Streamline Client Onboarding. Automate Admin. Build Your Authority Online.
CMART helps accountants and financial professionals create a professional digital presence, automate client onboarding, and stay in consistent contact with their client base — without hiring additional staff.
POPIA Ready · Local Payment Integrations · WhatsApp Automation · Powered by Creative Media Agency
Sound Familiar?
Onboarding New Clients Takes Too Long
Every new client requires the same manual steps — documents, forms, introductions — all done one at a time.
Chasing Clients for Information and Payments
Following up for outstanding documents, approvals, and invoices consumes hours every week.
No Consistent Online Presence
Your business runs on referrals but you have no system to capture new leads from your website or social media.
How CMART™ Solves This
Client Onboarding Automation
Create seamless, automated workflows to welcome new clients and guide them through your process.
Intake Forms & Document Collection
Securely collect client information and required documents automatically before their first meeting.
Invoice & Payment Tracking
Automate invoice generation and follow-ups for outstanding payments so you get paid faster.
Email Campaigns & Authority Content
Stay top-of-mind with automated newsletters and educational content that builds trust.
A Day in the Life With CMART™ Accountants & Financial
New client signs up
A prospect agrees to your proposal and becomes a client.
Onboarding form sent automatically
They receive a branded welcome email with a link to their intake form.
Documents collected via portal
Clients securely upload their ID, previous financials, and necessary documents.
Welcome email sequence starts
A series of emails introduces your team, processes, and what to expect next.
Monthly newsletter delivered automatically
They receive regular tax updates and financial tips, keeping you top-of-mind.
"CMART completely revolutionized our onboarding process. What used to take hours of manual back-and-forth for document collection and signatures now happens automatically before our first meeting. It's saved us incredible amounts of time and makes us look incredibly professional."
Michael J.
Managing Partner, Johannesburg