Built for UK accountancy practices
Embla is client onboarding for UK accountancy practices — from first enquiry to signed engagement letter, with identity and anti-money-laundering checks handled along the way.
Our approach
Most practices spend a client’s first weeks chasing documents. Embla replaces that with one quiet, well-ordered process.
Your client receives a single link. They answer only the questions that apply to them, upload each document once, and confirm their identity from their phone. You review, approve and send — and the client arrives in your practice software ready for work.
- 1
Enquiry
A prospective client gets in touch. Embla sends them a single, personal link from your practice.
- 2
Questionnaire
Short and adaptive — a landlord sees different questions to a limited company with staff.
- 3
Documents and details
Uploaded once, from any device. Company information is taken directly from Companies House.
- 4
Identity and risk
Electronic identity checks and a client risk assessment, each decision recorded with a date and a name.
- 5
Proposal and engagement
Fees from your own pricing, an engagement letter from your own template, signed electronically.
- 6
Ready for work
The client is set up in your practice software, and the full file is kept for your records.
Every new client, on one page.
See where each client is, what they’re waiting on, and what needs your attention — without opening a single email thread.
Gentle, automatic reminders
Embla follows up on your behalf, in your practice’s name, so nobody on your team has to chase.
A record your supervisor can follow
Every check, decision and document is time-stamped in a single audit trail you can export at any time.
Your practice, not ours
Your fees, your engagement letters, your branding. Clients deal with you throughout.
Security
Your clients trust you with their details. We take that seriously.
Encrypted throughout
Documents and data are encrypted in transit and at rest.
Stored in the UK
Client data is stored in a London data centre.
Access by role
Each member of staff sees only what their role requires.
A complete audit trail
Every view, change and decision is logged and kept.
Questions
No. Embla handles everything up to the point a client is ready to work with, then sets them up in the software you already use.
Embla records each identity check, risk assessment and decision in a time-stamped audit trail, so you can evidence your process. Your firm remains responsible for its own compliance.
Yes. Embla works from your templates and pricing rules, and carries your branding throughout.
In Norse myth, Embla was the first woman, made from an elm tree. The name means “the first” — the beginning of a client relationship. It also nods to Elm Financial Solutions, where it was built.
Begin with Embla.
A 30-minute walkthrough, set up with your own client types, fees and engagement letters.