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What We Do

What we do and why we do it.

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What We Do

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

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Onboarding

Onboard multiple entities, collect documents, capture billing details, and complete identity verification — all in one seamless workflow that integrates directly with your practice management system.

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Proposals

Send polished, personalised proposals with clear pricing, capture billing details, and take payment upfront — all before work begins.

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eForms

Build flexible, branded questionnaires that collect the right information, automatically, securely, and without back-and-forth.

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Identity Compliance (AML / PEP / Verifications)

Receive quality audit services from experienced, professionals, adhering to the highest standards.


Professional Clearances

Build flexible, branded questionnaires that collect the right information, automatically, securely, and without back-and-forth.

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Checklists

Receive quality audit services from experienced, professionals, adhering to the highest standards.