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Join firms who streamline client intake, reduce fraud risk, and protect client confidentiality with automated screening.
Automate intake and skip manual entry. Focus on billable work, not paperwork.
Spot red flags and avoid $25K+ losses from risky clients.
Client data stays secure and compliant. Full audit trails. No sharing.
Cut manual onboarding from 45 to 5 minutes. Streamline admin, reduce drop-off, and focus on billable work.
Client data stays private. Full audit trails and compliance for legal, accounting, and tax professionals.
$10/mo
Solo professionals
No contract. No hidden fees.
$20/mo
Small teams
No contract. No hidden fees.
$30/mo
Growing firms
No contract. No hidden fees.
“ScreenClient reduced our intake from nearly an hour to minutes. Automated screening gives us confidence, and privilege protection is essential for our firm. We’re more efficient and secure—without extra steps.”
Clear, direct answers on client screening, fraud protection, and compliance for professional services.
Automated intake cuts manual work from 45 minutes to 5, letting you focus on billable tasks and respond to clients faster.
The system screens for identity fraud, misrepresentation, and watch lists, helping prevent costly incidents.
Client data is privilege-protected, never shared or sold. Audit trails support your confidentiality obligations.
Automated records and audit logs help you meet state bar, AICPA, and IRS standards for compliance.
Designed for solo and small firms, it works with your current tools—no complex setup or IT staff needed.
Attorneys, CPAs, and tax professionals who need to save time, reduce fraud risk, and protect client data.
Cut 40 minutes. Block $25K fraud losses.
Get answers. Start screening faster.
