Checklists, document collection, auto-reminders, and a client portal that does the chasing for you — so you can focus on the books.
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Stop chasing clients for documents. Launch Packet automates the entire onboarding process so you can focus on the work that matters.
Clients get a step-by-step portal with progress tracking. They know exactly what's needed and what's left — fewer questions, fewer delays.
Never chase a client again. Automated nudges keep them on track while you stay focused on billable work.
Approve, reject with feedback, or waive items from a single dashboard. No back-and-forth emails, no lost context.
Build onboarding checklists once and reuse them for every client. No reinventing the wheel.
Clients click one link from their email. No accounts, no passwords, no friction.
Collect W-9s, bank statements, prior-year docs. Files land where you need them, not in your inbox.
See exactly what happened and when. Know who submitted what without digging through email threads.
Export onboarding data when you need it. Clean records for your files.
All features included — no per-client fees
No credit card required