Onboard clients faster and cut down on follow ups with a ready to use Uncat rollout framework created by Bright Line Financial Services and Uncat. This playbook gives your firm a clear structure to set expectations early, build better client habits, and keep books clean month after month.
Onboarding That Actually Sticks
Get The Playbook
What You’ll get
Help Your Clients Build Better Bookkeeping Habits From Day One
Uncategorized transactions create avoidable friction for firms and clients. When expectations are set early, clients learn how to support accurate books and faster reporting right from the start.
This Uncat onboarding guide was created by Bright Line Financial Services in collaboration with Uncat to give your firm a simple, repeatable workflow for client adoption. It includes:
A proven onboarding timeline
Step-by-step instructions for your team
Best practices for client communication
Internal checkpoints to build strong client habits
With a clear system in place, your team can stay focused on high value support while clients consistently provide the information you need each week.
A Ready to Use Client Guide With Customizable Firm Details
Inside this resource, you will find a fully editable client guide designed to make onboarding fast and consistent. You can add your:
Firm name and branding
Contact information
Any firm-specific notes or instructions
The client guide explains:
What Uncat is and how it works
Why responding weekly matters
How to upload notes and supporting documents
What you handle vs what your client handles
This helps you set expectations early, reduce follow up, and build reliable habits that support clean data and timely month end close.