Client onboarding portal
Onboard every new client in days, not weeks
Guided welcome steps, secure document uploads, and live progress tracking, so clients know exactly what's next and you stop chasing files.
- Alder & Finch Bakery 88%
- Northfield Dental 50%
- Harbor Row Studio 33%
- Linden Legal Group 14%
Your documents
- Signed engagement letterApproved
- Last year's tax returnReceived
- Bank statementsNeeded
The first two weeks should not run on email
Stepdoor is built for one stretch of the client relationship: getting started. Nothing else to configure, no project suite to learn.
The old way
- Intake forms in one tool, documents in an email thread, notes in a spreadsheet
- Three reminder emails to get one missing file
- Clients ask "where are we?" and you dig for the answer
- Every new client starts from a blank message
With Stepdoor
- One welcome checklist your client opens and follows
- Each requested file shows as needed, received, or approved
- A progress bar answers "where are we?" before they ask
- Every client gets the same clear first two weeks, with your branding
How a new client gets from hello to ready
Greet the client with a welcome checklist
Set up the steps once: sign the engagement letter, fill in the intake questions, book the kickoff call. Each new client gets the same clear list, with your firm name on it.
- Sign engagement letter
- Complete intake questions
- Upload bank statements
- Book kickoff call
Collect documents in one secure place
List the files you need. Clients upload them straight to their portal, and every request shows whether it is needed, received, or approved. No more attachments buried in threads.
Requested documents
- Engagement letter Approved
- Prior-year tax return Received
- Bank statements Needed
See where every client stands
Your clients list shows each person's progress at a glance. Spot who is stuck, who is nearly done, and who needs a nudge, without opening an inbox.
Clients
- Pinecrest Wealth100%
- Copperline Plumbing83%
- Marlow Fitness0%
One guided checklist, secure uploads, and a live progress bar. Built for the first two weeks of a client relationship only.
Questions firms ask first
Short answers about what Stepdoor does and where it stops.
Who is Stepdoor for?
Small US service firms that onboard new clients regularly: accountants, agencies, consultants, and law and wealth practices.
How is this different from a project management tool?
Stepdoor covers only the first two weeks of a client relationship. It gives you a welcome checklist, document requests, and progress tracking, and nothing else to set up.
How do clients send me documents?
Each client uploads files to their own portal against the list you requested. Every request shows as needed, received, or approved.
Will my clients need to learn anything?
No. They open their portal and follow the checklist from top to bottom.
Give your next client a clear first step
Set up a welcome checklist and a document list, then send your client to their portal.
Takes you to sign-up