Join hundreds of accounting firms that have transformed their client onboarding process
“Vulcan Flows cut our client onboarding time by 70%. We used to spend 6 hours per client, now it's under 2 hours. The ROI is incredible.”
“Finally, a solution that actually works. No more chasing clients for documents. Our staff can focus on actual accounting instead of admin work.”
“Setup took 10 minutes. Within a week, we saw dramatic improvement in our onboarding process. Best $39/month we've ever spent.”
Three simple steps to transform your client onboarding from chaos to clarity
Send personalized document requests to clients automatically. Smart templates adapt based on client type and services needed.
Smart follow-up system tracks what clients have submitted and automatically sends friendly reminders for missing documents.
Once documents are received, organize and route them automatically to the right team members for immediate processing.
See the dramatic difference automation makes
| Aspect | Manual Process | Vulcan Flows | Improvement |
|---|---|---|---|
| Setup Time | 2-3 weeks | 10 minutes | 99% faster |
| Cost per Employee | $50-100/month | $39 total | 90% cheaper |
| Follow-up Time | 40+ hours/month | 15 hours/month | 60% less |
| Client Experience | Multiple calls/emails | One portal visit | Single touch |
One flat rate, unlimited clients. No hidden fees, no per-user charges, no surprises.
Flat rate for your entire firm • No per-user fees
Why accounting firms choose Vulcan Flows over the competition