Get every document from a new client without the email chase.
Send each new client one private link. They answer your intake questions, upload their ID and paperwork, and sign the engagement letter on their phone. WorkZerk reminds them about whatever is still missing, so you can start the work.
30-day free trial. No credit card.
Sound familiar?
Eleven emails to get four documents
You ask for ID, last year's return and two bank statements. One arrives sideways as a phone photo, one is the wrong year, and the thread is now too long to tell what is still missing.
The work cannot start
The client signed up three weeks ago and is wondering why nothing has happened. You are still waiting on the engagement letter and half the paperwork.
The same chase, every year
Tax time comes round and you write the same "please send me your documents" email to every client again, then keep a spreadsheet of who has replied.
How client onboarding works in WorkZerk
- Step 1
Build your intake pack once
List the questions, the documents and the agreement to sign, and save the set as a request pack. Keep one per kind of client: individual tax return, new company, loan application, new retainer.
- Step 2
Add the client, and the link goes out
Each client gets their own portal at a private link. No account, no password, and it works on a phone. They can stop halfway and come back to finish.
- Step 3
WorkZerk chases, you review
Reminders go to anyone who has not finished. You approve each document, or reject it with a reason and WorkZerk emails the client for a better copy.
What you can collect from a new client
- Photo ID, front and back
- Prior year tax returns and assessments
- Payslips and bank statements
- Signed engagement letter or client agreement
- Intake or brief questionnaire
- Tax number and bank details, marked sensitive
- Brand assets, logos and existing artwork
- Service agreement and plan documents for care clients
- Privacy policy acceptance, by version
Ask again next year, automatically
Turn on Time to ask again and WorkZerk asks for a fresh copy 365 days after you approved a document that has no expiry date. Change the day count to suit. Approving the new copy starts the count again.
Engagement letters signed online
Upload the letter as a PDF and each client signs it on their phone. Or keep the wording in the terms library, where every acceptance is pinned to the exact version that client read.
Different clients, different questions
Ask whether they are an individual, a company or a trust, and show the matching section only to them. One portal covers several kinds of client, and each client sees a short list.
Approve or send it back
Everything waiting on you sits in one Awaiting approval list. Reject the blurry bank statement with a reason and the client is asked for a new one, with no email to write.
Private details stay private
Mark a tax number, bank details or ID sensitive. It is stored encrypted, masked for your team, visible in full only to admins, and every view is logged.
One record per client
Everything a client sends lands on their contact record, not in a thread. Link a question to a contact field and a new phone number or address updates the record.
$9.95 a month, every feature included.
25 people can be onboarding at once, with no limit on how many you put through in a year. Colleagues who work in the account with you are $4 a month each.
See pricingQuestions
Does a client need to create an account?
No. Each client gets a private link to their own portal. They open it on a phone or computer, fill in what you asked for, and can come back later to finish.
Is WorkZerk a CRM or a practice management system?
No. WorkZerk collects what you need from a client and keeps it on their record. It has no sales pipeline, no quotes or proposals, no time tracking, no billing, and it does not prepare returns or lodge anything. Your practice or accounting software stays where it is, and you can export what you collected to CSV.
Does WorkZerk verify a client's ID?
No. WorkZerk collects the document the client uploads and puts it in front of you. A person in your team looks at it and approves or rejects it. If you have identity verification obligations, WorkZerk gathers the documents but does not carry out the check.
Can I use it for the yearly document collection, not just new clients?
Yes. Open a portal for the year, add your clients from your contact list or a spreadsheet, and everyone gets their own link to the same pack. The Time to ask again automation can also prompt a client for a fresh copy a set number of days after you approved the last one.
What is recorded when a client signs?
For a signed PDF: the typed name and drawn signature where you asked for them, the date and time, the IP address and browser, and the exact PDF with its fingerprint. The client and you can each download a signed copy. For terms kept in the library, the exact version accepted is recorded too.
How much does it cost?
One plan at $9.95 a month with every feature. 25 people can be onboarding at once, with no limit on how many you put through in a year. Above 25 at once, each extra person is 5 cents a day while their link is open. Colleagues who work in the account are $4 a month each. Try it free for 30 days, no credit card.
One account onboards everyone else too
- Contractor onboarding
- Contractor compliance
- Staff onboarding
- Student onboarding
- Patient onboarding
- Customer onboarding
- Member onboarding
- Volunteer onboarding
- Supplier onboarding
- Visitor induction
- Guest registration
- Applicant onboarding
- Tenant onboarding
- Attendee registration
- Stallholder applications