Focus on what matters with effortless Engagements, Payments & Onboarding
Automate engagements, onboarding and billing in one place—so your team can focus on what really matters.
- Tiered Usage Pricing
- Works with the systems you already use
- Runs fast, feels effortless
Platform Features
Client Onboarding
Whether it’s an individual or a large family group, simple and intuitive forms guide clients through the onboarding and verification process.
Engagements
Streamline your engagement creation and approval process with our intuitive tools, ensuring full compliance and enhanced communication with your clients.
Payments
Experience secure, timely payment processing with multiple payment options, ensuring a smooth transaction every time.
Ethical Letter (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.
Make it your own
Tailor onboarding, engagement, and ethical letters to showcase your brand with personalised logos and custom button colours.
OnboardMe + Pinch Payments: An Integration Built for Real Service Businesses
Getting a new client onboard should feel like a win, not a whirlwind of admin. That’s why OnboardMe has partnered with Pinch Payments to combine engagement creation, automated billing, and secure payment collection into a single, powerful flow. This integration is designed for how real businesses work – efficiently, professionally, and with cash-flow in mind.
What This Integration Delivers
- Integrated Payment Capture – credit card and bank debit in one flow
- Get Paid On Acceptance – turn proposal sign-off into instant payment
- Auto-Reconciliation straight into your accounting software
- Recurring & Upfront Billing – payment plans, split invoices, or bill in full
- Branded Client Experience – your logo, colours & terms with a secure interface
- Smart Automation – real-time updates and flexible follow-ups for missed payments
Powered by Pinch Payments
Our partnership with Pinch delivers bank-level security, best-in-class rates, and instant reconciliation straight into OnboardMe.
Integrations
Connect OnboardMe with the practice systems you already use.
Xero Practice Manager
Sync clients and jobs automatically to keep your data aligned.
Xero Ledger
Create Contacts and push invoices and payments straight from OnboardMe and Pinch Payments.
MYOB Practice Management
Sync Clients, Tasks and Billing between MYOB Practice Management and OnboardMe.
MYOB Business / AccountRight
Create Clients and push invoices and payments straight from OnboardMe and Pinch Payments.
GreatSoft
Sync Clients, Tasks and Billing between GreatSoft and OnboardMe.
FYI
Sync Clients, Billings and autofile documents between OnboardMe and FYI.
Pricing Plans
All prices exclude GST
What is a request? A request is an Engagement, Client Onboarding or Ethical Letter sent from OnboardMe.
Need a custom plan tailored to your specific needs?
Contact UsTransaction Charges
Credit Card (Visa/Mastercard): 1.95% + A$0.30 per transaction.
Direct Debit: 1% per transaction. (Max $5.00)