Login Login


           


Focus on what matters with effortless & affordable Onboarding, Proposals & Payments 

 



What We Do

OnboardMe modernises client onboarding for professional services firms by bringing proposals, payments, onboarding, and compliance together in one platform.


Proposals

Send personalised proposals to your customers with flexible pricing.

Payments

Taking payment upfront or on completion? Collect payment details to automate billing.

Onboarding

Collect client details in a simple and secure manner, integrated into your practice management system

ID Verification

Verify client identities and complete AML / PEP checks automatically.

eForms

Collecting client information shouldn’t be slow, manual, or scattered across emails,  apps, spreadsheets, and PDFs.

Start a free trial Start a free trial     Book a demo Book a demo
 

Why We Do it

Onboarding a new client shouldn't be difficult, for you or your client. That's why we built OnboardMe

Everything you need to onboard new clients or family groups in one system, delivering a smooth, connected experience from day one.

Client experience is everything

Experience the full client journey, from proposal to onboarding to eForms


Proposal & Onboarding Demo Proposal & Onboarding Demo eForms Demo eForms Demo


Getting started is free and easy

We know that your time is valuable, that's why we offer a 30-day free trial with no credit card required.

Our free trial includes all system features, giving you the full OnboardMe experience.


Start a Free Trial Start a Free Trial

What our clients say

"

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.

Steve Betts
Senior Partner
Kelly Partners
"

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.

Brayden Allenburg
Managing Partner
EEA Advisory
"

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.

Nicole Morelli
Director
Morelli Bookkeeping Services
"

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.

Maddie Denichilo
Admin Assistant
MGI Adelaide
"

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.

Rosie Hargreaves
Managing Director
Amarose Accounting
"

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.

Racheal Graham
Owner
Build Balance Bookkeeping

Stay Updated

Get the latest updates on new features, integrations, and tips to streamline your client onboarding process.

Our Integrations

Say goodbye to double data entry. Our integrations manage the automation, so business just flows.

V