Ethical clearance. Done right.
Turn a traditionally manual process into a structured, trackable workflow, managed with clarity, accountability and a full audit trail.
Professional Clearance capabilities
Powerful professional clearance.
Send
- Sends itself
- On its own, or triggered by a proposal or onboarding.
- Customise before sending
- Editable letter templates for each prior advisor.
- Request supporting documents
- Ask previous accountants for documents securely.
Respond
- Guided response page
- Prior advisors answer, comment and upload, all auditable.
- Client choices
- No previous accountant, or don’t send, with a reason.
- Branded experience
- Professional, branded and confidential.
Track
- Automated reminders
- Follow-ups so requests don’t get lost in email.
- Status at every step
- Sent, opened and completed, shown on the linked proposal.
- Audit PDF and history
- Status history and an audit PDF for every clearance.
Benefits
Why businesses use Professional Clearance
Meet professional obligations
A documented, repeatable process for taking on new clients.
Clear audit trail
Track when letters are sent, opened, responded to and completed.
Reduce risk
Check where ethical clearance stands on the linked proposal before you take the client on.
Less admin
No more manually drafting, sending and chasing clearance emails.
Ethical letters
Every letter tracked, from sent to completed.
See which letters are sent, opened, submitted or completed, with each response, the documents received and a full audit history.
- Sent, opened and completed
- Response on every letter
- All documents kept together
- Audit PDF and history
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.
Meet professional standards with less admin.
Meet your professional responsibilities with confidence, clarity and full visibility.
30-day free trial · Every feature included · No credit card required
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