Onboard New Clients in Minutes, Not Meetings
Sift extracts business details, entity type, revenue ranges, and compliance needs from prospect enquiries so your firm can quote accurately without a discovery call.
68%
Client onboarding time reduction
89%
Quote accuracy from first contact
45%
Discovery calls eliminated
The intake problem in accounting
- Prospective clients send rambling emails about their business without stating what they actually need
- Entity type, fiscal year, and existing software are critical for quoting but rarely volunteered upfront
- Partners waste billable hours on discovery calls that could be replaced by structured intake
- Client onboarding involves re-entering the same details across practice management, tax software, and portals
See how Sift handles accounting intake
What users type
What you get
Sarah Novak
Clay pottery / e-commerce ceramics
LLC
Oregon
$340K (2024), projecting $500K (2025)
Bookkeeping cleanup (2024), tax filing (overdue), ongoing bookkeeping, payroll setup
Shopify, Square, Wave
2 (newly hired)
Mike DeLuca
Recommended form fields for accounting
Recommended Form Fields
Creates the client record in your practice management system
Determines tax treatment, filing requirements, and engagement scope
Drives state tax obligations and compliance requirements
Primary input for engagement pricing and complexity assessment
Scopes the engagement accurately from first contact
Identifies migration needs and integration points
Triggers payroll service offering and determines pricing tier
Tracks referral partnerships and attribution for marketing
Frequently asked questions
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Templates
Use Cases
Sift analyses free-text support tickets in real time, extracts priority, category, and sentiment, and routes them to the correct team instantly.
Lead CaptureSift extracts intent, budget signals, and urgency from free-text lead forms, then scores and enriches every submission so sales can prioritise instantly.
Client IntakeSift transforms free-text client intake submissions into structured profiles with goals, requirements, and red flags extracted automatically.