How can we help?

See what is new in each OnboardMe release.

Set up your practice, users, email, and payments so OnboardMe is ready to use.

Import services and proposal history, and collect new payment details after you switch.

Apply your brand, customise emails, and turn on multi-factor authentication.

Bill clients, run recurring payments, and share the customer portal for easy payment.

Capture website enquiries and manage leads until they become clients.

Price, import, and bill the vendor subscriptions you recoup from clients.

Create and send proposals, including bulk sends and multiple package options.

Send onboarding requests and collect client details and documents.

Run ID verification, AML, and PEP checks, and see what each screening covers.

Send documents for e-signature in signing packs, set up signing templates, and keep signed copies and certificates.

Create, send, and review digital forms, on their own or with a proposal.

Add and manage clients, and see when a proposal or onboarding creates a record.

Manage Client relationships and create structure diagrams

Run AML/CTF customer due diligence on your clients: risk assessment, beneficial owners, client information requests, approval and sign-off.

Send professional clearance letters to other accounting firms.

Connect Xero, FYI, Annature, Apxium, and other tools you already use.

Build reusable services, packages, proposals, eForms, bills, and documents.

Update your profile and set up a drawn signature for documents.

Put links on your website that start onboarding, proposals, or other intake.