New client onboarding
in one form.
Standardize new client onboarding with comprehensive intake forms, encrypted EIN collection, and multi-file upload. Set up in minutes.
New Client Onboarding
Comprehensive intake with sections
A professional multi-section form covering company info, contacts, software access, and required documents. 19 fields organized into 4 clear sections.
Encrypted EIN and bank details
Sensitive fields like EIN and bank account numbers are encrypted with AES-256-GCM. Masked display by default, audit-logged reveal.
Multiple document uploads
Clients upload articles of incorporation, prior year tax returns, bank statements, and more — all in one form submission.
Share the onboarding form
Create a workspace with the Client Onboarding template and share the link with your new client. They see a professional, branded form.
Client fills out the intake form
They enter business details, contacts, EIN (encrypted), software access info, and upload required documents. One submission, everything collected.
You review and complete onboarding
Review the submission in your dashboard. All sensitive data is masked. Approve to finalize onboarding. Full audit trail from day one.
Approve in Slack.
Done in 30 seconds.
Connect your Slack workspace and approvers get a message the moment a new request comes in. Approve or reject without leaving Slack - status updates instantly, requester is notified, audit log is written.
Microsoft Teams integration also availableNew request from James Carter is waiting for your approval.
Onboard every client the same way
No more 15-email back-and-forth to collect documents. One form, one submission, every piece of information you need to start working.
Tax season onboarding at scale
Onboard 20+ new clients without drowning in email. Standardized intake, encrypted sensitive data, all documents in one place.
One price. All your clients.
Most tools charge per seat or per client. EasyRequests is one flat price — add clients, invite team members, and scale without surprise bills.
Free
Try with 1 client
Free forever
Get started free- 1 client workspace
- 200 requests / month
- 2 approvers
- 20 members
- Email notifications
- Encrypted sensitive fields
Starter
For growing firms
Save $58 with annual billing
Start free trial- 10 client workspaces
- 2,000 requests / month
- 10 approvers
- 100 members
- Slack integration
- Custom branding
- Analytics dashboard
Growth
For established firms
Save $118 with annual billing
Start free trial- 50 client workspaces
- 10,000 requests / month
- 50 approvers
- 500 members
- Slack, Webhooks, REST API
- Remove "Powered by" badge
- Priority support
Need more than 50 clients?
Unlimited workspaces, dedicated support, and custom onboarding.
Trusted by bookkeeping firms managing 10–200+ clients.
Get started today
Ready to stop
chasing receipts?
Set up in 5 minutes. No credit card required.