Client onboarding software for accountants
Automate accounting client onboarding without losing human control
Nuvoraq helps accounting firms collect client information, chase missing documents, organise onboarding tasks and review AI-assisted follow-ups in one workflow.
Collect information in one place
Send clients a secure onboarding link and keep their information organised.
Spot what is missing
See incomplete information and missing documents without manually checking every case.
Reduce follow-up admin
Prepare AI-assisted reminders and follow-ups for staff review.
Keep approvals human
Sensitive or uncertain actions stay under staff control before anything is sent.
Built around the way accounting firms actually onboard clients
Instead of adding another generic AI chatbot, Nuvoraq focuses on the workflow: what information is needed, what is missing, what needs staff approval and what should happen next.
For firms using Xero, approved contact information can be synced after review, helping reduce retyping between systems.