. People check what the AI drafts before anything reaches you.

Features

Everything the job needs, nothing it doesn't.

01Create engagement checklists
02Collect files
03Detect missing periods
04Extract key identifiers
05Draft reminders
06Track readiness

How it works

From your files to approved results.

Client intake portal and staff exception queue.

  1. Choose the request type
  2. Collect declared facts and required documents
  3. Extract relevant fields
  4. Show missing or inconsistent information
  5. Let the submitter correct it
  6. Route the complete package to an authorized reviewer. Start with engagement checklists and client uploads and finish with engagement-ready client document pack

Free sample

A branded client onboarding checklist.

Test USD 500-2,000 setup plus USD 150-750 monthly for one form family and a capped submission volume. Quote specialist review and unusual document formats separately. Prices are experimental.

Start a pilot

This is a concept demo. The button goes to Nexibeo, where you can co-create this product.