Focus on what matters with effortless & affordable Onboarding, Proposals & Payments
Send personalised proposals to your customers with flexible pricing.
Taking payment upfront or on completion? Collect payment details to automate billing.
Collect client details in a simple and secure manner, integrated into your practice management system
Verify client identities and complete AML / PEP checks automatically.
Collecting client information shouldn’t be slow, manual, or scattered across emails, apps, spreadsheets, and PDFs.
Lee has been amazing to deal with in our OnboardMe journey so far. Not only is he willing to take constructive feedback, but often the suggested software changes are implemented overnight!
Very happy with the OnboardMe journey so far and equally excited to see what new product developments will no doubt be rolling out soon.
OnboardMe is the app we didn't know we needed until we started using it. It has seamlessly integrated with our other systems and does a lot of work that was otherwise a manual process before we used OnboardMe.
We use it every day for client onboarding and engagement and couldn't do without it now.
We've genuinely loved using OnboardMe. The platform is easy to use, intuitive, and it's clear that a lot of thought has gone into making onboarding smoother for both us and our clients. The regular updates have been fantastic, and it's exciting to see how the platform continues to evolve and improve.
What really sets OnboardMe apart, though, is the support. Lee has always been incredibly helpful and approachable, and whenever we've needed assistance, the response time from the team has been quick and reassuring. You never feel like you're waiting in a queue or chasing answers.
OnboardMe has become an essential part of our workflow, and it's made a real difference to how professionally and efficiently we onboard clients. We couldn't recommend it more highly.
OnboardMe has made our onboarding process far more organised and efficient. The platform is easy to use, well-structured, and has saved us a significant amount of time.
The team has been supportive and responsive, making the whole experience seamless. We're very happy to be working with OnboardMe.
OnboardMe has been a game-changer for our onboarding and client engagement. We've seen a noticeable improvement in how smoothly our processes run — less admin, clearer steps, and a more consistent client experience.
Lee and the OnboardMe crew welcome feedback, take it seriously, and keep evolving the platform with regular feature updates. It's refreshing to work with a software team that's this responsive and committed.
When I started my bookkeeping business, I was on the hunt for an affordable (and not overly complicated) way to send engagement letters to my clients.
Enter OnboardMe. Easy to use, cost effective and the customer support is next level – Lee and his team are extremely helpful, friendly, quick to respond and listen to user feedback. OnboardMe has everything you need for client engagements and onboarding… and then some.
If you're a bookkeeper or accountant looking for a practical, affordable, and stress-free solution, I can't recommend OnboardMe highly enough.
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Say goodbye to double data entry. Our integrations manage the automation, so business just flows.








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