Engagements, Payments & Client Onboarding for Professional Services firms.
Struggling with complex client onboarding, scattered approvals, and payment delays? OnboardMe takes the hassle out of it all with simple forms, intuitive engagement workflows, built-in ethical clearances, and secure, timely payments—all in one effortless, integrated solution.
- Consumption based banded pricing
- Integration to Practice Management Systems
- Built with ease of use in mind
- Data securely hosted onshore using AWS
Platform Features
Client Onboarding and Verification
Whether its an individual or a large family group, simple and intuitive forms guide clients through the onboarding and verification process.
Engagements and Payments
Streamline your engagement creation, approval and payment processing, with multiple acceptances, ensuring full compliance when engaging your clients.
Ethical Clearance (No Professional Objection)
Automate your ethical letter process by simplifying letter creation. The prior accountant can upload documents securely and will receive follow-up reminders automatically.
Security made simple
Mandatory SMS-based two-factor authentication secures client onboarding, while platform users benefit from Single Sign-On and authenticator app-based 2FA, to protect sensitive data at all times.
Make it your own
Tailor the onboarding, engagement, and ethical clearance experience, to showcase your brand with personalized logos and custom button colors.
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Contact UsTransaction Charges
Australia / New Zealand
Credit Card (Visa/Mastercard): 2% per transaction.
Direct Debit: 1.25% per transaction.