Your whole roster, stood up in a day.
A guided wizard sets up your firm, team, and payments. Then bulk import brings your entire client book online, drop last year's returns and Arrive extracts and matches every one.
Review Bulk Onboarding Results
312 PDFs · 312 clients · Tax year 2024
From spreadsheet to a live firm.
A setup wizard for the firm, and AI extraction to bring every client across from prior-year returns.
Guided setup
A step-by-step wizard for firm details, team, payment, and files, with Ayyva walking you through it.
CSV column mapping
Upload a client list and Arrive auto-detects your columns and maps them to the right fields.
AI extraction
Drop prior-year tax returns and Arrive pulls EINs, owners, SSNs, addresses, and return type from each PDF.
Match & review
Returns match to clients by name, tax ID, and file, surfaced as Matched, No PDF found, or Extra PDFs.
Smart reconciliation
Unmatched clients are guessed Individual or Organization, ready to confirm, or they land as Pending.
Ayyva assistant
Your AI assistant is there from the first screen to explain what to expect and what you'll need.
Import your firm from last year's returns.
- Drop a client-list CSV and a pile of prior-year return PDFs.
- Arrive extracts EIN, owners, addresses, and return type from each.
- Then matches every PDF to a client, ready to import in one click.
We guessed each unmatched client's type from the name, change it if it's wrong.
Even the odd ones sort themselves.
- Unmatched clients are auto-guessed Individual vs Organization.
- Reuse an owner's return for a disregarded entity, or skip a row.
- Anything still unmatched lands as a Pending client to finish later.
Frequently asked questions.
How long does onboarding take?
The firm setup wizard takes minutes. Bulk client import then runs in the background: you upload last year's returns, Arrive extracts and matches them, and you import the whole book at once.
What does Arrive pull from a tax return?
From each prior-year PDF it extracts the client's return type, EIN or SSN, owners, ownership percentages, address, and more, then maps it into a ready-to-import client record.
How are returns matched to clients?
By client name, tax software ID, and the PDF file name. Results are grouped into Matched, No PDF found, and Extra PDFs, so you can see and fix anything that didn't line up.
What happens to clients that don't match?
They're auto-guessed as Individual or Organization for you to confirm, and anything still unmatched is imported as a Pending client you can complete later.
Running on Arrive from day one.
A spreadsheet and last year's returns become a fully provisioned firm, team, clients, and documents, so you start on Arrive, not months from now.