ICarta Technologies

How client onboarding actually runs

Built for how work really moves

A typical accountancy practice, onboarding one new client. Same six steps, manual against automated. Toggle it below.

Manual

  1. 1. Enquiry8 hrs · 2 touches
  2. 2. Engagement letter2 days · 4 touches
  3. 3. ID and AML checks1 day · 3 touches
  4. 4. Document collection2 days · 6 touches
  5. 5. Systems setup16 hrs · 4 touches
  6. 6. Kick-off1 day · 3 touches
Total7 days · 22 touches

Automated

  1. 1. Enquiry0.5 hrs · 0 touches
  2. 2. Engagement letter4 hrs · 1 touch
  3. 3. ID and AML checks1 hr · 1 touch
  4. 4. Document collection2 hrs · 0 touches
  5. 5. Systems setup0.5 hrs · 0 touches
  6. 6. Kick-off4 hrs · 2 touches
Total12 hrs · 4 touches

Illustrative timeline for a typical practice, not a specific client result.

Stage 2 — hero checkpoint

The rest of the homepage (problem framing, approach, verticals, audit offer, FAQ) is Stage 3. This page exists to review the hero in context before building around it.