Your proposals app
Personalised proposals with flexible pricing, unlimited signatories and payment on acceptance.
Three apps.
Three bills.
Make it one.
Proposals in one tool, onboarding in another, forms in a third, and the same client details typed into all of them. OnboardMe does the lot in one platform, on one subscription, for less than you’re paying now.
- Proposals, onboarding and eForms in one subscription
- ID checks, AML screening and payments built in
- Unlimited users and clients on every plan
Locked into a contract? We’ll cover the rest of it.
Use OnboardMe on a free Starter plan until your current contract ends. No paying twice while you switch.
How it worksDo the maths
See what you’d keep.
Add up what your current tools cost, pick roughly how many proposals, onboardings and forms you send a month, and compare.
What you pay now, per month
Example figures to start with. Swap in what you actually pay.
70
Your three apps
A$295 / month
OnboardMe Pro, every feature included
A$99 / month
You keep each year
A$2,451
On annual billing (A$1,089 a year, one month free). ID verification is charged per check. AML screening uses your plan’s requests.
What you can cancel
One login instead of three.
And a few things you were probably paying extra for.
- Identity + AML
- Bills & payments
- Leads and deals
- Ethical letters
- Client subscriptions
- Xero, MYOB and QuickBooks
Your onboarding app
Multiple entities, documents, billing details and ID checks in one guided client journey.
Your forms app
Tax questionnaires and custom eForms with conditional questions, secure uploads and reminders.
“Simpler to use than our previous software provider.”
“Has solved alot of our onboarding issues, and prevents using a majority of different platforms.”
Stuck in a contract?
Don’t wait for it to run out.
We know how frustrating it is to find something better while you’re still locked in. So we take the cost of switching off the table.
Tell us when your contract ends
Send us a message or book a call. No paperwork to dig out first.
Use OnboardMe free until then
You get a Starter plan at no cost for the rest of your current term.
Switch over with our help
Our team helps you set up and make the move smoothly.
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.
- 30-day free trial
- No credit card required
- Every feature included
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
Book an OnboardMe demo with a real human. Yes, an actual one. No sales scripts, robots or pre-recordings, just answers.
Book a demo