Product ยท
From document to confirmed onboarding
FinDash reads supported client documents, surfaces source-backed details and conflicts for review, and applies only the information people confirm.
By FinDash Team
See a 2025 tax return move from upload to source-backed review, explicit confirmation, and 80% journey progress.
Product walkthrough
What happens in the video
- Replace empty intake fields: The journey begins with a traditional intake screen, then shifts to a document-powered onboarding flow.
- Read the source document: A 2025 tax return is uploaded and read so supported details can be prepared for review.
- Review sources and conflicts: Source chips, a masked taxpayer ID, and a filing-status conflict make the proposed information and exception visible.
- Confirm intentionally: Three selected items are confirmed and the journey advances from 40% to 80%. Prepared by AI. Confirmed by people.
Overview
Guided Onboarding combines a firm-configurable client journey with document-powered preparation and explicit review.
Highlights
- Configurable onboarding steps, requirements, custom questions, and client-facing progress.
- Document ingestion that prepares information for review instead of silently changing records.
- Conflict indicators, source context, masked sensitive values, and item-by-item confirmation.
- Autosaved client progress across profile, family, goals, cash flow, and additional questions.
Product review: FinDash Product Team. Product workflow, masking, conflict review, and confirmation behavior reviewed against Guided Onboarding.
See FinDash for advisors