Onboarding Hub

Make your new client’s first experience an amazing one

Website content for accountants

It’s hard work winning new clients. Don’t let it go to waste with a poor onboarding experience.

Providing a great experience is now painless with Bizink’s onboarding hub. It’s got all the forms, emails and automations to give new clients an incredible first impression while also saving you time on data entry.

The workflow is based on what the best digital firms from across the globe are using.

Benefits and Features

Save Time

Automated onboarding gives you time for high value work.

Legal Compliance

Collect the data needed for AML legislation.

Launch Profitable Clients

Successful client engagements start with great onboarding. Our system is based on best practice from leading digital firms.

Integrations

We’re integrated with your fave apps, like Practice Ignition, Zapier and many more.

Pricing and Signup

 

  
 
Onboarding Form
AML Form
Automated onboarding emails
Welcome video
Cloud software courses (Xero & QBO)
Secure file upload
Advanced Integrations
Poor experience for new clients

$29
Per Month
Onboarding Form
AML Form
Automated onboarding emails
Welcome video
Cloud software courses (Xero & QBO)
Secure file upload
Advanced Integrations
Poor experience for new clients

Prices are in US Dollars

Prices are in US Dollars

 

 

"The onboarding hub an absolute must-have to help complete your Practice Ignition experience"

“AML is a legal requirement but it was so time consuming and not efficient or adding any value for our team or our clients.

It actually slows down our onboarding process.

The onboarding hub an absolute must-have to help complete your Practice Ignition experience.

Collecting AML information has always been just another thing to add to our list but now we can automate it!”

Sharon Pocock, Kinder Pocock

FIND OUT MORE

Book a meeting to learn more about the Onboarding Hub and other ways Bizink can help with marketing.