Onboard new clients in minutes, not days.
Send onboarding forms from Fintura, and turn a completed form into a fully set-up client, with details pulled from CIPC.
Stop rekeying client details from forms.
Chasing details over email or a disconnected form, then typing it all into your system by hand, is slow and error-prone, and it delays the first piece of work.
From form to client, in one flow.
Send a form, review it, and Fintura creates the client for you.
Create onboarding forms from ready-made templates
Start from a pre-built onboarding form, so you are not building one from scratch every time you take on a client.
- Pre-built form templates
- Capture the details you need
Send forms and collect everything in one place
Send the onboarding form straight from Fintura and your client completes it in one place, so nothing lands in a separate inbox or spreadsheet.
- Sent straight from Fintura
- No disconnected forms
Approve, and the client is created for you
Review the completed form, send it back with notes if anything is missing, and once you approve it, Fintura creates the client with the captured details and documents, and pulls their information from CIPC automatically.
- Review and request missing details
- Client created on approval
- Details pulled from CIPC
Rated 5.0 on Capterra across 5 reviews
“We have implemented Fintura in our accounting practice and it has quickly become an essential part of our workflow. The platform is intuitive, easy to navigate, and has significantly improved our efficiency across clients, engagements, tasks and compliance.”
“All in one place, simple and so user friendly. Local, with the best technology to streamline your work, and the customer service has been excellent.”
Frequently asked questions.
Everything you need to know before you start. Still curious? Book a demo and we will walk you through it.
Not yet. A client portal is coming very soon. Today you request documents and send them for signature by email, through your firm's own Gmail or Outlook, and what comes back lands on the client record.
A centralised dashboard for your clients, task and deadline management, time tracking, customisable engagement letters, document storage, and role-based team access, all in one place.
Yes. You can assign tasks, track progress, and control access by role, so work and visibility are managed centrally.
Yes. Fintura tracks tasks and time end to end, which feeds accurate billing rather than relying on separate timesheets.
Yes. Engagement letters and proposals are customisable to your firm.
Yes. E-signature is built in, so approvals and sign-offs happen inside the platform.
Yes. You can start on a 30-day free trial and explore Fintura with a test client before you commit, so you can see how it fits your firm's workflow first.
Pricing is modular and granular. You pay per seat for practice management, per company for compliance, and per taxpayer for tax, and you can mix tiers rather than putting your whole firm on one plan, so you only pay for what each part of your practice needs.
Onboard new clients in minutes, not days.
Start for free in minutes, or book a demo to see it on your own portfolio.
