Overview
Tired of chasing clients for information and documents? Struggling with visibility over who has provided what and where it’s located? Frustrated by how many unbillable hours are used across the practice?
Uniify takes the headache out of client onboarding, giving you your precious time back. No more sifting through endless email threads or working in several systems. It’s like having a full time employee focussed only on onboarding, without the extra salary.
Above all it’s easy for your clients. One click and they’re guided through a branded and bespoke workflow which fuses the onboarding process together. From signing letters of engagement, to AML checks on identified UBOs and all the joys in between. You can then have clarity over all the information obtained. In one system. In one place.
Impress your clients with a smooth onboarding experience that’s as simple for them as it is for you.
Uniify + Xero
Uniify seamlessly syncs with Xero Practice Manager, making client onboarding effortless from start to finish. No more wasted time re-keying data across systems. When you need to gather information just create a request in Uniify and select the relevant client from your Xero Practice Manager records. We’ll do the rest.
Getting started
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Sign Up: Create your account in minutes - no lengthy forms or complicated setups.
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Customise Your Process: Our implementation specialist will help build a tailored onboarding flow to suit your practice needs.
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Invite Your Clients: Send a secure, one-click link to your clients—no accounts or passwords required.
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Automate Follow-Ups: Set up automatic reminders so no document or detail is ever missed.
Within just a few hours, you’ll be ready to onboard clients smoothly and efficiently with Uniify.
