From first enquiry to final payment, OnboardMe connects leads, proposals, onboarding, compliance and debtor management in one platform that works with your existing tools.
Spend less time chasing details and more time looking after clients.
Client journey
Harper & Co Pty Ltd
Platform
30-day free trial · Every feature included · No credit card required
“Love this product, it has made the onboarding process a lot simpler now that we can do all of it in one platform.”
I was part of the beta group of OnBoard Me as I was looking for a solution that was suitable for the size of my practice but with the availability to grow with us. Lee and team are really helpful and open to feedback. I also appreciate their work in the AML/CTF space which has saved us having to add another app to our almost full tech stack. The platform is a flatter learning curve and I have founds clients are more receptive to it as well.
Love this product! So much simplier to have engagement letter, collective client onboarding information and ID checks all in one place. They are continually adding new features and help take care of our AML/KYC as well. The team is really responsive for support as well as feedback on new features.
Highly recommend OnboardMe has solved engagements, collecting client sensitive data when bringing onboard as well as being able to send clients forms to upload documents. As well as taking care of AML/KYC. The team are working on improvements to the product all the time.
Highly recommend.
Has solved alot of our onboarding issues, and prevents using a majority of different platforms.
Support is amazing, very effecient getting back to you and is open to listen to feedback and implement new ideas that can assist accoutning firms in their onboarding process.
The only thing I found difficult is the integration betwen Xero practice manager and onboard me so I can generate invoices directly through onboard me. Although I believe this is my lack of skill set being able to set it up and not an issue with onboarme in it self.
OnboardMe has ticked all the boxes for our practice.
Simpler to use than our previous software provider. We found OnboardMe to be easy to get up and running, with a really responsive support team. We use eForms to send out tax questionnaires to clients. And OnboardMe also has excellent integrations with Xero (for billings) & FYI (saving down completed proposals).
Overall, OnboardMe has proven to be the perfect fit as the missing piece of our software puzzle.
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, onboarding… and then some. It is continually evolving and improving, with customer support second to none.
If you’re a bookkeeper or accountant looking for a practical, affordable, and stress-free solution, I can’t recommend OnboardMe highly enough.
Save on software
Proposals in one tool, onboarding in another, forms in a third. That’s three subscriptions, three logins and the same client details typed in three times. OnboardMe does all three in one platform, on one subscription.
Who it’s for
Engagement letter
Harper & Co Pty Ltd · FY27
Scope of work
Signed by Jane Harper, Director
ID & AML check
Jane Harper
Choose our platform because it automates client onboarding, creates clear, professional proposals, and saves time while keeping everything accurate and compliant.
Proposal
Northside Physio · Monthly support
Essential
$450/mo
Growth
$790/mo
Billing
Set up from the proposal
Professional service firms, retail businesses, and consultants use OnboardMe to onboard clients faster, send clear proposals and handle every client the same way.
Proposal
Bloom Studio · Website redesign
Information request
3 of 4 completed
Creative agencies use OnboardMe for client intake and proposals, so the team spends its time on the work itself.
One experience
Proposals, onboarding, ID checks, eForms and payments all live in one app, so every step looks and works the same way. Your team learns it once, and your clients get one familiar, branded experience from the first proposal to the final payment.
A quick tour of OnboardMe. Then try the experience your clients get, or talk to the team.
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.
Get the latest updates on new features, integrations, and tips for onboarding clients.
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