Client Onboarding & KYC
From "interested" to signed and paid — without a single phone call. Intake forms, KYC document collection and e-signed engagement letters, all automated.
Onboarding is the first impression your firm makes — and in most UAE firms it is still a week of emails, WhatsApp attachments and chasing for one missing passport copy. Prospects lose momentum, staff lose hours, and some clients are lost before they ever sign.
Risper CRM automates the entire journey — from the first enquiry to a signed engagement letter and a live client portal — with zero manual admin.
Zero-Touch Intake
Prospects complete a smart intake form and upload their documents before your team spends a single minute.
KYC & Document Checklists
Standard checklists per service type — passport, trade licence, financials — with automatic chase-ups for anything missing.
E-Signed Engagement Letters
Engagement letters generated from your templates and signed electronically — legally clean, instantly filed.
Welcome Portal From Day One
New clients receive their portal access immediately, so onboarding feels world-class from the first minute.
Automatic Job Setup
The moment a client signs, their recurring jobs, deadlines and billing schedule are created automatically.
Full Audit Trail
Every step logged — who submitted what, when, and what is still pending.
A secure client portal built for accounting firms — live job status, document exchange, approvals and messaging. Your clients stop calling for updates, because they never need to.
One login. Every task. Zero confusion. Your whole team — tasks, timesheets, leave, documents and KPIs — in one employee portal, so every staff member knows exactly what today looks like.
Never lose a lead again. Track every enquiry, automate every follow-up and convert more prospects into long-term clients — the lead pipeline built for accounting and business-setup firms.
Run every job, deadline and recurring task from one dashboard — the workflow engine built for accounting and CPA firms. Nothing slips, and nothing is typed twice.
Quotes, invoices, automatic payment reminders and receivables — billing tied to the work itself, so your firm gets paid faster with far less chasing.
Schedule meetings, keep every team and client conversation logged and searchable, and cut internal email to zero — all inside the CRM.
Document management built for accounting firms — every client file version-controlled, permission-gated and found in seconds, inside a bank-grade secure vault.
From "interested" to signed and paid — without a single phone call. Intake forms, KYC document collection and e-signed engagement letters, all automated.
Every VAT return, Corporate Tax filing and licence renewal for every client — tracked, assigned and reminded automatically. Government fines become history.
AI assistance built into the platform — instant answers for your team and your clients, drafted replies and guided workflows. Your firm works faster; your seniors stop repeating themselves.
