Client onboarding done properly.
Onboard multiple entities, collect documents, capture billing details and complete identity verification, all in one workflow that integrates with your practice management system.
Client Onboarding capabilities
Everything you need in one workflow.
Simple, guided steps and automated reminders get clients over the line, while their details and documents stay out of email inboxes.
For the client
- Simple, guided steps
- One step at a time, with save and come back.
- Documents without email
- Checklists and secure uploads, hosted in your region.
- Branded experience
- White-labelled in your brand, from proposal to completion.
What you collect
- Multi-entity onboarding
- Several entities, relationships and recipients in one request.
- Identity verification
- ID, AML and PEP checks in the same journey.
- Billing details
- Payment methods captured alongside client data.
For your team
- Start from a link or a proposal
- A public link, or automatically once a proposal is accepted.
- Reminders and tracking
- Email and SMS follow-ups, with status and bulk resend.
- Pushed into your systems
- XPM, FYI, Karbon, GreatSoft, BGL, FreeAgent or Xero.
Benefits
Why businesses choose OnboardMe
Faster onboarding
Structured, guided forms cut the back-and-forth and get clients set up sooner.
Better client experience
A modern, easy journey that feels professional and is easy for clients to finish.
Less admin
Stop chasing missing information. Clients complete what’s required before you move forward.
Single source of truth
Client data stored securely once, ready for proposals, billing, compliance and integrations.
Multi-entity onboarding
Every entity in one request.
Onboard a company, its trust and the people behind them together. Clients complete each entity in turn, upload what you’ve asked for and verify their identity, all in one journey.
- Multiple entities in one request
- Document checklists
- Multiple recipients
- Autosave and reminders
Works with the rest of OnboardMe
Every module shares the same client record, so work moves from one step to the next without re-entering data.
A better start for every client.
Make a strong first impression while saving time, reducing errors and improving compliance.
30-day free trial · Every feature included · No credit card required
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