New eForms Module now available
Collecting client information shouldn’t be slow, manual, or scattered across emails, various apps, spreadsheets, and PDFs.
So, we fixed that.
eForms is the newest addition to OnboardMe — allowing your firm to design, send, and manage smart, reusable forms in just a few clicks. It’s the easiest way to gather accurate client data and keep everything organised in one place.
Create customised eForms using our prebuilt templates or create your own templates, to collect the data you need when you need it.
eForms comes packed with features:
Single & bulk sending
Automated reminders
Multiple question types
Validation & conditional logic
File uploads
Your client's experience doesn't change from other parts of OnboardMe, keeping their experience as smooth as possible.
We've got reminders ready and waiting so you don't need to follow up on eForms!
eForms is available to all OnboardMe customers from today at no additional charge, as this module forms part of your standard request usage.
Ready to get going, read our eForms | onboardme help center here to help you get going with eForms today!
Still need help?
Contact us