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Loading client onboarding
LedgerWorksOS is preparing the client onboarding flow assembling setup steps, document status, and first-cycle readiness.
Onboarding Progress
Marco Santos setup sequence
This sequence is intentionally concrete: finish onboarding, finish documents, then stabilize the recurring service cycle.
Client onboarding progress
Step 4 of 4Signed engagement letter
Commercial scope confirmed and archived.
Tax registration docs uploaded
Required IDs and registration documents are already in the vault.
Recurring filing cadence confirmed
The standing delivery schedule is active.
First cycle completed
The opening managed cycle has already been delivered.
Readiness and handoff
What the team should do next
This view should help the operator move from onboarding progress to documents and tasks without guessing which surface comes next.