ClientLaunch. Turn a signed yes into a fully onboarded client, in one magic link.
ClientLaunch is a multi-tenant onboarding app for accounting, bookkeeping, tax, and advisory firms. A firm starts an onboarding run, the client opens a tokenized magic link with no account to create, and a guided wizard walks them through intake forms, document uploads, e-signatures, and acknowledgments. The firm watches live progress on a dashboard while automated reminders chase any stalled step. Built on Next.js and Cloudflare Workers with per-firm data isolation.
Highlights
- Magic-link client wizard: intake, uploads, e-sign, and acknowledgments, with no client login
- Firm dashboard with live per-client progress and a ready-for-kickoff state
- Automated nudges chase stalled steps, respecting consent and quiet hours
- AI-assisted intake templates, reminder copy, and completion summaries
- Multi-tenant with per-firm data isolation and role-based team access
Screenshots
How to use ClientLaunch
Open the demo and choose Firm login, or create a new firm to start fresh.
From the dashboard, launch an onboarding run for a client.
Open the client magic link to walk the wizard: forms, uploads, and e-signature.
Watch the run move to a ready-for-kickoff state as each step completes.